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Unify Your Front & Back Office: HubSpot + Sage 100 Integration

Connect your CRM, Marketing, Sales, and Service data with your core Accounting and ERP operations for a truly intelligent enterprise.

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The Challenge

The Disconnect Between Customer Engagement & Financial Reality

Without a robust integration, your HubSpot CRM and Sage 100 ERP operate in silos, creating significant operational inefficiencies and a fragmented view of your business and customers.

  • Manual data entry leads to errors and delays between sales and accounting.
  • Sales teams lack real-time visibility into customer payment history or credit limits from Sage 100.
  • Finance teams struggle with outdated customer information or inconsistent sales order data from HubSpot.
  • Marketing campaigns are not informed by accurate product pricing or inventory levels from Sage 100.
  • Customer service agents miss critical financial context when handling support tickets.
  • Duplicate customer records across systems cause confusion and reporting inaccuracies.
Integration Diagram
Solution Illustration
The Solution

The Intelligent Integration: HubSpot + Sage 100 Powered by iPaaS

Our robust iPaaS solution provides a powerful, low-code platform to seamlessly connect HubSpot's comprehensive CRM suite with Sage 100's robust accounting and ERP functionalities. Experience real-time data synchronization, automated workflows, and a unified view of your entire business.

  • Bidirectional data synchronization for core entities
  • Event-driven workflows for real-time updates
  • Advanced data mapping and transformation engine
  • AI-powered data validation and anomaly detection
  • Robust error handling and retry mechanisms
Implementation Timeline

Go live with HubSpot + Sage 100 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 Sage 100, 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 + Sage 100 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 for core entities
  • Event-driven workflows for real-time updates
  • Advanced data mapping and transformation engine
  • AI-powered data validation and anomaly detection
  • Robust error handling and retry mechanisms
  • Centralized monitoring and governance
  • Scalable architecture for growing businesses

HubSpot and Sage 100: Technical Integration Details

Our iPaaS acts as the intelligent middleware, orchestrating seamless data exchange between HubSpot's modern APIs and Sage 100's robust, yet traditional, integration interfaces. This ensures data integrity, security, and real-time responsiveness.

Data Flow Steps

Authentication & Connection: Securely connect to HubSpot via OAuth 2.0 (Private Apps) and to Sage 100 via dedicated service accounts leveraging BOI/ODBC, with IP whitelisting where applicable.

Event Triggers: Configure HubSpot webhooks (e.g., on `dealstage` change, `contact` creation) for real-time data push. Implement Change Data Capture (CDC) or efficient polling mechanisms for Sage 100 to detect updates to `ARCustomer`, `SOSalesOrderHeader`, `CI_Item`, etc.

Data Extraction: Extract relevant data from the source system based on the trigger (e.g., HubSpot Deal properties, Sage 100 AR_Customer fields).

Data Transformation & Mapping: Utilize the iPaaS's visual mapping canvas to transform and normalize data structures. For instance, map HubSpot's `dealname` to Sage 100's `SalesOrderNo` (with custom logic for generation if needed), or `HubSpot Product` properties to `Sage 100 CI_Item` fields.

Data Validation & Enrichment (AI-powered): Before writing to the target system, AI services validate data types, identify duplicates (e.g., matching HubSpot Contact email to Sage 100 CustomerNo), standardize addresses, and enrich records.

Data Loading: Insert or update records in the target system using optimized API calls (HubSpot batch endpoints) or Sage 100 BOI/ODBC batch operations.

Error Handling & Monitoring: Log all transactions, implement automatic retries for transient errors, route persistent failures to dead-letter queues, and alert stakeholders via centralized dashboards.

Data Touchpoints

HubSpot Contacts <-> Sage 100 AR_Customer
HubSpot Companies <-> Sage 100 AR_Customer
HubSpot Deals <-> Sage 100 SO_SalesOrderHeader
HubSpot Quotes <-> Sage 100 SO_SalesOrderHeader
HubSpot Line Items <-> Sage 100 SO_SalesOrderDetail
HubSpot Products <-> Sage 100 CI_Item
HubSpot Tickets <-> Sage 100 GL_JournalEntry (for service revenue/cost) or custom service module
Sage 100 IM_ItemWarehouse (QuantityOnHand) -> HubSpot Product (Inventory Property)
Sage 100 AR_InvoiceHeader (Status) -> HubSpot Deal/Contact (Custom Property)

"HubSpot (CRM, Marketing, Sales, Service) <--> iPaaS (Connectors, Transformation, Orchestration, AI) <--> Sage 100 (ERP, Accounting, Inventory)"

Pricing

Simple, transparent pricing for HubSpot + Sage 100.

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 & Intelligent Data Mapping

Seamless data flow between HubSpot and Sage 100 relies on precise mapping of core business entities. Our iPaaS provides a visual, AI-assisted canvas to define these relationships and transformations.

Customer/Contact

Synchronizes individual and organizational customer data for a unified profile.

HubSpot Fields

HubSpot Contact: email, firstname, lastname, phone, lifecyclestage, hsobjectid HubSpot Company: name, domain, city, state, country, industry, hsobjectid

Sage 100 Fields

Sage 100 AR_Customer: CustomerNo, CustomerName, AddressLine1, City, State, AccountStatus, CreditLimit, EmailAddress

Mapping Notes

HubSpot Contact and Company often map to a single Sage 100 ARCustomer record. Unique identifiers (e.g., HubSpot `hsobject_id` stored in a custom Sage 100 field, or `CustomerNo` stored in a custom HubSpot property) are crucial for bidirectional updates and deduplication. Address standardization is key.

Next Steps

See HubSpot + Sage 100 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-Cash Automation

Automate the entire sales process from a Marketing Qualified Lead (MQL) in HubSpot to a paid invoice in Sage 100. When a HubSpot Deal closes, it automatically creates or updates the Customer and Sales Order in Sage 100. Invoice and payment statuses flow back to HubSpot, keeping sales and service teams informed.

Integration Steps:

  1. 0 MQL identified in HubSpot Marketing Hub
  2. 1 Contact/Company created/updated in HubSpot Sales Hub
  3. 2 Deal created and progresses in HubSpot
  4. 3 HubSpot Quote accepted, triggers Sales Order creation in Sage 100 (SO_SalesOrderHeader/Detail)
  5. 4 New Customer (AR_Customer) created in Sage 100 if not existing
  6. 5 Inventory allocated in Sage 100 (IM_ItemWarehouse)
  7. 6 Invoice generated and posted in Sage 100 (AR_InvoiceHeader)
  8. 7 Invoice and payment status synchronized back to HubSpot Deal/Contact

Business Outcome

Reduced sales cycle, accurate order processing, faster cash collection, unified customer view for all teams.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Sales Cycle & Revenue
Automate the transition from HubSpot Deals to Sage 100 Sales Orders, reducing manual steps and accelerating order fulfillment and invoicing.
Enhanced Customer 360 View
Provide sales, marketing, and service teams with real-time access to customer financial data, sales history, and service interactions from both HubSpot and Sage 100.
Eliminate Data Silos & Errors
Ensure data consistency and accuracy across HubSpot and Sage 100 by automating bidirectional synchronization and leveraging AI for validation.
Optimized Inventory & Product Data
Keep product catalogs, pricing, and inventory levels synchronized from Sage 100 to HubSpot, preventing overselling and ensuring accurate quotes.
Boost Operational Efficiency
Automate routine tasks like order entry, customer creation, and invoice status updates, freeing up your teams for more strategic activities.
Faster Financial Close
With automated invoice and payment status sync from Sage 100 to HubSpot, reconciliation efforts are reduced, streamlining your financial operations.
✨

Accelerated Sales Cycle & Revenue

25-40% Faster Sales-to-Cash Cycle

📋 What You Get

Automate the transition from HubSpot Deals to Sage 100 Sales Orders, reducing manual steps and accelerating order fulfillment and invoicing.

💼 Business Impact

This benefit directly contributes to 25-40% improvement in Faster Sales-to-Cash Cycle, enabling your team to focus on high-value strategic initiatives.

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 management and customer profiles.
POST, GET, PUT, DELETE /crm/v3/objects/companies Manage HubSpot Company records for account-based strategies.
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 and marketing.
POST, GET, PUT, DELETE /crm/v3/objects/quotes Automate quote generation and management, linking to deals and products.
POST, GET, PUT, DELETE /webhooks/v1/{appId}/subscriptions Manage webhook subscriptions for event-driven integrations (e.g., on contact update, deal stage change).

⚡ Transformation Logic

  • Field Mapping: Direct mapping of fields (e.g., `HubSpot Contact.email` to `Sage 100 AR_Customer.EmailAddress`).
  • Data Type Conversion: Automatically convert data types (e.g., string to numeric, date formats).
  • Concatenation/Splitting: Combine HubSpot first and last names into a single Sage 100 `CustomerName` field, or split full addresses.
  • Lookup Tables: Map HubSpot `lifecyclestage` values to custom Sage 100 status codes using predefined lookup tables.
  • Conditional Logic: Apply different transformations based on data values (e.g., if HubSpot `deal.amount` > $10,000, flag for additional approval in Sage 100).
  • Calculations: Compute extended amounts for line items or apply discounts dynamically.

🛡️ Error Handling

  • HubSpot API rate limit exceeded (handled by throttling/retries).
  • Sage 100 data validation error (e.g., invalid ItemCode, duplicate CustomerNo).
  • Network connectivity issues between iPaaS and either system.
  • Schema mismatch during mapping (detected during design/testing phases).
  • Authentication token expiration (handled by automatic refresh).
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ Why do I need an iPaaS to integrate HubSpot with Sage 100?
While HubSpot offers robust APIs, Sage 100 traditionally relies on interfaces like BOI and ODBC. An iPaaS acts as the crucial abstraction layer, providing pre-built connectors, visual mapping, and orchestration to bridge these different technologies securely and efficiently. It enables real-time, event-driven workflows that go beyond basic data sync, handling complex transformations, error management, and scalability that custom code often struggles with.

Business Value FAQs

▸ Can I achieve a real-time Customer 360 view with this integration?
Absolutely. By integrating HubSpot Contacts/Companies with Sage 100 AR_Customer, and synchronizing sales orders, invoices, and payment statuses, you consolidate all customer interactions, purchase history, and financial standing into a single, comprehensive profile. This empowers your sales, marketing, and service teams with a complete 360-degree view.

AI & Automation FAQs

▸ How does AI enhance the HubSpot and Sage 100 integration?
AI significantly boosts integration intelligence. It can auto-suggest field mappings, validate data quality (e.g., deduplicate contacts, standardize addresses), detect anomalies in financial transactions or order values, and even assist in generating complex transformation rules. This reduces manual effort, improves data accuracy, and proactively prevents errors.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating HubSpot and Sage 100?
Key challenges include Sage 100's lack of a native REST API, ensuring consistent data schemas, handling data validation and deduplication across systems, managing API rate limits (HubSpot), and robust error handling. Our iPaaS is specifically designed to address these by providing flexible connectivity, visual mapping, AI-powered validation, and comprehensive monitoring.

Workflows FAQs

▸ How does this integration handle sales orders and inventory synchronization?
When a HubSpot Deal closes or a Quote is accepted, the iPaaS automatically creates a corresponding Sales Order in Sage 100 (SOSalesOrderHeader/Detail), including all line items. Product data and real-time inventory levels from Sage 100 (CIItem, IM_ItemWarehouse) are synchronized to HubSpot Products, ensuring sales teams quote accurate pricing and prevent overselling.

Customization FAQs

▸ Is it possible to customize the integration workflows?
Yes, our iPaaS offers extensive customization. With its low-code visual designer, you can easily modify existing workflows, add custom business logic, define conditional routing, and map custom fields (HubSpot Custom Properties to Sage 100 UDFs). This allows the integration to perfectly align with your unique business processes without extensive coding.

Security & Compliance FAQs

▸ How is data security ensured during the integration?
Security is paramount. We use OAuth 2.0 for HubSpot, dedicated service accounts with least privilege for Sage 100, and encrypt all data in transit (TLS 1.2+). Credentials are stored in an encrypted vault, and IP whitelisting is implemented. Our iPaaS adheres to strict security standards like GDPR and CCPA, providing audit trails and role-based access control.

Operations FAQs

▸ What kind of monitoring and error handling capabilities are included?
Our iPaaS provides centralized monitoring dashboards, detailed logging of all transactions, and automated retry mechanisms for transient errors. Persistent failures are routed to a dead-letter queue for manual review, and configurable alerts notify relevant teams via email, Slack, or other channels, ensuring proactive resolution and data integrity.
Pricing

Simple, transparent pricing for HubSpot + Sage 100.

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

Connect™ Plan

Clarity Connect

$599 /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 + Sage 100 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