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Unify HubSpot CRM & Infor ERP: Intelligent Integration for Growth

Break down data silos and automate your entire lead-to-cash process with a powerful, real-time integration solution.

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The Challenge

The Challenge: Disconnected CRM & ERP Slowing Your Business

Without a seamless connection between HubSpot's customer-facing intelligence and Infor's operational backbone, businesses face significant hurdles. Data silos lead to inefficiencies, missed opportunities, and a fragmented customer experience.

  • Manual data entry between HubSpot and Infor is time-consuming and error-prone.
  • Sales teams lack real-time visibility into inventory, order status, or customer credit limits from Infor.
  • Marketing efforts are hampered by outdated product or customer segmentation data from Infor.
  • Customer service agents can't access a complete customer history (e.g., past purchases, invoices) without switching systems.
  • Financial reporting and reconciliation are delayed due to inconsistent customer and order data.
  • Inaccurate data leads to poor decision-making and a fragmented customer journey.
Integration Diagram
Solution Illustration
The Solution

The Solution: Smart HubSpot Infor Integration with iPaaS

Our intelligent integration platform (iPaaS) provides a robust, scalable, and secure bridge between HubSpot and Infor. It automates complex workflows, ensures real-time data synchronization, and delivers a unified view of your business operations and customer interactions, empowering every department.

  • Bi-directional data synchronization for Contacts, Companies, Deals, Sales Orders, Products, and more.
  • Event-driven architecture for real-time updates.
  • Low-code/no-code visual workflow designer.
  • AI-powered data validation, mapping, and anomaly detection.
  • Pre-built connectors and templates for rapid deployment.
Implementation Timeline

Go live with HubSpot + Infor 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 Infor, 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 + Infor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bi-directional data synchronization for Contacts, Companies, Deals, Sales Orders, Products, and more.
  • Event-driven architecture for real-time updates.
  • Low-code/no-code visual workflow designer.
  • AI-powered data validation, mapping, and anomaly detection.
  • Pre-built connectors and templates for rapid deployment.
  • Comprehensive error handling, monitoring, and alerting.

HubSpot Infor Integration: Technical Deep Dive

Our integration leverages the latest API technologies and an event-driven architecture to ensure robust, scalable, and real-time data exchange between HubSpot and Infor. The iPaaS acts as the intelligent orchestration layer, handling data transformation, validation, and error management.

Data Flow Steps

Authentication & Connection: Secure OAuth 2.0 (HubSpot) and OAuth 2.0/API Key (Infor) connections are established and managed by the iPaaS's secrets vault.

Event Listener Setup: HubSpot webhooks are configured to push real-time notifications to the iPaaS for key events (e.g., new contact, deal stage change). Infor APIs are monitored for relevant data updates.

Data Extraction: The iPaaS extracts data from the source system (HubSpot or Infor) based on triggers or schedules, using optimized API calls (e.g., batch endpoints).

Transformation & Enrichment: Data is mapped, transformed, and enriched according to predefined business rules and schema alignments. AI-assisted mapping accelerates this process.

Validation: Data is validated against target system requirements and business logic. AI-powered validation identifies and flags anomalies.

Data Loading: Transformed and validated data is pushed to the target system (Infor or HubSpot) via its respective APIs, often using batch operations for efficiency.

Error Handling & Monitoring: Any failures are logged, retried (with exponential backoff for transient issues), and critical errors trigger alerts to relevant teams. Performance is continuously monitored.

Data Touchpoints

HubSpot: Contacts, Companies, Deals, Tickets, Products, Quotes, Line Items, Form Submissions
Infor: Customer, Sales Order, Product, Inventory Item, Invoice, Payment Transaction, General Ledger Account

"The integration architecture features HubSpot and Infor as primary systems, with an iPaaS positioned centrally as the orchestration engine. HubSpot webhooks trigger real-time flows to the iPaaS. The iPaaS then processes, transforms, and pushes data to Infor via its APIs. Conversely, scheduled or event-driven pulls/pushes from Infor send data to the iPaaS, which then updates HubSpot. All data flows are monitored and logged within the iPaaS."

Pricing

Simple, transparent pricing for HubSpot + Infor.

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

Core Entities & Field-Level Mappings

Achieving a robust integration relies on precise mapping of critical business entities and their associated fields. Our iPaaS provides a visual mapping canvas, enhanced by AI, to handle these complex transformations.

HubSpot Contact <=> Infor Customer

Synchronizes individual lead, prospect, and customer data from HubSpot with the corresponding Customer/Prospect records in Infor.

HubSpot Fields

email firstname lastname phone lifecyclestage hubspotownerid hsobjectid company_id (association)

Infor Fields

CustomerID CustomerName ContactEmail PhoneNumber BillingAddress ShippingAddress PaymentTerms CreditLimit SalesRepID

Mapping Notes

Email is the primary key for matching. `lifecyclestage` in HubSpot can trigger `CustomerType` or `Status` updates in Infor. Company association in HubSpot maps to Infor's customer hierarchy. AI assists in deduplication and address standardization.

Next Steps

See HubSpot + Infor 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.

Lead-to-Opportunity-to-Order Automation

Seamlessly hand off qualified leads from HubSpot Marketing to Sales, convert won deals into sales orders in Infor, and track fulfillment statuses back in HubSpot.

Integration Steps:

  1. 0 MQL identified in HubSpot Marketing Hub.
  2. 1 Contact & Company created/updated in HubSpot Sales Hub.
  3. 2 Deal created in HubSpot, reaching 'Closed Won' stage.
  4. 3 iPaaS triggers creation of Customer/Prospect and Sales Order in Infor.
  5. 4 Infor updates order status through fulfillment process.
  6. 5 Order status syncs back to HubSpot Deal for sales visibility.

Business Outcome

Accelerated sales cycle, reduced manual order entry, improved sales forecasting, and a unified view of the customer journey from first touch to delivery.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

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

Unified Customer 360 View
Consolidate customer data from HubSpot (marketing, sales, service history) and Infor (orders, invoices, payments, credit terms) into a single, comprehensive profile. Empower your teams with complete insights.
Automated Lead-to-Cash Cycle
Streamline the entire process from lead capture in HubSpot to sales order creation, fulfillment, invoicing, and payment reconciliation in Infor, eliminating manual handoffs and speeding up revenue recognition.
Real-time Data Accuracy
Ensure product catalogs, pricing, inventory levels, and customer information are consistently updated across HubSpot and Infor in real-time, preventing errors, overselling, and customer dissatisfaction.
Enhanced Operational Efficiency
Automate routine tasks, reduce manual data entry, and minimize reconciliation efforts, freeing up valuable employee time to focus on strategic initiatives rather than administrative overhead.
Improved Sales & Marketing Alignment
Provide sales and marketing teams with up-to-date customer segments, product data, and order history from Infor, enabling highly personalized campaigns and more effective selling strategies in HubSpot.
Scalable & Future-Proof Integration
Built on a modern iPaaS, the integration can easily adapt to evolving business needs, new system versions, and increased data volumes without requiring extensive re-engineering.
✨

Unified Customer 360 View

360-degree Customer View

📋 What You Get

Consolidate customer data from HubSpot (marketing, sales, service history) and Infor (orders, invoices, payments, credit terms) into a single, comprehensive profile. Empower your teams with complete insights.

💼 Business Impact

This benefit directly contributes to 360-degree improvement in Customer View, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with HubSpot + Infor 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 Infor, 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 + Infor 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 HubSpot Contact records for lead, prospect, and customer profiles.
POST, GET, PUT, DELETE /crm/v3/objects/companies Manage HubSpot Company records for account-based marketing and sales.
POST, GET, PUT, DELETE /crm/v3/objects/deals Administer sales pipeline stages, track opportunities, and manage revenue forecasts.
POST, GET, PUT, DELETE /crm/v3/objects/products Synchronize product catalogs for use in quotes, deals, and marketing campaigns.
POST, GET, PUT, DELETE /crm/v3/objects/quotes Automate quote generation and management.
POST, GET, PUT, DELETE /webhooks/v1/{appId}/subscriptions Manage webhook subscriptions for event-driven integrations.

⚡ Transformation Logic

  • Data Type Conversion: e.g., HubSpot date string to Infor date object.
  • Field Concatenation/Splitting: e.g., Combine HubSpot first/last name to Infor full name; split Infor address into street, city, zip for HubSpot.
  • Lookup Table Mapping: e.g., Map HubSpot `Industry` picklist values to Infor `IndustryCode` values.
  • Conditional Logic: e.g., If HubSpot `dealstage` is 'Closed Won', set Infor `OrderStatus` to 'New'. If Infor `PaymentStatus` is 'Paid', update HubSpot `InvoiceStatus` and trigger 'Thank You' email.
  • Currency Conversion: If multiple currencies are used, implement conversion rates.

🛡️ Error Handling

  • HubSpot (400 Bad Request): Data sent to HubSpot does not meet schema requirements (e.g., invalid email format).
  • Infor (404 Not Found): Attempting to update a non-existent record in Infor (e.g., customer ID not found).
  • HubSpot/Infor (429 Too Many Requests): Exceeding API rate limits, handled by retry mechanisms.
  • Data Inconsistency: A field update in one system is overwritten by an older value from the other due to race conditions, mitigated by conflict resolution.
Pricing

Simple, transparent pricing for HubSpot + Infor.

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 FAQs

▸ What is the primary benefit of integrating HubSpot with Infor?
The primary benefit is achieving a unified 360-degree view of your customers, automating critical business processes from lead generation to order fulfillment and finance, and eliminating data silos. This leads to increased efficiency, better decision-making, and improved customer satisfaction.

Technical FAQs

▸ How does an iPaaS facilitate HubSpot Infor integration?
An iPaaS (Integration Platform as a Service) provides pre-built connectors, a visual mapping interface, workflow orchestration, and robust error handling to connect HubSpot and Infor. It manages APIs, data transformations, and ensures real-time, bidirectional data flow without extensive coding, accelerating deployment and reducing complexity.
▸ Is the integration real-time or scheduled?
The integration supports both real-time, event-driven synchronization (e.g., using HubSpot webhooks for new leads or deal stage changes) and scheduled batch processing for less critical or high-volume data updates (e.g., daily product catalog sync). The approach is tailored to specific workflow needs.

Customization FAQs

▸ Can I synchronize custom fields and objects between HubSpot and Infor?
Yes, our iPaaS solution fully supports the synchronization of HubSpot's custom properties and custom objects with Infor's user-defined fields (UDFs) and other extensible data structures. This ensures that your unique business data is consistently managed across both systems.

Data Sync FAQs

▸ What kind of data can be synchronized between HubSpot and Infor?
You can synchronize a wide range of data, including: HubSpot Contacts/Companies with Infor Customers, HubSpot Deals/Quotes with Infor Sales Orders, HubSpot Products with Infor Product Catalog, Infor Inventory with HubSpot Products, Infor Invoices/Payments with HubSpot Deal/Contact records, and more. Essentially, any critical entity can be connected.

AI Features FAQs

▸ How does AI enhance the HubSpot Infor integration?
AI significantly enhances the integration by providing intelligent capabilities such as automated data validation and cleansing, smart deduplication, anomaly detection in data flows, suggested field mappings, and even predictive error resolution. This improves data quality, reduces manual effort, and makes the integration more robust.

Challenges & Solutions FAQs

▸ What are the common challenges during HubSpot Infor integration and how are they addressed?
Common challenges include data inconsistency, API rate limits, complex data transformations, and managing error handling. Our solution addresses these with robust data validation, intelligent API throttling/batching, an advanced visual mapping engine, and comprehensive error logging with automated retries and alerts.

Security & Compliance FAQs

▸ How do you ensure data security and compliance?
We ensure data security through OAuth 2.0 authentication, TLS/SSL encryption for data in transit, encryption at rest for sensitive data, role-based access control (RBAC), and a secure secrets management vault. We adhere to standards like GDPR, CCPA, ISO 27001, and SOC 2, implementing audit trails and data masking where necessary.
Implementation Timeline

Go live with HubSpot + Infor 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 Infor, 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 + Infor 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 + Infor.

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 + Infor 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