Sage Intacct HubSpot Integration
Integrating Sage Intacct with HubSpot can be achieved with Codeless Platforms’ BPA Platform, offering benefits like data synchronisation, improved customer management and insights, and streamlined workflows. This integration allows businesses to connect their CRM and ERP systems to reduce data silos and enhance operational efficiency.
Codeless Platforms’ HubSpot Sage Intacct integration solution provides HubSpot and Sage Intacct users and partners with a pack of preconfigured tasks that automates the synchronisation of customer accounts and contacts, and product data and quantity.
The Sage Intacct HubSpot integration solution reduces repetitive manual administration tasks from employee workloads, helping to remove data entry errors, increase employee productivity and improve company performance.
Sage Intacct HubSpot Integration Modules and Benefits
Default modules and functionality:
Bi-Directional Synchronisation
- Customer Accounts: New customer accounts created in either Sage Intacct or HubSpot can be automatically synchronised, including name, phone, billing address, and any notes related to that account.
- Customer Contacts: New and existing customer contacts can be created and/or updated in Sage Intacct or HubSpot, with the associated business partner or customer account, including company title, name of contact, and phone number. Typically, the contacts data will be batched to run every 15 minutes during business hours.
HubSpot to Sage Intacct
- Deals Won: If a deal status is set to ‘Deal Won’ in HubSpot, the data from that deal is used to create a sales order in Sage Intacct from the approved quote or order generated in HubSpot. The Sage Intacct order becomes the master following this process not the HubSpot copy and the Sage Intacct order number in the Sage Intacct is used as the synchronisation key in HubSpot.
Sage Intacct to HubSpot
- Product Master Data: New product / item data will be synchronised from Sage Intacct to HubSpot on an hourly basis. When a new item/product is added to Sage Intacct it will update HubSpot.
Sage Intacct to staging database
- Sales Orders: The sales order ID created in Sage Intacct will then be downloaded into a staging database ready for consumption by HubSpot or other business systems.
This solution requires three connections:
- SQL Connector Tool (x1) for BPA Staging DB
- HubSpot Connector Tool for HubSpot API
- Sage Intacct Connector Tool (x1) for Sage Intacct API
HubSpot Sage Intacct integration benefits
- Remove repetitive, bi-directional data entry
- Increase the visibility of critical information across employees and departments
- Improve sales forecasting accuracy
- Quickly and easily facilitate two-way integration
- Reduce operational costs
- Increase ability to drive company revenue
