Key Questions For Integrating HubSpot with your ERP System

Looking at Integrating HubSpot with an ERP System?

Integrating HubSpot with your Enterprise Resource Planning (ERP) software can work wonders for your business operations. It maximizes the value of your critical business data, centralizes information, and even helps automate workflows to supercharge your operations. But hey, hold your horses! Before you dive headfirst into the integration process, it's crucial to ask the right questions to ensure a seamless experience.

Here's a list of mission-critical questions to address when considering alternatives for a HubSpot and ERP integration:


What specific objectives do you want to achieve by integrating your ERP with HubSpot?

Context: Identifying your primary goals will set the foundation for the integration. Whether it's to access historical invoicing data for sales reps, streamline customer interactions, or gain insights into purchasing trends, having a clear vision can guide the integration process.


Can you provide the exact name and version of the ERP software platform you intend to integrate with HubSpot?

Context: Knowing the software's version is pivotal. Older versions of some platforms may not be directly compatible with HubSpot, necessitating an upgrade or additional measures to ensure successful integration.


Do you already collaborate with a consultant or specialist who assists in customizing and managing your ERP?

Context: A consultant who specializes in your ERP system can expedite the integration process, especially if a custom solution is needed. They'll bring familiarity with the ERP's intricacies and any customizations that have been made, enhancing the integration's success rate.

Is your ERP software hosted on-premise (on a local server) or is it cloud-based?

Context: The deployment method can determine the integration complexity. On-premise solutions, often found in older ERP systems, might necessitate additional tools or software, like Skyvia Agent, to sync the database to a cloud repository. Some ERPs might require their own in-house solutions for this purpose.

Is there an iPaaS provider that offers a prebuilt integration solution for your ERP and HubSpot?

Context: Integration Platform as a Service (iPaaS) is a suite of cloud services that facilitate end-to-end integration between different software. While Zapier is commonly known, it's not an iPaaS. There are multiple iPaaS providers, and leveraging their pre-built solutions can save considerable time and effort.

Exploring iPaaS Integration Solutions for HubSpot and Your ERP System

Integrating HubSpot with ERP systems can be efficiently managed using iPaaS platforms, which provide connectors, applications, and integrations designed to bridge these systems together. 

Here are some of the more well-known iPaaS platforms known to facilitate HubSpot integration with various ERP systems:

  • Specifically designed for HubSpot and ERP integrations, offers a suite of connectors that enable seamless synchronization between the two platforms.
  • Skyvia: Skyvia is a cloud-based platform that provides integrations between ERP systems and other applications. It offers a wide range of integrations, including those with Microsoft Dynamics 365, Salesforce, and Oracle NetSuite. 
  • Boomi (by Dell): One of the leading iPaaS providers, Boomi offers a vast library of connectors for various platforms, including HubSpot and numerous ERP systems.
  • MuleSoft (Anypoint Platform): This comprehensive integration platform offers a variety of connectors, making it easier to integrate HubSpot with many ERP systems.
  • Jitterbit: A powerful integration platform that simplifies the process of connecting HubSpot to a variety of software solutions, including ERP systems.
  • SnapLogic: With its intuitive drag-and-drop interface, SnapLogic offers a multitude of connectors, including those for HubSpot and various ERP platforms.
  • Celigo A user-friendly integration platform, Celigo offers a range of pre-built connectors and templates to expedite the HubSpot and ERP integration process.
  • Scribe (by TIBCO): A versatile platform that focuses on data integration, making it efficient to synchronize data between HubSpot and ERP systems.

Custom Integration Development:

If there isn't an available HubSpot Operations Hub Data Sync or a suitable iPaaS solution, it might be necessary to explore building a custom integration tailored to your specific needs.

Remember, each business has unique needs and infrastructures. Taking the time to understand these details and asking the right questions will ensure that the integration between HubSpot and your ERP system adds substantial value to your operations.