CRM Integration

HubSpot, connected
to your order
and fulfilment flow.

Deals and Tickets in HubSpot become sales orders in your ERP. Fulfilment tracking and invoice numbers flow back into the Deal automatically. Products sync from your ERP into HubSpot's product catalogue so line items are always current. Your sales team sees what is happening operationally — without logging into a second system.

HubSpot connects to
By the numbers
2-way
Bidirectional sync
CRM → ERP and ERP → CRM
99.9%
Uptime SLA
Monitored 24/7 · alerting included
5flows
Full coverage
Deals · tickets · tracking · invoices · products
Live CRM ↔ ERP flow
HubSpot Deal moved to Closed Won
Bright Living Ltd · 48× SKU-0041 · £4,320.00
DEAL
Unleashed SO-7741 created
Customer matched · line items mapped · ref HS-8821
SALES ORDER
Despatch confirmed · tracking pushed to Deal
DHL 1Z9A4427YN · Deal property updated
TRACKING
Invoice number written back to Deal
INV-6041 → HubSpot Deal property: invoice_number
INVOICE
Product catalogue synced to HubSpot
14 products updated · SKU-0043 new · pricing current
PRODUCTS
How the integration works

Data flows both ways.
Each flow has a purpose.

Most CRM integrations only sync contacts and companies. This one connects the full commercial lifecycle — from a Deal in HubSpot through to a sales order in your ERP, and then back with the operational data your sales team actually needs to see.

Source
HubSpot
Deals · Tickets
Products · Contacts
→ Deal / Ticket
← Tracking
← Invoice no.
⇄ Products
Orchestration
Supply Lens
Transform · route
validate · map
→ Sales order
← Despatch
← Invoice
⇄ Products
Destination
ERP / IMS
Unleashed · Cin7
Enterpryze · more
What Supply Lens handles

Five flows. Every direction
between HubSpot and your operation.

The integration is deliberately bidirectional. HubSpot sends commercial intent — Deals and Tickets — and receives operational reality back. The gap between what the sales team sees in HubSpot and what is actually happening in the ERP closes automatically.

HubSpot → ERP
Deals → sales orders
When a Deal in HubSpot reaches a configured stage — typically Closed Won, or a custom stage you define — Supply Lens reads the Deal, its associated line items and the linked contact and company records, and creates a correctly structured sales order in your ERP or IMS. The customer is matched to an existing ERP account or created if they do not exist. Line items map from HubSpot's product catalogue to ERP product codes. Deal properties you need on the order — reference numbers, custom fields, delivery instructions — are mapped through as order-level or line-level notes.
Stage-triggered Deal line items → order lines Customer matching and creation Custom Deal properties mapped Configurable trigger stage
HubSpot → ERP
Tickets → sales orders
Where your team uses HubSpot Tickets rather than Deals to manage orders — common in B2B service-led sales, wholesale reorders and customer service-driven order processes — Supply Lens reads the Ticket and its associated data and creates the ERP sales order in the same way. The trigger is a Ticket pipeline stage you define, and the same customer matching, line item mapping and property forwarding logic applies. You can run Deal-triggered and Ticket-triggered order creation in parallel if your team uses both objects for different order types.
Ticket pipeline stage trigger Ticket properties → order fields Parallel Deal and Ticket flows Customer resolution
ERP → HubSpot
Fulfilment tracking → Deal / Ticket
When the order ships from your ERP or warehouse, Supply Lens writes the despatch confirmation back to the originating HubSpot Deal or Ticket. The carrier name, tracking number and estimated delivery date are written to HubSpot Deal or Ticket properties you define — typically custom properties named something like tracking_number, carrier and despatch_date. The Deal or Ticket stage can also be advanced automatically on despatch, so your pipeline reflects operational reality without anyone manually updating CRM records after every shipment.
Tracking number → Deal property Carrier → Deal property Despatch date → Deal property Optional stage advancement Deal and Ticket supported
ERP → HubSpot
Invoice numbers → Deal / Ticket
When an invoice is raised in your ERP against the sales order that originated from HubSpot, Supply Lens writes the invoice number back to the associated Deal or Ticket. This means your sales team can see the invoice reference directly in HubSpot without having to ask the finance team or log into the ERP. Where multiple invoices are raised against a single Deal — partial shipments, instalment invoicing — each invoice number is appended to the Deal property so the complete invoicing history is visible in CRM context.
Invoice number → Deal property Multiple invoices per Deal Invoice date and value optional Finance visibility in CRM
ERP → HubSpot
Product sync to HubSpot catalogue
HubSpot's product library is used to populate Deal and Quote line items. If it is out of date — wrong prices, missing products, discontinued SKUs still showing — the sales team either picks the wrong item or works around the catalogue entirely. Supply Lens syncs products from your ERP or IMS into HubSpot's product library automatically. New products are created, existing products are updated with current pricing and descriptions, and discontinued items can be marked inactive. The HubSpot catalogue stays current as a natural consequence of maintaining your ERP — not as a separate task.
ERP products → HubSpot library Pricing kept current New product creation Discontinued item handling SKU cross-reference
Bidirectional
Contact and company sync
Customer records need to be consistent between HubSpot and your ERP for the Deal-to-order flow to work cleanly. Supply Lens keeps them aligned in both directions — new customers created in HubSpot are pushed to the ERP, and account updates from the ERP (address changes, credit limit changes, account code updates) flow back to the HubSpot Company record. The matching logic uses whatever identifier is most reliable for your setup: email, company name, ERP account code or a custom HubSpot property.
HubSpot Contact ↔ ERP customer HubSpot Company ↔ ERP account Match by email, name or code Account updates both ways
Integration pairings

HubSpot connected to
your operational system of choice.

The same five flows work across every ERP and IMS pairing. Deals become orders, tracking and invoices come back, products stay in sync — regardless of which system sits behind HubSpot.

Where HubSpot integrations break

CRM and ERP have different ideas
about what a customer is.

HubSpot organises data around Contacts and Companies. ERPs organise it around customer accounts and price lists. The translation between the two is where most HubSpot integrations either oversimplify or break down entirely.

Our HubSpot Deals have line items but they use HubSpot product names, not our ERP SKUs.

HubSpot's product library and your ERP's product catalogue are two separate systems with no inherent SKU alignment. Supply Lens maintains a cross-reference between HubSpot product IDs and ERP product codes, built from the product sync that runs as part of the standard integration. When a Deal is converted to a sales order, each line item is resolved to the correct ERP product code using this cross-reference — not by attempting to match on product name, which breaks as soon as naming conventions differ between the two systems.

A Deal in HubSpot is linked to a Company, but we need that Company to map to the right customer account in our ERP — and we have hundreds of accounts.

HubSpot Companies and ERP customer accounts are not the same thing. A single ERP customer account might correspond to multiple HubSpot Companies (different trading entities under one group), or a HubSpot Company might need routing to different ERP accounts depending on the Deal type. Supply Lens handles this with a configurable customer resolution strategy — matching by ERP account code stored as a HubSpot Company property, by domain, by name, or by a custom field. The strategy is defined once and applied consistently to every Deal conversion.

We want tracking to appear in HubSpot but we have custom Deal properties — a generic connector just writes to the wrong field.

HubSpot's flexibility means every team configures their Deal properties differently. A generic integration that writes tracking data to hardcoded property names will either fail silently or write to the wrong field — or require you to rename your properties to match the connector's assumptions. Supply Lens maps ERP despatch fields to whichever HubSpot Deal or Ticket properties you have actually configured — tracking_number, shipment_reference, carrier_name, or whatever your team set up. The mapping is specified at configuration time and does not require changes to your HubSpot property structure.

Our HubSpot product library is months out of date because nobody remembers to update it when we add products to the ERP.

Manual product catalogue maintenance across two systems does not survive contact with a growing product range. The moment a new product is added to the ERP and a sales rep goes to add it to a Deal in HubSpot, it either is not in the library or has the wrong price. Supply Lens syncs products from your ERP to HubSpot automatically — new products are created, pricing is updated when it changes, and discontinued lines are marked inactive. The HubSpot catalogue is always current because the sync runs on a schedule, not because anyone remembered to update it.

Getting started

Most HubSpot integrations
are live in 3–4 days.

The scope call covers Deal stage triggers, product library alignment, customer matching strategy and the Deal properties you want tracking and invoice data written to. Once that is confirmed the configuration is straightforward.

What you need to provide
  • HubSpot private app credentials with the required scopes
  • ERP or IMS credentials and warehouse list
  • The Deal or Ticket pipeline stage that triggers order creation
  • The Deal properties you want tracking and invoice data written to
  • Customer matching strategy — how HubSpot Companies map to ERP accounts
  • Confirmation of whether product sync is needed and which ERP products to include
  • A handful of sample Deals with representative line items
How we get you live
1
Scope
Credentials, trigger stages, Deal property mapping and customer matching strategy confirmed.
2
Configure
Connection built in staging. Product sync, customer resolution and Deal property mapping applied.
3
Test
Sample Deals converted end-to-end. Tracking and invoice writeback validated. Product sync confirmed.
4
Go live
Production activated. Deal conversion and writeback monitored from day one.

Ongoing support includes Deal property mapping changes, new pipeline stage triggers and product sync maintenance as your catalogue evolves.

Ready to connect HubSpot
to your operation?

Deals become orders. Tracking and invoices come back. Products stay current. 30-day trial available.