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Acumatica HubSpot Integration Summarized [+ Methods]

Aiswarya Madhu
October 31, 2023 |
Acumatica HubSpot Integration

Acumatica Cloud ERP and HubSpot CRM (customer relationship management) are two powerful systems that assist businesses streamline their business operations in order to promote rapid expansion in response to rising market demand.

Acumatica is a cloud-based ERP (enterprise resource planning) solution that assists enterprises in the management of their finances, supply chain, and other critical business activities. In contrast, HubSpot is a marketing and sales automation platform that assists firms in attracting, engaging, and delighting customers.

Acumatica HubSpot Integration Approaches

When choosing an integration approach, businesses need to consider several factors such as the complexity of their business processes, the volume of data they need to transfer, and the availability of resources to implement and maintain the integration.

Approach 1: Manual Data Entry

Manual data entry from one system into the other is the basic method of integrating Acumatica ERP with HubSpot. This approach is not widely suggested as it can be time-consuming, prone to mistakes, and may produce inconsistent data. But tiny enterprises with little data volume and few data transfers frequently may find it advantageous.

Approach 2: Custom Development

Custom development is another way of integrating Acumatica with HubSpot. Using the APIs and SDKs offered by both systems, this strategy entails developing a unique integration solution. Technical know-how, resources, on-going maintenance, and support are all needed for this strategy. For businesses with specific integration needs that cannot be satisfied by off-the-shelf solutions, custom development can be a good fit.

Approach 3: Integration Platfrom as a Service

iPaaS are third-party middleware that can help connect multiple applications including CRM and ERPs. These solutions are often cloud-based and don’t call for any special coding or development. They provide a variety of integration options, including reporting, automation, and real-time data synchronization. Pre-built integration solutions are a popular option for businesses of all sizes because they may save time, money, and increase data accuracy.

Read More: Top 15 iPaaS Solutions and Platforms

How Does Integration using iPaaS Help?

Integration refers to the process of connecting different applications ( Shopify HubSpot integration , Netsuite HubSpot integration , HubSpot Epicor Eclipse integration ) to enable seamless data exchange and process automation. With the right integration tool, companies can gain the following advantages.

  • Pre-built APIs: Third-party integrators frequently offer APIs (Application Programming Interfaces) that are already built and ready to be included into your application. The developers’ ability to include these APIs into their applications is made simple by the fact that they each come with their own documentation and code samples.
  • Plug-ins and Libraries: Third party integrators also offer libraries and plug-ins that may be used to expand the functionality of your code. These add-ons and libraries might cut down on the amount of customised code required to introduce new features because they are made to integrate easily with your application.
  • Cloud-based services: Many third-party integrators provide cloud-based services that can be utilised to offload a few of your application’s processing-related duties. The amount of code required to do complex operations can be decreased by integrating these services through the use of APIs or SDKs (Software Development Kits).
  • Visual development tools: A few third-party integrators provide visual development tools, which let programmers build apps using drag-and-drop user interfaces rather than writing code. These solutions frequently include pre-made components and templates that can be quickly modified to meet your unique requirements.

Reommended Reading: Acumatica ERP Integration: A Step-By-Step Guide

Why Integrate Acumatica & HubSpot At All?

While both Acumatica and HubSpot offer robust solutions for managing different aspects of a business, integrating these systems can provide significant benefits, including:

Seamless data synchronization

By integrating Acumatica and HubSpot, businesses can synchronize data between the two systems in real-time. This means that customer data, sales orders, and other important information can be seamlessly transferred between the systems, ensuring that all data is accurate and up-to-date.

Centralized customer insights 

Businesses can more effectively comprehend their customers when data from HubSpot CRM and Acumatica ERP is combined in one location. Businesses can detect patterns, preferences, and behaviours that can guide marketing and sales strategies by analysing customer data such as purchase history, website activity, and email exchanges.

Better lead management

While Acumatica can be used to manage the sales process and close deals, HubSpot’s lead management capabilities can be utilised to manage and track leads created from marketing initiatives. Businesses may streamline the entire lead-to-sale process and ensure that no leads are lost by integrating these tools.

Increased productivity

By reducing manual data entry and streamlining workflows, integration between Acumatica and HubSpot can help increase productivity and save time. For instance, instead of switching between platforms, sales representatives can access client data and sales orders from Acumatica immediately within HubSpot.

Better marketing campaigns

Businesses can develop more focused and successful marketing strategies with the help of data from Acumatica and HubSpot.By using customer data to personalize messaging and targeting, businesses can improve engagement and conversion rates.

Similar Reading: Hubspot – P21 Integration: A No-Nonsense Guide

DCKAP Integrator for Acumatica HubSpot Integration

DCKAP Integrator helps you integrate your CRM and other systems, providing you with a consistent, real-time view of your customers’ data. This strategy streamlines data management by ensuring that you have the most up-to-date and accurate information on your clients, both online and offline.

With a consolidated view of your client data, you can improve the customer experience by shortening reaction times and increasing customer satisfaction.

Efficient Data-Informed Decision-Making

DCKAP Integrator ensures data-informed decisions about your sales focus and efficiency. The integrator captures opportunities as they become relevant, ensuring a constant data flow across all integrated systems.

This data synchronization facilitates trend analysis and behavioral insights, making it easier to streamline your approach to customers and sales, thereby enabling better business decisions.

Real-Time & Bi-Directional Data Synchronization

By syncing real-time data, DCKAP Integrator ensures that you have the latest and regular data flow all the time. This feature eliminates the need for manual data updates, reducing the risk of errors, and increasing accuracy.

Automatic data synchronization ensures that your CRM serves as a single source of truth, centralizing data from all integrated systems.

Preventing Customer Churn and Lost Leads

Integrating your disparate systems with DCKAP Integrator provides you with the information you need to prevent customer churn and lost leads. By having all the relevant, accurate data available in one place, you can optimize your customer sales funnel and improve your customer relationships.

Relevant Reading: BigCommerce HubSpot Integration: A How-To Guide

Partner With The Experts In Integration for Distributors

Integrating Acumatica with HubSpot helps improve corporate processes, data accuracy, and customer experience.

Businesses can enjoy the benefits of this potent combination with the correct integration strategy and the support of skilled integration experts. DCKAP Integration professionals can provide the experience and direction required to assist businesses in effectively integrating Acumatica and HubSpot. So, if you want to improve your business processes, speak to our integration experts.

Aiswarya Madhu

Aiswarya Madhu is a highly skilled and experienced content creator with over 2 years of expertise in developing engaging and informative content for eCommerce enthusiasts and distributors. She has a deep understanding of the dynamic world of eCommerce, with a focus on eCommerce integration and ongoing distribution trends. Aiswarya is committed to delivering high-quality, insightful, and engaging content to her readers beyond the DCKAP blog -- channeling her strengths in social media, Medium, Quora, video and more

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