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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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Can Acumatica integrate with HubSpot?

Of course, you have several options to integrate your Acumatica ERP with HubSpot CRM for data integrity. However, the most common choices are manual integration using APIs, third-party integration apps, and middleware. Middleware is a system intermediary that is offered by ERP and CRM developers to establish connections between their systems and external systems.

Manual integration is code-based data syncing created by software developers using APIs of specific systems. On the other hand, third-party integration apps are less-coded systems that allow users to create integration without hassles. If you want an advanced, codeless, and custom integration solution, SaaS Integrator can be a great choice for your needs.

The integrator features an intuitive UI with pre-built templates, advanced integration options, and out-of-box apps to help you quickly establish data connections between your systems.

What are the different options to integrate Acumatica with HubSpot?

You have a number of integration options to connect your Acumatica ERP with HubSpot. The prominent options include third-party integration apps, manual integration using APIs, and middleware. If you want a flexible, customisable, and codeless integration option, SaaS Integrator is the ideal system for you.

The advanced iPaaS integrator has an intuitive UI that allows you to establish data connections between your systems quickly. The integrator also features pre-built templates, advanced tools, and out-of-box apps to help you create integrations based on your requirements. The intuitive Dashboard of the integrator allows you to get a quick view of the key data of your business to make accurate decisions.

Integration Platforms

SaaS Integrator is a codeless iPaaS integration platform that allows you to connect your Ecommerce with ERP and various other backend and third-party systems. The Integrator creates seamless connections between all the major Ecommerce, ERP, CRM, accounting, POS, and marketing systems. Explore various systems and tools SaaS Integrator connects with: