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HubSpot + Sage X3 Integration

Clarity Connect™ integrates HubSpot with Sage X3, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links HubSpot and Sage X3 through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between HubSpot and Sage X3.

  • Map HubSpot custom properties to Sage X3 user-defined fields (UDFs) or custom tables.
  • Synchronize Sage X3 custom fields/attributes to HubSpot custom objects or properties.
Implementation Timeline

Go live with HubSpot + Sage X3 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 X3, 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 X3 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Map HubSpot custom properties to Sage X3 user-defined fields (UDFs) or custom tables.
  • Synchronize Sage X3 custom fields/attributes to HubSpot custom objects or properties.

Robust, Scalable, and Secure Integration Architecture

Our recommended architecture for HubSpot and Sage X3 integration centers around a modern iPaaS, acting as the intelligent middleware. This approach ensures high availability, scalability, and robust security, moving beyond fragile point-to-point connections to a unified, manageable integration landscape.

Data Flow Steps

Event-Driven Architecture: Utilize HubSpot webhooks and Sage X3 event capabilities for real-time data synchronization, minimizing latency.

Canonical Data Model: Define a standardized internal data model within the iPaaS to harmonize data definitions between HubSpot and Sage X3, simplifying complex transformations.

API-First Approach: Leverage native RESTful APIs of both systems for programmatic and efficient data exchange.

Master Data Management (MDM): Establish clear ownership for core entities (e.g., Sage X3 for Product master, HubSpot for Lead master) to prevent data conflicts.

Idempotent Operations: Design integration flows to ensure that repeated requests do not create duplicate records or unintended side effects.

Data Touchpoints

HubSpot Platform (CRM, Marketing, Sales, Service Hubs)
Sage X3 ERP System (Financials, Sales, Inventory, Purchasing)
Integration Platform as a Service (iPaaS): Connectors, Workflow Engine, Data Mapper, Monitoring, Error Handling, AI Co-pilot
API Gateways: For secure and managed access to system APIs
Message Queues: For buffering high-volume, asynchronous data flows (within iPaaS)

"Conceptual diagram shows HubSpot (CRM/Marketing/Service Hub) and Sage X3 (ERP/Accounting/Inventory) connected via a central iPaaS platform. The iPaaS orchestrates data flow, applies transformations, and manages event triggers. External AI services can be depicted as a layer within the iPaaS for advanced capabilities."

Pricing

Simple, transparent pricing for HubSpot + Sage X3.

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

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

HubSpot Contact / Sage X3 Customer

Synchronizes individual and organizational contact details, lifecycle stages, and account information.

HubSpot Fields

email firstname lastname phone lifecyclestage hubspotownerid hsobjectid

Sage X3 Fields

Customer ID Customer Name Address Contact Information (Email, Phone) Payment Terms Customer Group

Mapping Notes

HubSpot Contacts typically map to Sage X3 Customers, with HubSpot Companies mapping to Sage X3 Customer Accounts. Deduplication logic is crucial, often using email or domain as a primary key. Bi-directional sync is common for updates, while new customer creation typically originates from HubSpot (leads) or Sage X3 (direct accounts).

Next Steps

See HubSpot + Sage X3 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

Automatically transfer qualified leads and deals from HubSpot to create or update customers and sales orders in Sage X3, streamlining the entire sales and fulfillment process.

Integration Steps:

Business Outcome

Frequency

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose

⚡ Transformation Logic

  • Standardize address formats (e.g., 'St.' to 'Street').
  • Map HubSpot `lifecyclestage` values to Sage X3 `Customer Group` or `Prospect Status`.
  • Convert HubSpot `deal.amount` to Sage X3's currency format, applying exchange rates if multi-currency.
  • Consolidate HubSpot `Line Item` details into Sage X3 `Sales Order Lines`, ensuring product SKU consistency.
  • Enrich HubSpot `Contact` records with Sage X3 `Customer ID` for seamless lookup and linking.

🛡️ Error Handling

  • HubSpot API rate limit exceeded (handled by queuing & exponential backoff).
  • Sage X3 validation errors (e.g., invalid product code, missing required field).
  • Network connectivity issues between iPaaS and either system (handled by retries).
  • Data type mismatches during transformation (flagged by AI validation).
  • Duplicate record creation due to race conditions (prevented by idempotency & deduplication).
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why should I integrate HubSpot with Sage X3?
Integrating HubSpot with Sage X3 eliminates data silos between your CRM and ERP, providing a unified view of customers, automating the lead-to-cash process, improving data accuracy, and enhancing overall operational efficiency. It ensures sales, marketing, and finance teams work with consistent, real-time information.

Technical FAQs

▸ What is the best approach for HubSpot Sage X3 integration?
The most effective approach is using a modern Integration Platform as a Service (iPaaS). An iPaaS provides pre-built connectors, visual mapping tools, robust error handling, and supports event-driven, real-time data synchronization between HubSpot's APIs and Sage X3's APIs, ensuring scalability and maintainability.
▸ How are API rate limits handled during integration?
Our iPaaS solution intelligently manages API rate limits for both HubSpot and Sage X3 by employing strategies such as intelligent queuing, batching multiple operations into single API calls, parallel processing, and exponential backoff retry logic to prevent service interruptions and optimize throughput.

Business Benefits FAQs

▸ Can I achieve a 'Customer 360' view with this integration?
Yes, achieving a Customer 360 view is a primary benefit. By synchronizing customer data, sales orders, invoice status, and service tickets bi-directionally, you consolidate all customer interactions, purchase history, and financial data into a single, comprehensive profile within both HubSpot and Sage X3.

AI Features FAQs

▸ How does AI enhance HubSpot Sage X3 integrations?
AI significantly enhances integrations through features like auto-mapping suggestions, intelligent data validation, anomaly detection for data discrepancies, automated error resolution, and predictive analytics for lead scoring or inventory management. This leads to higher data quality and more intelligent automation.

Entities FAQs

▸ What kind of data can be synchronized between HubSpot and Sage X3?
Key entities synchronized include Contacts/Customers, Companies, Deals/Sales Orders, Products, Inventory levels, Quotes, Invoices, and Payment Status. Custom objects and fields can also be mapped to support unique business requirements.

Security & Compliance FAQs

▸ Is the integration secure and compliant?
Absolutely. The integration adheres to robust security protocols including OAuth 2.0 authentication, TLS/SSL encryption for data in transit, encryption at rest, IP whitelisting, and strict access controls. We also prioritize compliance with regulations like GDPR and CCPA, with features like data masking and audit trails.

Customization FAQs

▸ Can I customize the integration workflows?
Yes, our iPaaS offers extensive customization options. You can define custom fields, extend workflows with conditional logic and business rules, and even leverage AI-assisted transformations. The low-code/no-code interface empowers business users to adapt integrations to evolving needs without extensive coding.
Pricing

Simple, transparent pricing for HubSpot + Sage X3.

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 X3 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