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The integration gives you seamless access to the deal pipeline and sales reporting dashboards of HubSpot through the integrator. The integration allows you to segment customers on HubSpot, set specific pricing and quantity breaks on Acumatica, reflect the pricing and quantity on the frontend, and make customer reach outs through HubSpot for optimal conversion.

The integration also grants you order details and sales data from the ERP directly added to CRM for processing and identifying the sales trends. Apart from general sales trends, you can also identify customer-specific insights using the analytics features of HubSpot to make your campaigns more effective and meaningful.

You will also get web analytics data seamlessly updated to the CRM for capturing the leads for the marketing campaigns. Therefore, you can identify the buyers’ journey on your front end, their bottlenecks, expectations, and more to create a smooth journey for customers.

The integration allows you to use the Email marketing feature of HubSpot efficiently. You can ensure that your customers and leads get every offer, notification, and update from you with the Email marketing tool. The analytics features of the tool also allow you to examine the effectiveness of the campaigns from the integrated Dashboard of SaaS Integrator.

The integration also allows you to offer additional customer engagement options on the frontend system with chatbots. The seamless integration of ERP and CRM helps your chatbots give highly accurate and up-to-date responses to customers and improve the customer experience.

The accurate data on systems with custom Acumatica HubSpot integration simplifies the job of your service team. They can see the up-to-date data of orders, inventory, invoices, offers, and more to communicate accurate information to customers. Your customers will experience a high-quality service experience with the elimination of communication of the same information being repeated.

The integration also gives you access to the service agreement and warranty details to give quick resolutions to customer concerns. The integration improves your customer relationships and helps in your brand journey. You can also create specific Email templates for order processing and invoice management teams to automatically send notifications and updates to customers.

SaaS Integrator gives you several options to customise your integration and decide the data flow. The integrator features multiple modules, and you can select or unselect each data field in different modules to integrate with the other system. Additionally, you can choose the direction of data flow based on your workflow: ERP to CRM, CRM to ERP, or bi-directional syncing.

Importantly, you can set different data flow directions for different modules and data fields. The integrator also features advanced features like Tier Pricing, System Agnostics, and more to make the integration more flexible and more aligned to your growth goals.

SaaS Integrator has an interactive Dashboard that gives you a quick view of the key data of your business. This allows you to take quick business decisions based on data for uninterrupted sales and maximised profits. You will get total sales, fulfilled orders, new customers, and synced data highlighted on the Dashboard to give you a glance at the performance of your business.

The integrator also displays the key data of your different modules to give you a deeper understanding of your processes. You also get quick access to integration settings – module-wise – on the Dashboard to customise or expand them. You can also customise the Dashboard to reflect the most critical data of your business on it.

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Key Integration Flows

Integration Solutions

SaaS Integrator simplifies connectivity between frontend and backend systems and third-party apps. The most common Integration solutions are the following:

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What is Acumatica HubSpot integration?

Acumatica HubSpot integration is a set of functions that enable Acumatica, a cloud-based enterprise resource planning (ERP) software, to be integrated with HubSpot, a customer relationship management (CRM) platform. The integration allows data to be exchanged and synchronized between the two systems, enabling businesses to automate and streamline their CRM and ERP processes.

What are the benefits of Acumatica HubSpot integration?

Some potential benefits of Acumatica HubSpot integration include:

  • Automating data entry: Integration can eliminate the need for manual data entry, reducing the time and effort required to update customer records.
  • Improving data accuracy: Integration can help to ensure that customer data is accurate and up-to-date, reducing the risk of errors.
  • Streamlining workflow: Integration can help to streamline business processes by allowing data to be automatically transferred between Acumatica and HubSpot.
  • Enhancing customer management: Integration can facilitate the exchange of customer data between Acumatica and HubSpot, allowing businesses to maintain a more comprehensive view of their customers.
  • Improving marketing and sales efforts: Integration can provide real-time data on customer activity, allowing businesses to tailor their marketing and sales efforts more effectively.
How to create private apps in HubSpot?

To create a private app in HubSpot, follow these steps:

  1. Log in to your HubSpot account and navigate to the “Integrations” tab in the main navigation menu.
  2. Click on the “Developers” tab, and then click on the “Create app” button.
  3. Give your app a name and select “Private” as the app type.
  4. Choose the permissions that your app will need to access in the HubSpot API. These permissions will determine what actions your app can take on behalf of your HubSpot account.
  5. Click “Create app” to create your private app.
  6. Once your app has been created, you can view the API key and other details in the “App details” section of the Developers tab.
  7. Keep in mind that private apps are only visible and accessible to users within your HubSpot account. They cannot be accessed by other HubSpot users or made available in the HubSpot App Marketplace.
How should I find Acumatica API keys for authentication?

To find the API keys for authentication in Acumatica, follow these steps:

  1. Log in to your Acumatica account and navigate to the “Customization Projects” screen.
  2. Click on the “Customization” tab, and then click on the “API Endpoints” option in the left-hand menu.
  3. In the API Endpoints screen, click on the “API Keys” tab.
  4. Click on the “New” button to create a new API key.
  5. In the “New API Key” screen, enter a name for your API key and select the permissions that you want to grant to the API key.
  6. Click “Save” to create your API key.
  7. The API key will be displayed in the API Keys screen. Make sure to copy it and keep it safe, as it will not be displayed again and cannot be retrieved later.

Keep in mind that you can also revoke or regenerate API keys as needed, by selecting the API key in the API Keys screen and clicking on the “Revoke” or “Regenerate” button.

Can I customize my integrations with HubSpot?

Yes, you can use the HubSpot API to build custom integrations with other applications or services. The API allows you to access and manipulate data in your HubSpot account, including contact and company information. You can use the API to create custom workflows and integrations to fit your specific needs.

How do I troubleshoot integration issues with HubSpot?

If you have suucessfully setup private app and authenticated APIs then contact SAAS Integrator for support.

If you encounter issues with setting up private app on HubSpot

  1. Check the integration documentation and make sure you have followed all the necessary steps for installing and configuring the integration.
  2. Check the integration status in the HubSpot App Marketplace to see if there are any known issues or maintenance periods.
  3. Check your integration settings and make sure that everything is correctly configured.
  4. Check the integration logs for any error messages or issues.
  5. If you are using the HubSpot API to build a custom integration, you can use the API debugger to test and troubleshoot your API calls.

If you are unable to resolve the issue, you can contact HubSpot support for assistance

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SAAS Integrator is the world’s #1 iPaaS integration provider for commerce solutions, offering seamless and codeless connections between leading ERP, e-commerce, CRM, POS, PIM, WMS, drop shipping, B2B commerce, and inventory management systems. Discover a range of systems that SAAS Integrator connects with: