Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

Request a Quote
heading shape

New Lead Created

Triggered when a new lead is created in Acumatica CRM, enabling automated lead creation or updates in HubSpot for streamlined lead management and nurturing.
heading shape

Opportunity Stage Updated

Activated when an opportunity stage is updated in Acumatica CRM, allowing for automated task creation or notification actions in HubSpot for timely follow-up and opportunity tracking.
heading shape

Customer Service Ticket Logged

This trigger occurs when a customer service ticket is logged in Acumatica CRM, facilitating automated ticket creation or updates in HubSpot for efficient customer support management and resolution.
heading shape

Deal Won

Triggered when a deal is won in Acumatica CRM, enabling automated opportunity updates or revenue attribution actions in HubSpot for accurate sales performance tracking and reporting.
heading shape

Task Assigned

This trigger activates when a task is assigned in Acumatica CRM, allowing for automated task assignment or notification actions in HubSpot for efficient task management and collaboration.
heading shape

Contact Updated

Allows you to trigger actions in HubSpot when a contact is updated in Acumatica CRM, facilitating automated contact synchronization and data consistency between the two platforms.
heading shape

Custom Event Trigger

Enables customized automation workflows in HubSpot based on custom events or actions defined within Acumatica CRM, allowing for tailored automation strategies for specific CRM processes and objectives.
heading shape

Opportunity Lost

Enables you to trigger actions in HubSpot when an opportunity is marked as lost in Acumatica CRM, facilitating automated lead re-engagement or nurturing actions based on opportunity outcomes.
heading shape

Custom Report Generated

This action activates when a custom report is generated in Acumatica CRM, enabling automated reporting and analysis for performance tracking and optimization within HubSpot.

Integrations built by experts

 

pre-heading icon one

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon two

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon three

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

Hubspot Platinum Solutions Badge

11 Years of HubSpot Expertise

Our team is committed to continuous learning, ensuring we deliver cutting-edge solutions and build client infrastructure that scale.

Certified Ethical Hacker badge
OWASP Certification badge
McAfee Insitute Certification Badge
Client Management badge
CMS Developers II badge
CMS Developers I badge
CMS Implementation badge
Inbound Certification badge
Academy SEO badge
Inbound Marketing badge
Salesforce Integration Certification Badge
Marketing Software Certification Badge
Sales Hub Software Certification Badge
Shopify Certified Partner badge
Top 1% Developers badge
Sales Software Certification Badge
Marketing Hub Software Certification Badge
Platform Consulting Badge
Objective Based Onbording Badge
HubSpot Reporting Certified Badge
Data Integrations Certification Badge
Implementation for Partners Certification Badge

Trusted by 100s of companies from startups to the Fortune 500

Five Star Rating

4.8 out of 5

Based on 91 reviews

Book call

120+

HubSpot Websites Built

Top 1%

on Upwork

500+

Custom Integrations Built

Twilio Shopify Webflow 100+ integrations

Other integrations built by us

Explore a range of custom integrations we've developed to streamline workflows and enhance productivity.

Frame 427321986

Categories

Search apps
CRM Integration Logo

Sheet Director

Connect

Streamline data management and automate workflows by integrating Sheet Director with HubSpot, enabling you to sync data between Google Sheets and HubSpot effortlessly.

CRM Integration Logo

Jira

Connect

Streamline project management and collaboration by integrating Jira with HubSpot, enabling you to sync tasks, issues, and projects seamlessly between platforms.

CRM Integration Logo

Asana by ConnectIn

Connect

Simplify task management and improve project collaboration with Asana by ConnectIn integrated with HubSpot. Discover how our integration solutions can optimize your workflow.

CRM Integration Logo

PDF CreateMate

Connect

Simplify document management and improve workflow efficiency with PDF CreateMate integrated with HubSpot. Discover how our integration solutions can streamline processes.

CRM Integration Logo

Kiflo PRM

Connect

Optimize partner relationship management and drive channel sales by integrating Kiflo PRM with HubSpot, enabling you to onboard, manage, and track partner activities seamlessly within your CRM platform.

CRM Integration Logo

Contacts+

Connect

Enhance your contact management capabilities and improve relationships by integrating Contacts+ with HubSpot, enabling you to access enriched contact data and streamline communication.

CRM Integration Logo

PartnerStack

Connect

Optimize your partner management processes and drive channel growth by integrating PartnerStack with HubSpot, enabling you to manage partnerships, track referrals, and reward advocates effectively.

CRM Integration Logo

ApiX-Drive

Connect

Streamline document management and improve collaboration by integrating ApiX-Drive with HubSpot, enabling you to store, share, and access files securely within your CRM platform.

CRM Integration Logo

Equals

Connect

Streamline expense management and improve financial visibility by integrating Equals with HubSpot, enabling you to sync expenses, track budgets, and analyze spending patterns.

CRM Integration Logo

Nvoip

Connect

Enhance call management and improve customer interactions by integrating Nvoip with HubSpot, enabling you to track calls, capture leads, and streamline communication seamlessly.

Customer Reviews

Book a 15 min Demo Call
  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
  • Ben Oaksmith
    Ben Oaksmith
    Principal & Founder
  • Ryan Ondriezek
    Ryan Ondriezek
    Associate Creative Director
  • Lauren Meeks
    Lauren Meeks
    Accounting Manager
  • Katie Herrmann Profile-Pic
    Katie Herrmann
    Director of Digital Strategy
  • Dillon Jones
    Dillon Jones
    Digital Marketing Lead
  • Tooraj-Hubsearch
    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

Acumatica CRM logo

Acumatica CRM + HubSpot

bullet icon

Unified Customer Relationship Management

Integrate Acumatica CRM with HubSpot to unify customer relationship management processes, enabling seamless coordination of sales, marketing, and customer service efforts for improved customer engagement and retention.

bullet icon

Enhanced Sales Efficiency

Utilize Acumatica CRM's robust sales automation capabilities integrated with HubSpot to enhance sales efficiency, streamline lead management, and accelerate deal closure by leveraging HubSpot's marketing automation and CRM functionalities.

bullet icon

Data Synchronization and Reporting

Integrate Acumatica CRM with HubSpot to synchronize customer data and automate reporting, enabling real-time visibility into sales and marketing performance, and empowering data-driven decision-making across the organization.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Acumatica CRM Integration unify customer relationship management processes?

The integration unifies customer relationship management processes by enabling seamless coordination of sales, marketing, and customer service efforts within a single platform, enhancing customer engagement and retention strategies.

Can I enhance sales efficiency using Acumatica CRM integrated with HubSpot?

Yes, Acumatica CRM's robust sales automation capabilities integrated with HubSpot enable you to streamline lead management, accelerate deal closure, and improve sales efficiency by leveraging HubSpot's marketing automation and CRM functionalities.

How does the integration enable data synchronization and reporting?

By synchronizing customer data and automating reporting between Acumatica CRM and HubSpot, the integration enables real-time visibility into sales and marketing performance, empowering data-driven decision-making and strategic planning.

Are there automated actions for lead management and opportunity tracking?

Absolutely, the integration allows for automated lead creation, opportunity updates, and task assignments within HubSpot based on activities managed through Acumatica CRM, facilitating streamlined lead management and opportunity tracking processes.

Can I automate billing and revenue tracking with the integration?

Yes, the integration facilitates automated invoice creation, payment tracking, and revenue attribution within HubSpot based on billing activities managed through Acumatica CRM, ensuring streamlined billing processes and accurate financial reporting.

How often should I review custom reports generated within HubSpot?

It's recommended to review custom reports generated regularly within HubSpot to track sales and marketing performance metrics, identify trends, and make informed decisions for optimizing business operations and outcomes.

Is the HubSpot Acumatica CRM Integration easy to set up and use?

Yes, the integration is designed to be user-friendly and easy to set up, allowing businesses to quickly unify customer relationship management processes and enhance sales and marketing efficiency within HubSpot's platform.

Are there specific benefits of using Acumatica CRM with HubSpot for small businesses?

Yes, small businesses can benefit from enhanced sales efficiency, streamlined lead management, and automated reporting with Acumatica CRM integrated with HubSpot, enabling efficient business operations and growth.

Can I customize automation workflows based on specific sales and marketing objectives with the integration?

Absolutely, the integration allows for customization of automation workflows based on custom events or actions defined within Acumatica CRM, enabling tailored automation strategies for specific CRM processes and objectives.

How can I leverage real-time visibility and forecasting capabilities for sales teams using the integration?

By synchronizing sales opportunities, activities, and deal stages between Acumatica CRM and HubSpot, businesses can leverage real-time visibility and forecasting capabilities for sales teams, enabling accurate pipeline management and performance tracking.
The integration unifies customer relationship management processes by enabling seamless coordination of sales, marketing, and customer service efforts within a single platform, enhancing customer engagement and retention strategies.
Yes, Acumatica CRM's robust sales automation capabilities integrated with HubSpot enable you to streamline lead management, accelerate deal closure, and improve sales efficiency by leveraging HubSpot's marketing automation and CRM functionalities.
By synchronizing customer data and automating reporting between Acumatica CRM and HubSpot, the integration enables real-time visibility into sales and marketing performance, empowering data-driven decision-making and strategic planning.
Absolutely, the integration allows for automated lead creation, opportunity updates, and task assignments within HubSpot based on activities managed through Acumatica CRM, facilitating streamlined lead management and opportunity tracking processes.
Yes, the integration facilitates automated invoice creation, payment tracking, and revenue attribution within HubSpot based on billing activities managed through Acumatica CRM, ensuring streamlined billing processes and accurate financial reporting.
It's recommended to review custom reports generated regularly within HubSpot to track sales and marketing performance metrics, identify trends, and make informed decisions for optimizing business operations and outcomes.
Yes, the integration is designed to be user-friendly and easy to set up, allowing businesses to quickly unify customer relationship management processes and enhance sales and marketing efficiency within HubSpot's platform.
Yes, small businesses can benefit from enhanced sales efficiency, streamlined lead management, and automated reporting with Acumatica CRM integrated with HubSpot, enabling efficient business operations and growth.
Absolutely, the integration allows for customization of automation workflows based on custom events or actions defined within Acumatica CRM, enabling tailored automation strategies for specific CRM processes and objectives.
By synchronizing sales opportunities, activities, and deal stages between Acumatica CRM and HubSpot, businesses can leverage real-time visibility and forecasting capabilities for sales teams, enabling accurate pipeline management and performance tracking.

Book a consultation call