Epicor is one of the most powerful ERP platforms built for manufacturing and distribution. HubSpot is one of the most widely adopted CRM and marketing automation platforms on the market. For manufacturers and distributors running both, the gap between them — where customer data lives in two places and neither team has the full picture — is a persistent source of lost productivity and missed revenue.
An Epicor HubSpot integration closes that gap by synchronizing contacts, orders, products, and customer data between both platforms in real time.
Why Epicor Users Need HubSpot Integration
Epicor ERP excels at managing complex manufacturing workflows — production schedules, bills of materials, inventory, job costing, and financials. HubSpot, meanwhile, is purpose-built for the front end of the revenue cycle: attracting leads, nurturing prospects, managing sales pipelines, and retaining customers through targeted communication.
The problem is that without a connection between Epicor and HubSpot, your teams operate in separate data silos. Sales and marketing teams in HubSpot have no visibility into customer order history, product preferences, or payment status stored in Epicor. Operations teams in Epicor have no context on the HubSpot activities — campaigns, email interactions, support tickets — that shape each customer relationship.
The result is a fragmented customer experience and a slower, less efficient revenue operation.
What an Epicor HubSpot Integration Synchronizes
A well-designed Epicor HubSpot integration connects the most critical data objects across both systems:
Customers and Contacts
Customer master records from Epicor sync bidirectionally with HubSpot Companies and Contacts. New customers created in Epicor automatically appear in HubSpot for marketing engagement. New contacts captured through HubSpot forms or campaigns can flow into Epicor once they convert, creating a smooth handoff from marketing to operations.
Orders and Deals
When a deal closes in HubSpot, the integration can automatically create a sales order in Epicor — eliminating the manual re-entry that delays fulfillment and introduces errors. Order status updates from Epicor can sync back to HubSpot, keeping account managers informed without requiring them to log into the ERP.
Purchase History
Order history from Epicor — including products purchased, order frequency, and average order value — surfaces inside HubSpot contact records. This transforms your CRM from a simple communication log into a true revenue intelligence platform, enabling your team to identify upsell opportunities, reward loyal customers, and re-engage at-risk accounts.
Products and Pricing
Items and price books from Epicor sync to HubSpot’s product library so your sales team always quotes from current, approved pricing. For manufacturers with complex, job-specific pricing structures, this sync can be configured to match your pricing model precisely.
Invoices and Financials
Invoice data and payment status from Epicor appears in HubSpot, giving account managers visibility into outstanding balances alongside relationship history. This context helps your team have better, more informed conversations with customers at every stage of the lifecycle.
The Impact on Sales and Marketing Effectiveness
When Epicor and HubSpot share data in real time, the benefits compound across every customer-facing function:
- Sales reps close faster because they have real-time inventory and pricing data from Epicor inside HubSpot — no more waiting for ops to confirm availability.
- Marketing campaigns perform better because they’re built on actual transaction data from Epicor, not guesswork about who’s bought what.
- Customer retention improves because your team can identify and act on early warning signs of churn — like declining order frequency — before losing the account.
- Onboarding accelerates because new customer data entered in HubSpot flows automatically to Epicor, eliminating setup delays and double entry.
Considerations for Epicor Integration Projects
Epicor integration projects have some unique considerations compared to simpler ERP platforms. Epicor’s data model can be complex, with multiple site configurations, multi-company structures, and extensive custom fields that many manufacturers have added over years of use.
A successful Epicor HubSpot integration requires an integration team with deep Epicor expertise — not just a generic connector tool. The field mappings, sync logic, and error handling need to be designed around how your specific Epicor instance is configured.
Unity: Managed Epicor Integration, Powered by Intelligrate
Intelligrate was built by Epicor specialists. The Intelligrate platform has deep, native connectors into Epicor ERP — designed to handle the complexity of real-world Epicor deployments, not just simple demo environments. When you integrate Epicor with HubSpot through Unity, you get an integration that understands your ERP at the data model level.
Our team manages your Epicor HubSpot integration from initial scoping through go-live and ongoing support. We handle field mapping, testing, performance monitoring, and updates when either platform changes — so your integration stays reliable without requiring ongoing developer time from your team.
Ready to Connect Epicor with HubSpot?
If your business is running Epicor and HubSpot and your teams are still manually transferring data between them, it’s time to change that. Intelligrate can help you build a reliable, real-time connection that transforms how your sales, marketing, and operations teams work together.
Learn more about our Epicor HubSpot Integration →
Or contact our team to schedule a free consultation.
About Intelligrate
Intelligrate is an iPaaS provider and integration consultancy specializing in ERP and CRM integrations for manufacturers and distributors. The Intelligrate platform connects Epicor, SAP Business One, Infor, and Microsoft Business Central with Salesforce, HubSpot, and Microsoft Dynamics 365. We handle every aspect of your integration so your business runs smarter, faster, and with fewer errors. Talk with an Intelligrate Expert today.
