Keep customers and contacts in sync with your ERP, both ways

Rapidi synchronizes companies and contacts between HubSpot and your ERP. New and updated records flow in both directions on a schedule you define, with your own field mappings and filters. Both standard and custom fields are included, and matching is done either on the ERP customer or the HubSpot Record Id to prevent duplicates.

Sync ERP items into your HubSpot product library

Items from your ERP are transferred into the HubSpot product library, including item number, description, unit of measure and price. Reps build deals and quotes from the same catalogue finance works from, and price changes made in the ERP are reflected in HubSpot on the next sync rather than manually re-keyed.

Turn won deals into sales orders in your ERP

When a deal reaches the stage you choose, Rapidi creates the corresponding sales order in your ERP, including line items, quantities and prices. The sales order number is written back to the deal, so the link between the two records is visible in HubSpot without anyone opening the ERP.

Bring posted invoices and payment status into HubSpot

Posted invoices are transferred from your ERP to the HubSpot invoice object and associated with the matching company and contact. Amounts, due dates and payment status are included and refreshed as payments are registered in the ERP, so sales can see what is outstanding without asking finance.

Map HubSpot record owners to ERP salesperson codes

The HubSpot owner on a company or deal is matched to the corresponding salesperson code in your ERP, so sales orders and invoices are attributed to the right person. Sales-by-rep and commission reporting line up across both systems without manual correction after the fact.

See ERP sales orders as orders in HubSpot

Sales orders from your ERP are transferred to the HubSpot order object and associated with the matching company and contact, including line items, quantities and order status.