HubSpot Integration: Bring Sales and Inventory Together

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Erplain X HubSpot

Real-time synchronization

Installation Guide

Keep your deals organized and on track

Organize your deals in HubSpot pipelines and track their progress through every stage.
View the contacts, companies, and products associated with each deal.
Identify deals that need follow-up and plan your next sales activities.

Automate sales document creation

Automatically create sales documents from your HubSpot deals.
Continue processing your sales in Erplain: sales orders, shipping orders, and invoicing.
Documents associated with deals marked as lost in HubSpot are automatically canceled in Erplain.

Access key business information without leaving HubSpot

View your total inventory or inventory by location when creating deals in HubSpot: on-hand, available and incoming stock.
Prepare sales proposals using information updated in real time.
Get the answers your customers need on your own, with less time spent searching for information or asking colleagues.

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Why HubSpot

HubSpot is a CRM platform that brings your prospect and customer information together, helps you track deals, and keeps your sales activities organized.

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By connecting HubSpot with Erplain, you bring your CRM and order and inventory management together. You can follow each deal from start to finish and take advantage of advanced features for product management, order fulfillment, and purchasing.

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Key benefits of the HubSpot × Erplain integration

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A connected sales process: Track your deals in HubSpot and manage orders, shipments, and invoicing in Erplain.

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Less manual data entry, fewer errors: Keep information in sync across both platforms and create sales documents automatically.

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Better visibility into your business: Choose which data to display in HubSpot so you have the information you need for customer conversations.

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A workflow that fits your business: Use pipeline stages to trigger the creation of sales documents.

Questions fréquentes

Who is the HubSpot × Erplain integration for?

The integration is designed for SMBs that want to connect their sales pipeline with sales and inventory management, including wholesalers, distributors, brands, and manufacturers. It works for Erplain users looking to organize their deal tracking, as well as HubSpot users who need an order and inventory management solution connected to their CRM.

What happens when a deal is marked as lost in HubSpot?

The corresponding document is automatically canceled in Erplain, keeping your sales records aligned with your deal statuses in HubSpot.

What Erplain information can I view in HubSpot?

You choose which Erplain information to display in HubSpot through embedded app cards, such as total stock levels, stock by location, orders awaiting shipment, and overdue invoices. This gives you access to the information you need to manage sales and customer relationships without leaving your CRM.

What information syncs between HubSpot and Erplain?

The integration syncs contacts, companies, deals, and products in real time.

How are sales documents created in Erplain?

When a deal is marked as won in HubSpot, a sales document is automatically created in Erplain. The document type depends on the pipeline used. You can link different pipelines to different document types to match your sales process.

Pour plus d'informations concernant la connexion de cette application avec Erplain, veuillez consulter notre Centre d'Aide ou nous envoyer un message.

APP INTEGRATION

Connect HubSpot to your sales, purchases, and inventory

Erplain X HubSpot

Real-time synchronization

Keep your deals organized and on track

Automate sales document creation

Access key business information without leaving HubSpot

Why HubSpot

Key benefits of the HubSpot × Erplain integration

Questions fréquentes

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