HubSpot ERP integration · Deals, quotes and invoices

HubSpot runs the pipeline. Your ERP runs the money.

A won deal in HubSpot should become a sales order in your ERP without anyone retyping it, and the invoice status should flow back so sales can see who has paid. QServices connects HubSpot to Business Central, NetSuite, SYSPRO, Epicor, Sage and SAP Business One, with a named person approving orders before they post.

Won deal · to ERP sales orderRunning
HubSpot deal
DealAcme · Q4 restock
StageClosed won
Lines3 products, by SKU
Amount$48,200
ERP sales order (draft)
CustomerC-10422, matched
Items3 of 3 found
CreditWithin limit
StatusWaiting for approval
Illustrative. The order waits for a named person before it posts.Illustrative
What moves where

Four flows between HubSpot and your ERP.

Most integrations need all four. Agreeing which system owns each piece of data comes before any connector.

Your ERPThe record for items, prices, credit and invoices
Products and prices

ERP to HubSpot

  • Item master

    Products sync by SKU, so a deal's lines match real ERP items.

  • Price books

    HubSpot price books hold prices by region and currency; every product needs a price in every currency.

Customer and credit

ERP to HubSpot

  • Account status

    Credit limit, balance and on-hold flag show on the company record before a rep quotes.

Won deal to sales order

HubSpot to ERP

  • At closed won

    The deal's lines become a draft order; currency, items and tax code must match or nothing is created.

  • Approval

    A named person approves orders above an agreed value before they post.

Invoices and payments

ERP to HubSpot

  • Billing status

    Invoices can sit in HubSpot as non-billable records, so sales sees what's paid while the ERP still bills.

From HubSpot's knowledge base and developer documentation, October 2026.

How to connect them

Five ways to connect HubSpot to an ERP.

HubSpot's own data sync covers NetSuite and Dynamics 365. For SYSPRO, Epicor, Sage, SAP Business One and most Business Central setups, it's a marketplace app, an integration platform or a build.

01NetSuite, Dynamics 365

HubSpot data sync

Why it works

Free base sync, maintained by HubSpot

Can create sales orders and invoices for NetSuite and Dynamics 365

Watch out for

Custom field mappings need a Data Hub subscription

Changing a deal's price after the Dynamics order exists doesn't update the order

02

Marketplace app

Why it works

Ready-made mappings for a specific ERP

Watch out for

Many have very few installs: one SAP Business One app lists under 10, from $900 a month

Often one-way only

03Celigo, Boomi, Workato

Integration platform

Why it works

Templates, monitoring and retries

Handles several systems at once

Watch out for

Vendor estimates run $1,000 to $3,000 a month

Someone still has to own the mappings

04

Power Automate

Why it works

Fits a Microsoft estate and Business Central

Watch out for

The HubSpot connector is a community-published preview: Premium, 100 calls a minute, no triggers

Fine for light jobs, not order sync

05Our usual route

Custom build

Why it works

HubSpot APIs and webhooks on one side, the ERP's own API on the other

Exactly your rules, with an approval queue

Watch out for

Needs monitoring and someone to run it after go-live

What it costs

The costs people forget to budget.

PhaseTypical rangeWhat decides it
Data Hub Professional$720 a month (annual) or $800Needed for custom code actions and bulk duplicate management; includes 5,000 HubSpot Credits
Data Hub Enterprise$2,000 a monthReal-time data quality scans; 10,000 credits
HubSpot Credits beyond the plan$0.01 per creditEvery HubSpot AI agent uses credits since 23 July 2026; credits don't roll over
Integration platformAbout $1,000 to $3,000 a monthVendor estimate for HubSpot to NetSuite; varies by flows and volume
HubSpot APIIncludedProfessional apps get 190 requests per 10 seconds and 625,000 a day; webhooks don't count against it

HubSpot list prices and documentation, October 2026; integration platform range from a vendor (Folio3, December 2025).

Before the first sync

Get these right and the sync stays clean.

0 of 10 settled
Keys and duplicates
Orders
Running it

From HubSpot's documentation on data sync, deduplication and webhooks.

FAQ

What teams ask about HubSpot and the ERP.

How do I connect HubSpot to my ERP?

HubSpot's own data sync covers NetSuite and Dynamics 365. For SYSPRO, Epicor, Sage, SAP Business One and most Business Central setups, you use a marketplace app, an integration platform or a custom build on HubSpot's API and webhooks.

Can a won deal become an ERP sales order automatically?

Yes. At closed won, the integration reads the deal's line items and creates a draft order, as long as currency, items and tax codes match. We add an approval step above an agreed value, and changes after the order exists need their own handling.

Do we need HubSpot Data Hub?

Any Data Hub tier for custom field mappings; Professional, at $720 a month on annual billing, for custom code actions and bulk duplicate management.

Will the integration create duplicates?

It can. Companies created through the API aren't deduplicated by domain, and older ERPs often lack clean keys. Agree the matching key, such as the ERP customer number, before the first sync.

What do HubSpot's AI agents cost?

They use HubSpot Credits. The Customer Agent costs $0.50 per resolved conversation, and credits beyond your plan cost $0.01 each.

Can a HubSpot AI agent post orders or invoices?

HubSpot agents can write CRM records and call outside systems, but anything that posts money should go through a named approver. HubSpot's own Revenue agent can't change invoice amounts or payment terms.

Two weeks · fixed price · you keep the findings

Stop retyping won deals.

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