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Unlock Unified Growth: HubSpot Epicor Integration

Seamlessly connect your CRM, Sales, Service, and ERP to automate workflows, synchronize data, and achieve a 360° view of your business.

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The Challenge

The Disconnect: Why HubSpot & Epicor Silos Hurt Your Business

Operating HubSpot and Epicor independently creates significant operational inefficiencies, data discrepancies, and a fragmented view of your customers and business performance. This disconnect leads to frustrated teams, missed opportunities, and slower growth.

  • Manual data entry between HubSpot and Epicor is time-consuming and prone to errors.
  • Lack of real-time visibility into inventory, pricing, and order status for sales teams.
  • Marketing campaigns are based on outdated or incomplete customer and product data.
  • Customer service lacks a holistic view of customer interactions, purchase history, and service requests.
  • Delayed order processing due to manual transfer of quotes and deals to the ERP.
  • Inaccurate financial reporting and forecasting due to unsynchronized sales data.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Intelligent HubSpot Epicor Integration with iPaaS

Our powerful iPaaS solution bridges the gap between HubSpot and Epicor, creating a fully integrated ecosystem that automates critical workflows, ensures real-time data consistency, and provides a 360-degree view of your business operations and customers. This isn't just data transfer; it's intelligent process orchestration.

  • Bidirectional Data Synchronization: Keep HubSpot and Epicor data consistent in real-time.
  • Automated Workflow Orchestration: Streamline processes from lead nurturing to order fulfillment.
  • Centralized Data Governance: Establish a single source of truth for all key entities.
  • Error Handling & Anomaly Detection: Proactively identify and resolve data discrepancies.
  • Scalable & Secure Architecture: Built for enterprise-grade performance and compliance.
Implementation Timeline

Go live with HubSpot + Epicor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both HubSpot and Epicor, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most HubSpot + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Bidirectional Data Synchronization: Keep HubSpot and Epicor data consistent in real-time.
  • Automated Workflow Orchestration: Streamline processes from lead nurturing to order fulfillment.
  • Centralized Data Governance: Establish a single source of truth for all key entities.
  • Error Handling & Anomaly Detection: Proactively identify and resolve data discrepancies.
  • Scalable & Secure Architecture: Built for enterprise-grade performance and compliance.
  • Low-Code/No-Code Development: Empower business users to build and manage integrations.

Technical Integration Details: HubSpot & Epicor

Our iPaaS provides a robust, secure, and scalable framework for integrating HubSpot and Epicor. Leveraging an API-first and event-driven architecture, we ensure reliable, real-time data exchange and workflow orchestration.

Data Flow Steps

API Connectivity: Establish secure, authenticated connections to HubSpot (OAuth 2.0 / Private Apps) and Epicor (OAuth 2.0 / Token-based) APIs.

Schema Discovery & Mapping: Automatically discover schemas from both systems. Use visual tools and AI to map fields and entities, defining transformation rules.

Workflow Design: Design integration flows using a drag-and-drop interface. Define triggers (webhooks, BPMs, schedules), actions (API calls), and error handling.

Data Transformation & Validation: Implement business logic to transform, enrich, and validate data to ensure consistency and quality across systems.

Deployment & Monitoring: Deploy integrations to production environments with version control. Monitor performance, API usage, and data flow health through centralized dashboards.

Error Handling & Alerting: Configure automated retries, dead-letter queues, and real-time alerts for integration failures.

Data Touchpoints

HubSpot Contact <-> Epicor Customer
HubSpot Company <-> Epicor Customer
HubSpot Deal <-> Epicor SalesOrder (Opportunity)
HubSpot Quote <-> Epicor SalesOrder
HubSpot Line Item <-> Epicor OrderDtl
HubSpot Product <-> Epicor Part
HubSpot Ticket <-> Epicor Customer (Service Context)
Epicor Invoice <-> HubSpot Deal/Company (Financial Status)
Epicor CashReceipt <-> HubSpot Deal/Company (Payment Status)

"The integration architecture features the iPaaS as a central orchestration layer. HubSpot events (e.g., new deal, form submission) trigger webhooks that send data to the iPaaS. The iPaaS processes this data, transforms it, and then calls Epicor APIs to create or update records. Conversely, Epicor events (e.g., new sales order, inventory update) trigger BPMs or scheduled queries that send data to the iPaaS, which then updates HubSpot via its APIs. All data flows are governed by defined mapping, transformation, and validation rules, with comprehensive error handling and monitoring."

Pricing

Simple, transparent pricing for HubSpot + Epicor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating HubSpot

Integrating HubSpot fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Field-Level Mappings

A successful integration hinges on precise mapping of critical business entities and their fields. Our iPaaS provides the tools to define, manage, and automate these complex relationships between HubSpot and Epicor.

HubSpot Contact & Company <-> Epicor Customer

Establishes a unified customer profile, synchronizing contact details, company information, and lifecycle stages.

HubSpot Fields

[field, email],[type, string],[notes, Primary identifier for Contact.] [field, firstname],[type, string] [field, lastname],[type, string] [field, phone],[type, string] [field, lifecyclestage],[type, picklist],[notes, e.g., Lead, MQL, SQL, Customer.] [field, company_name],[type, string],[notes, Maps to Epicor Customer Name.] [field, domain],[type, string],[notes, Used for matching/deduplication.] [field, address],[type, string],[notes, Combined address fields.] [field, city],[type, string] [field, state],[type, string] [field, country],[type, string]

Epicor Fields

[field, CustNum],[type, int],[notes, Epicor's internal customer number.] [field, CustID],[type, string],[notes, External customer ID, often used for integration.] [field, Name],[type, string],[notes, Customer/Company Name.] [field, Address1],[type, string] [field, City],[type, string] [field, State],[type, string] [field, Zip],[type, string] [field, Country],[type, string] [field, ContactName],[type, string],[notes, Primary contact for the customer.] [field, PhoneNum],[type, string] [field, EmailAddress],[type, string]

Mapping Notes

HubSpot `Company` maps to Epicor `Customer`. HubSpot `Contact` maps to Epicor `Customer.ContactName` and related fields or a dedicated Epicor Contact entity if available. Bidirectional sync for core updates. `CustID` is often the canonical identifier.

Next Steps

See HubSpot + Epicor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Automated Lead-to-Order Fulfillment

When a Marketing Qualified Lead (MQL) becomes a Sales Qualified Lead (SQL) and a Deal is 'Closed-Won' in HubSpot, this workflow automatically creates or updates the Customer and associated Sales Order in Epicor. Line item details from HubSpot Quotes are accurately transferred to Epicor OrderDtl.

Integration Steps:

  1. 0 HubSpot: MQL progresses to SQL, Deal created in Sales Hub.
  2. 1 HubSpot: Sales rep creates and finalizes a Quote, associated with Deal.
  3. 2 HubSpot: Deal stage changes to 'Closed-Won' or Quote status changes to 'Accepted'.
  4. 3 iPaaS: HubSpot webhook triggers workflow.
  5. 4 iPaaS: Data validation and transformation of HubSpot Contact, Company, Deal, Quote, and Line Item data.
  6. 5 Epicor: New Customer record created/updated (if needed) via `Erp.BO.CustomerSvc/Customers` endpoint.
  7. 6 Epicor: New SalesOrder created with header and line item details via `Erp.BO.SalesOrderSvc/SalesOrders` endpoint.
  8. 7 iPaaS: Epicor SalesOrder number is synced back to HubSpot Deal for traceability.
  9. 8 Epicor: Inventory allocation and fulfillment processes are initiated.

Business Outcome

Accelerated sales cycle, reduced manual data entry, improved order accuracy, and faster fulfillment.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Accelerate Sales Cycle
Automate the entire lead-to-opportunity-to-order process, reducing manual handoffs and speeding up quote-to-cash. Sales teams gain real-time visibility into product availability and pricing.
Enhance Customer Experience
Provide a unified 360-degree view of every customer across marketing, sales, service, and operations, enabling personalized interactions and proactive support.
Boost Operational Efficiency
Eliminate manual data entry, reduce human errors, and automate repetitive tasks across HubSpot and Epicor workflows, freeing up valuable staff time.
Ensure Data Accuracy & Consistency
Maintain a single source of truth for customer, product, and sales data with real-time, bidirectional synchronization and AI-powered data validation.
Improve Business Insights
Leverage integrated data for more accurate sales forecasting, marketing campaign performance analysis, and operational reporting, leading to better strategic decisions.
Reduce IT Overhead
With low-code integration capabilities and robust monitoring, IT teams spend less time on integration development and maintenance, focusing on innovation.
✨

Accelerate Sales Cycle

30% Faster Sales Cycle

📋 What You Get

Automate the entire lead-to-opportunity-to-order process, reducing manual handoffs and speeding up quote-to-cash. Sales teams gain real-time visibility into product availability and pricing.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Sales Cycle, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with HubSpot + Epicor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both HubSpot and Epicor, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most HubSpot + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST, GET, PUT, DELETE /crm/v3/objects/contacts Manage individual leads, prospects, and customers.
POST, GET, PUT, DELETE /crm/v3/objects/companies Manage organizations for account-based strategies.
POST, GET, PUT, DELETE /crm/v3/objects/deals Track sales opportunities and revenue forecasts.
POST, GET, PUT, DELETE /crm/v3/objects/products Synchronize product catalog for quotes and marketing.
POST, GET, PUT, DELETE /crm/v3/objects/quotes Automate quote generation and management.
POST, GET, PUT, DELETE /webhooks/v1/{appId}/subscriptions Manage event-driven triggers for real-time updates.

⚡ Transformation Logic

  • Data type conversions (e.g., string to number, date formats).
  • Field concatenation or splitting (e.g., combining first and last name).
  • Conditional logic for value mapping (e.g., HubSpot 'Lead' lifecycle stage maps to Epicor 'Prospect' customer type).
  • Currency conversions and tax calculations.
  • Standardization of address and phone number formats.
  • Lookup transformations for IDs (e.g., mapping HubSpot `product_id` to Epicor `PartNum`).

🛡️ Error Handling

  • HubSpot API rate limit exceeded.
  • Epicor API validation errors (e.g., invalid `PartNum`).
  • Network connectivity issues between iPaaS and systems.
  • Data type mismatches during transformation.
  • Duplicate record creation due to race conditions.
  • Authentication token expiration.
Pricing

Simple, transparent pricing for HubSpot + Epicor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

▸ What is the best way to integrate HubSpot with Epicor?
The most effective way is through a modern iPaaS (integration Platform as a Service). This approach leverages HubSpot's robust APIs and webhooks, along with Epicor's RESTful APIs, combined with the iPaaS's visual mapping, orchestration, and AI-powered transformation capabilities, to create scalable, real-time, event-driven data flows.

Workflow Automation FAQs

▸ Can I automate my entire lead-to-cash process with this integration?
Absolutely. This integration enables full automation of the lead-to-cash cycle, from lead capture in HubSpot Marketing to deal management in Sales Hub, quote generation, and finally, automated Sales Order creation and fulfillment in Epicor, including invoice status updates back to HubSpot.

Data Synchronization FAQs

▸ How does the integration handle product and inventory synchronization?
Product catalogs, pricing, and real-time inventory levels are synchronized from Epicor (the system of record for products) to HubSpot. This ensures sales quotes are accurate, marketing campaigns feature available products, and prevents overselling, keeping both systems aligned.

AI Enhancement FAQs

▸ What role does AI play in enhancing HubSpot Epicor integration?
AI significantly enhances the integration by providing intelligent capabilities such as auto-mapping suggestions, AI-powered data validation and cleansing, anomaly detection in data flows, intelligent deduplication, and even automated exception handling, reducing manual oversight and improving data quality.

Data Flow FAQs

▸ Is the integration bidirectional, and how is data consistency ensured?
Yes, the integration supports bidirectional synchronization for core entities like Customers/Contacts and Products, and unidirectional flows for specific processes. Data consistency is ensured through defined mapping rules, AI-driven validation, conflict resolution strategies, and robust error handling within the iPaaS.

Customization FAQs

▸ How are custom fields and workflows handled?
The iPaaS supports the discovery and mapping of custom fields in both HubSpot and Epicor. You can extend standard workflows with custom business logic using low-code/no-code tools, enabling conditional routing, data aggregation, and integration with other systems without extensive coding.

Security & Compliance FAQs

▸ What are the security considerations for this integration?
Security is paramount. The integration uses OAuth 2.0 for API authentication, encrypts all data in transit (HTTPS/TLS) and at rest, implements least-privilege access for integration users, and provides comprehensive audit trails. It also adheres to compliance standards like GDPR and CCPA.

Implementation FAQs

▸ How quickly can we implement this HubSpot Epicor integration?
Leveraging a modern iPaaS with pre-built connectors and low-code/no-code capabilities, implementation can be significantly faster than traditional coding. Many organizations achieve initial integration in weeks, not months, quickly realizing value from their investment.
Implementation Timeline

Go live with HubSpot + Epicor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both HubSpot and Epicor, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most HubSpot + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for HubSpot + Epicor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See HubSpot + Epicor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo