Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Customer Added in ERP

Triggered when a new customer is added to the ERP system, enabling automated customer creation or updates in HubSpot for streamlined customer management.
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Sales Order Processed

Activated when a sales order is processed in the ERP system, facilitating order fulfillment and customer communication in HubSpot for improved sales management.
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Inventory Level Update

This trigger occurs when there is an update in inventory levels in the ERP system, allowing for automated inventory management actions or notifications in HubSpot.
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Purchase Order Created

Triggered when a new purchase order is created in the ERP system, enabling automated follow-up actions or notifications in HubSpot for procurement management.
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Payment Received

This trigger activates when a payment is received in the ERP system, allowing for updated payment status and customer communication in HubSpot for streamlined financial management.
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Invoice Generated

Allows you to trigger actions in HubSpot when an invoice is generated in the ERP system, facilitating automated invoicing and billing processes for improved revenue management.
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Product Catalog Update

This action sends notifications to HubSpot when updates are made to the product catalog in the ERP system, enabling timely product promotions or marketing campaigns.
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Lead Converted to Customer

Enables you to trigger actions in HubSpot when a lead is converted to a customer in the ERP system, facilitating automated customer lifecycle management and lead nurturing processes.
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Shipping Notification

This action activates when a shipping notification is generated in the ERP system, allowing for automated shipping updates or customer communication in HubSpot for improved order tracking.

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Unify CRM and marketing automation efforts by integrating Sugar with HubSpot for seamless customer relationship management.

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Harness the power of AI by integrating Conduit AI: Copilot for CRM with HubSpot to automate CRM tasks and enhance data accuracy for smarter decision-making.

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Sync sales and marketing data effortlessly by integrating Vtiger CRM with HubSpot, improving collaboration and efficiency across your teams.

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"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.”

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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.

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ERP Bridge + HubSpot

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Streamline Data Synchronization Processes

Effortlessly synchronize ERP (Enterprise Resource Planning) data with HubSpot for streamlined business management and data consistency.

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Enhance Sales and Marketing Alignment

Utilize ERP Bridge to align sales and marketing efforts by ensuring data accuracy and accessibility across both platforms for improved lead management and customer engagement.

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Optimize Operational Efficiency

Integrate ERP data with HubSpot to optimize operational efficiency by centralizing data management and enabling real-time insights for informed decision-making.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot ERP Bridge Integration streamline data synchronization processes?

The integration allows you to seamlessly synchronize ERP data with HubSpot, ensuring data consistency and accuracy for streamlined business management.

Can I align sales and marketing efforts with ERP Bridge?

Yes, ERP Bridge enables alignment between sales and marketing efforts by ensuring data accessibility and accuracy across both platforms for improved lead management and customer engagement.

How does the integration optimize operational efficiency?

By integrating ERP data with HubSpot, the integration optimizes operational efficiency by centralizing data management and enabling real-time insights for informed decision-making.

Are there automated actions for customer management and order processing?

Absolutely, the integration allows for automated customer creation or updates, order processing, invoicing, and payment tracking actions in HubSpot based on events recorded in the ERP system.

Can I track inventory levels and manage procurement processes within HubSpot?

Yes, the integration facilitates inventory tracking, procurement management, and automated notifications for inventory updates and purchase orders in HubSpot.

How often should I synchronize ERP data with HubSpot?

It's recommended to synchronize ERP data regularly to ensure data consistency and accuracy across both platforms, especially before major sales or marketing campaigns.

Can the integration help in improving customer lifecycle management?

Yes, the integration facilitates automated customer lifecycle management processes, including lead conversion, customer updates, and automated follow-up actions based on customer interactions recorded in the ERP system.

Is the HubSpot ERP Bridge 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 leverage ERP data with HubSpot for unified business management and improved operational efficiency.

Are there specific benefits of using ERP Bridge with HubSpot for small businesses?

Yes, small businesses can benefit from streamlined data synchronization, improved sales and marketing alignment, and optimized operational efficiency by integrating ERP data with HubSpot using ERP Bridge.

Can I customize automation workflows based on specific business processes with the integration?

Absolutely, the integration allows for customization of automation workflows based on custom events or actions defined within the ERP system, enabling tailored automation strategies for specific business needs.
The integration allows you to seamlessly synchronize ERP data with HubSpot, ensuring data consistency and accuracy for streamlined business management.
Yes, ERP Bridge enables alignment between sales and marketing efforts by ensuring data accessibility and accuracy across both platforms for improved lead management and customer engagement.
By integrating ERP data with HubSpot, the integration optimizes operational efficiency by centralizing data management and enabling real-time insights for informed decision-making.
Absolutely, the integration allows for automated customer creation or updates, order processing, invoicing, and payment tracking actions in HubSpot based on events recorded in the ERP system.
Yes, the integration facilitates inventory tracking, procurement management, and automated notifications for inventory updates and purchase orders in HubSpot.
It's recommended to synchronize ERP data regularly to ensure data consistency and accuracy across both platforms, especially before major sales or marketing campaigns.
Yes, the integration facilitates automated customer lifecycle management processes, including lead conversion, customer updates, and automated follow-up actions based on customer interactions recorded in the ERP system.
Yes, the integration is designed to be user-friendly and easy to set up, allowing businesses to quickly leverage ERP data with HubSpot for unified business management and improved operational efficiency.
Yes, small businesses can benefit from streamlined data synchronization, improved sales and marketing alignment, and optimized operational efficiency by integrating ERP data with HubSpot using ERP Bridge.
Absolutely, the integration allows for customization of automation workflows based on custom events or actions defined within the ERP system, enabling tailored automation strategies for specific business needs.

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