We have a client who wants to integrate Hubspot with Acumatica. Below is the Use Case that they provided. There seems to be many ways to do the integration - could anyone help with advising on the best approach given this use case?
Based on our growth strategy, the team would like to be able to:
- Use Acumatica and HubSpot to analyze historical data and segment dormant customers based on purchase frequency, product preferences, and industry type.
- Design personalized re-engagement campaigns offering exclusive promotions or solutions tailored to past challenges or orders (e.g., supply shortages).
- Integrate AI-driven tools to flag high-priority customers for outreach based on order patterns, high-demand products, or potential churn risks.
Here is some basic information about what we need for the Acumatica to HubSpot Integration. We need this for analysis, reporting and trigger based automation.
Some examples:
- Create a task for a sales rep when the time between orders exceed XX days (we will calculate average time between orders and trigger based on average gaps).
- Use line item data from sales orders / deals to add contacts to segmented lists based on popular product categories (for further email marketing)
- Highlight top revenue customers
- Use order volume to add to retargeting advertising lists
There are more use cases, but it looks like the primary data we want to work with will be sales orders in Acumatica. For this, we think syncing sales orders + line items to HubSpot Deals + line items will serve us well. It's important that these sales orders also sync their associated objects (contacts and companies) to HubSpot as well.
For some cases, the sync can be a one-way event (for completed orders), but we may want to also have a 2 way sync between quotes in Acumatica that adds them to a pipeline in HubSpot and keeps their status update. We can potentially trigger reminder automations to improve retention and conversion based on incomplete orders.
So essentially, we’d like to (the details are basic, not exhaustive by any means):
- Sync Sales orders from Acumatica as Deals in HubSpot when order has been placed.
- All line items in Sales Order should sync to line items on the deal record. For example:
- SKU
- Name
- Qty
- $ each
- Discount% (if applicable)
- Potentially add line item to HubSpot product catalog as they are created (this may not be necessary, as line items can potentially sync straight from deals).
- Deal Record will need to be customized with all relevant properties from sales order, for example:
- Order ID
- Order Date = Close Date
- Associated Contact + Relevant Details (requirement to find existing contact, or create new)
- Associated Company + Relevant Details (requirement to find existing company, or create new)
- 2 Way - Stage and Pipeline (closed won only) - can we keep these in sync?
- 2 Way - Stage and Pipeline (quoted but not ordered) - can we keep these in sync?
- Order Amount $ w/ Tax amount
- All line items in Sales Order should sync to line items on the deal record. For example:
Thanks