We are likely using Workato for our HubSpot/Acumatica syncing. I am looking for suggested scenarios and triggers if anyone has planned this out. We will not be using the CRM module in Acumatica.;
• Customer Data to/from
• Company Data to/from
• Quotes to update deals in HubSpot
• Big Commerce also will be in the mix.
We are looking at something similar. We will be using Hubspot CRM not Acumatica but we need to get out customer information out of Acumatica to Hubspot. Has anyone done this?
There is a HubSpot/Acumatica connector but from what I understand you must have the Acumatica CRM module to utilize it. We are going to use other integrations either through API or Workato to try and make this work..
There is a HubSpot/Acumatica connector but from what I understand you must have the Acumatica CRM module to utilize it. We are going to use other integrations either through API or Workato to try and make this work..
Please keep me posted as to how you do this. As we are not using the ERP’s CRM either and need a way to get the contact information out of Acumatica and into Hubspot.
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