HubSpot Integration
Live ERP data in HubSpot, no double entry.
IntegrationsYour sales and marketing teams need accurate customer and pipeline data in HubSpot. The HubSpot Integration treats 10X ERP as the system of record and pushes live updates into HubSpot within seconds of any change.
10X ERP customers appear in HubSpot as Companies, complete with live sales metrics like open quote value, open sales orders, year-to-date sales, last-year-to-date sales, all-time sales, and last sale date. Customer contacts sync to HubSpot Contacts and are automatically associated with the right Company. Open quotes sync to HubSpot Deals with name, amount, pipeline, and stage. When a quote is converted to a sales order, the Deal moves to a "Converted" stage. When a quote is deleted, the Deal moves to a configurable "Deleted" stage so your pipeline always reflects reality. Every record in HubSpot links back to 10X ERP for one-click context.
Admins control what syncs and how: master enable/disable, customer sync on or off, quote sync on or off, auto-sync new customers by default or opt in per customer, sync all contacts or only those with email addresses, pipeline and stage mapping, and background or immediate sync modes. Bulk and historical syncs are available for onboarding, configuration changes, or backfills, and every HubSpot API call is recorded in an audit log inside 10X ERP for troubleshooting.
Need it to do more? The integration is built and maintained by 10X ERP, so we can extend it to fit your workflow. If you need additional fields synced, a different object mapping, or a specific two-way scenario, talk to us about adding it.
Key Features
- Customers sync to HubSpot Companies with live sales metrics (open quote value, open orders, YTD sales, last sale date, and more)
- Contacts sync to HubSpot Contacts and auto-associate with the right Company
- Open quotes sync to HubSpot Deals with pipeline, stage, and amount
- Deals move automatically when quotes are converted to sales orders or deleted
- Continuous background sync; updates land in HubSpot within seconds
- Bulk and historical sync for onboarding, configuration changes, or backfills
- Full audit log of every HubSpot API call inside 10X ERP
- Admin controls for what syncs, when, and how
- Extendable by the 10X ERP team to fit additional workflows on request
Who It's For
Sales reps who need real customer history and open pipeline value visible in HubSpot
Marketing teams that segment, score, and nurture contacts based on real ERP activity
Distributors who want their HubSpot pipeline to reflect actual, up-to-date quote status
Companies whose CRM and ERP data have drifted apart and need a single source of truth
See HubSpot Integration in Action
Book a demo to see how HubSpot Integration works inside 10X ERP, or contact us to learn more.