HubSpot Integration
Acumatica CRM with HubSpot Connector enables you to automatically launch, measure and manage campaigns between HubSpot and Acumatica’s unified CRM and ERP. Synchronise contacts, transfer campaign results, and initiate follow-up sales calls — automatically.
Key business benefits
CRM Related Pages
Execute End-to-End Marketing Campaigns Connected to Acumatica
Respond to qualified marketing leads in real-time with Acumatica’s seamless HubSpot Connector. Execute demand generation campaigns and then automatically qualify and assign leads. Acumatica HubSpot Connector tracks campaign progress, eliminating resource-intensive data entry and imports. Optimise marketing and boost sales by connecting Acumatica’s unified ERP and CRM with the industry’s top marketing automation solution, HubSpot.
Acumatica immediately assigns each lead to the appropriate salesperson and triggers alerts to keep the follow-up process progressing.
Qualified leads equip sales to manage prospects and support customers more efficiently while alleviating manual searches and vetting.
The integrated system automates routine marketing follow-ups and lead nurturing, sending out confirmation emails and user alerts without intervention.
LEVERAGE A CUSTOMISABLE, TURNKEY INTEGRATION
Take advantage of the out-of-the-box HubSpot Connector to synchronize sales and marketing data without time-consuming customization and data imports.
Give sales and marketing teams immediate access to real-time information to inform their decisions and streamline operations.
Spur productivity by scheduling HubSpot imports at pre-defined times, such as the beginning of the workday or after each demand generation campaign.
Use default-field mapping to create one-way or bi-directional data transfer. For example, the sales team can return unqualified leads.
Acumatica has been instrumental in helping us create sales, marketing, and customer relationship management processes.
–David Salmon, Director of Information Services, ComCenter
Integrated Marketing Campaign Management
Enable customers to create, execute, and manage marketing campaigns across both platforms. Marketing can capture leads, launch targeted campaigns, view the results, and respond in real-time on Acumatica CRM.
Out-of-the Box and Flexible Connections
Enable users to immediately connect HubSpot and Acumatica with out-of-the-box default field mappings. Users can also use custom field mappings to create custom data transfer points.
Automated Lead Management
Automatically qualify leads in HubSpot and transfer them to Acumatica. Immediately assign new MQLs to the appropriate salesperson.
Sales Automation
Push new MQLs to each salesperson, enabling them to follow-up to new leads immediately. Present a full view of opportunities and contacts to inform decisions. Improve efficiency with workflow assisted lead assignment and management.
360-Degree Views of Customer and Prospect Data
Deliver a 360-degree view of customer information and enable users to drilldown for details.
Contact Management
Synchronise contact information across HubSpot and Acumatica.
Email Management
Provide email templates for users to customize and use as confirmation emails. Automatically send confirmation emails to customers when payments are cleared.
Unified ERP and CRM Management
Enable HubSpot to connect with Acumatica CRM, which is embedded in Acumatica’s ERP Platform. The unified platform integrates marketing, sales, customer management, and financial operations.
Customer Case Management
Track, assign, and manage customer and employee support cases via integration to Acumatica CRM.