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Question

Acumatica / HubSpot integrations

  • April 11, 2024
  • 9 replies
  • 172 views

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.

 

9 replies

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  • Freshman I
  • 20 replies
  • May 10, 2024

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?


  • Author
  • Freshman I
  • 6 replies
  • May 10, 2024

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..


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  • Freshman I
  • 20 replies
  • May 10, 2024
DanaAGI wrote:

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.


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2754 replies
  • July 1, 2024

Hi @DanaAGI were you able to find a solution? Thank you!


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  • Freshman I
  • 15 replies
  • October 18, 2024

hello @DanaAGI did you manage to put together something that works. I have exactly the same situation that we want to integrate 

• Customer Data to/from

• Company Data to/from

• Quotes to update deals in HubSpot

• Big Commerce also will be in the mix.

not easy to find an obvious solution


  • Author
  • Freshman I
  • 6 replies
  • October 18, 2024

Hello @GavinWorsley we have contracted to write our own middleware for Acumatica/Big Commerce to correctly sync 

• Acumatica Customers to Big Commerce (B2B) Companies 

• Acumatica Contacts to Big Commerce (B2B) Company Users

Acumatica built in connector only connects (B2C)

• Acumatica Customers to Big Commerce (B2C) Customers


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  • Freshman I
  • 15 replies
  • October 18, 2024

thank you @DanaAGI  so you haven’t gone to HubSpot with this yes. just the B Commerce?


  • Author
  • Freshman I
  • 6 replies
  • October 18, 2024

@GavinWorsley not yet,  it is in the plans,  to many other priorities for golive on Dec 1. 


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  • Freshman I
  • 15 replies
  • October 18, 2024

good on you! have a great year.


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