Sage 50 Hubspot Integration

Sage 50 is a popular accounting and financial software that has been designed to manage invoicing, cash flow, tax, payments and a lot from any device through the cloud.However it is the interaction aspect of the platform along with other reputed tools such as ‘Hubspot’ that makes it such a grabber. Now you can integrate everything from basic data entry to end-to-end processes using this aspect of these two platforms. 

These systems are utilized to make sure that data integration runs smoothly. However, data within your Sage 50 US ERP and HubSpot CRM systems can remain separated, which implies that your teams might miss important information required to make important decisions. Why would you do this? Every organization, as well as every need to integrate, is different from another. The most common is to combine the front-office web property along with a back-office application, such as an online storefront connected to an ERP to pass orders automatically when the order has been placed online.

However, before we get into the integration details, there are various considerations when designing the connection between HubSpot and Sage 50. These could be security and performance criteria, as well as the physical access available for the applications. The two common connection types of applications that are typically connected are SaaS and On-Premises.

Some of the top integration solutions have been thoroughly tested and validated across various industries, including manufacturing, distribution, construction, retail, engineering, finance, product management, and a lot more.
It is also worth noting that such services are managed, which means to handle all aspects of the integration process, thus, allowing you to focus on your core business activities all the while the technical intricacies are well-taken care of.

Also Checkout -> Sage intacct Hubspot Integration

Integration features

Some of the main features of Sage 50 Hubspot integration:

Sync Order between Sage 50 US and HubSpot

The Sync Orders from Sage 50 US to HubSpot as a Deal. This means that the Sync Deals from HubSpot to Sage 50 US as an Order. Also, Integration between HubSpot and Sage 50 US is configurable.

Sync Item between HubSpot and Sage 50 US.

The Sync Items and pricing from Sage 50 US to HubSpot as a single Item.

Sync Invoice between Sage 50 US and HubSpot.

The Sync Deals from HubSpot to Sage 50 US as an Invoice.

Sync Customer between Sage 50 US and HubSpot

Sync Companies from HubSpot to Sage 50 US as a Customer.

So, you see, the Integrated HubSpot and Sage 50 applications can foster better customer loyalty with business process automation that offers consistently outstanding customer service. As the order processing speeds up, the customers can access a range of information about their accounts such as order history and shipping options, so that it is easy to place complex orders. Examples of how integrating ERP software works in practical terms include the following automated processes:

• Customers and prospects visit an eCommerce website.
• A record of the visit is generated and converted into a format that works in HubSpot & Sage 50 software (Contact record -> Activity log).
• When a sale is made, a Customer Record and Sales Order are automatically generated.
• Visitor behavior is also tracked and recorded to build user profiles for custom displays, marketing messages, recommendations, and content curation.
• Sales Orders and Quotes are sent to the appropriate staff for review, fulfillment, and shipping.
• Shipping details are converted into readable formats and forwarded to the eCommerce store.
• Inventory figures are updated in real-time.

Conclusion

So, you see friends, these are some of the facts, features, and aspects related to Sage 50 Hubspot integration. Was this article helpful? Do let us know in the space below and we would love to hear from you.

FAQs For Sage 50 Hubspot Integration

Q. What are the benefits of Sage 50 Hubspot integration?

A. Some of the benefits are:

• Automate workflows for accurate records Helps to make the best business decisions according to some real-time data. Get intelligence for sales, marketing, service activity, and bookkeeping records.
• Work your way with customized apps Select from over 4000 apps to get the functionality that you require and to be able to customize built-in apps to get even more flexibility. 
• Get the tools you need without the costs With the process of integration, it becomes more quick and easy to create the workflows you require without the cost of a developer. Also, you can save a lot of money by saving time, where the average customer saves an equivalent of £7k every time.
• Transfer data securely every time No matter which apps you select, you will have secure data transfer between all apps so that you can have complete peace of mind.

Q. What are the major considerations when trying to iterate the Sage 50 with Hubspot?

A. There are various considerations when designing the connection between HubSpot and Sage 50. There could be security and performance criteria, as well as physical access available to the applications. The two basic connection types of applications that are typically connected are SaaS and On-Premises.

Q. What is Hubspot used for?

A. HubSpot is an AI-powered customer platform that comprises all the software, integrations, and resources you require to connect your marketing, sales, and customer service. HubSpot's connected platform allows you to develop your business faster by focusing on what matters most, which is your customers.