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Clarity Connect integration

HubSpot Integration

Connect HubSpot to your ERP, online store and back-office systems, so sales and service teams work from the same orders, invoices and account details as finance.

  • SYSPRO
  • Epicor
  • Sage 100
  • Microsoft Dynamics GP
  • Acumatica
  • NetSuite
HubSpot connected to the ERPs, stores and business systems around it

What HubSpot integration covers

HubSpot is a CRM platform whose marketing, sales and service tools share one database of contacts, companies and deals. Integration ties that database to the systems that run the rest of the business, most often an ERP such as SYSPRO, Epicor or Sage 100, and the online store. Clarity became a certified HubSpot partner and reseller in July 2021, after HubSpot asked us to build enterprise ERP and CRM connections for its new CRM.

Records synced with HubSpot

  • Contacts
  • Companies
  • Deals
  • Products and line items
  • Quotes
  • Orders
  • Invoices
  • Tickets

How the HubSpot connection works

Through HubSpot's CRM API

HubSpot's CRM API uses the same basic calls for every record type, from contacts, companies and deals to products, line items, quotes, orders and invoices. An app installed in one HubSpot account signs in with a static access token; an app installed across several accounts uses OAuth.

Changes picked up as they happen

HubSpot webhooks can tell Connect when a contact is created or a chosen property changes, so a new customer or a won deal reaches the ERP without waiting for the next scheduled run. Heavier jobs, such as a nightly price or stock refresh, run on a schedule.

The ERP keeps the money, HubSpot keeps the pipeline

In most projects the ERP owns prices, credit terms and invoices, and HubSpot owns leads and deals. Connect can write ERP order history and open invoices onto the HubSpot company so a rep sees them before a call, and send new customers and orders the other way.

An on-premises ERP stays behind the firewall

Plenty of HubSpot customers run their ERP on their own servers. Connect is installed inside the network next to the ERP and only talks out to HubSpot, so the ERP is never exposed to the public internet.

See Clarity Connect move an order

Watch an online order travel into the ERP and its status come back in our Clarity Connect demo, or book a live walkthrough on your own systems.

Book a demo

Systems we connect to HubSpot

Clarity Connect has connectors for each of these. We've written up HubSpot with Epicor, Microsoft Dynamics GP and Sage 100, and Acumatica with HubSpot. For the rest, the linked names go to that system's own integration page.

eCommerce platforms

Marketplaces

  • Amazon Fulfillment
  • Amazon Marketplace
  • Amazon Seller Central
  • eBay
  • Etsy
  • Walmart Marketplace
  • Wayfair

ERP and accounting

CRM

  • Agile CRM
  • Dynamics CRM
  • Pipedrive
  • Podio
  • QuoteWerks
  • Salesforce
  • Salesforce Marketing Cloud
  • Streak
  • SugarCRM
  • Zendesk
  • Zoho

Payments

  • Authorize.net
  • BNG
  • BridgePay
  • Chase Orbital Paymentech
  • Cybersource
  • Fiserv (First Data)
  • GoCardless
  • Heartland
  • Opayo (formerly Sage Pay)
  • Payeezy
  • Payoneer
  • PayPal
  • PayTrace
  • Stripe
  • Worldpay (formerly Vantiv)

Shipping and freight

  • A. Duie Pyle
  • AAA Cooper Transportation
  • ABF Freight System
  • Averitt Express
  • Day & Ross
  • Daylight Transport
  • Dayton Freight Lines
  • DHL
  • DPD
  • Estes Express Lines
  • FedEx
  • FedEx Freight
  • Oak Harbor Freight Lines
  • Parcelforce
  • Pitt Ohio
  • R+L Carriers
  • Roadrunner Freight
  • Saia
  • ShipStation
  • Southeastern Freight Lines
  • TForce Freight (UPS Freight)
  • TNT (FedEx)
  • UPS
  • USPS
  • Werner Enterprises
  • XPO

Content management

Marketing automation

  • Act-On
  • ActiveCampaign
  • Adobe Marketo Engage
  • ClickDimensions
  • Ontraport
  • Salesforce Account Engagement (Pardot)
  • SharpSpring

Email

  • Dotdigital (formerly dotmailer)
  • Elastic Email
  • Mailchimp
  • Mailjet
  • Microsoft Exchange
  • SendGrid
  • SMTP2GO

Social media

  • Facebook
  • Instagram
  • LinkedIn
  • Pinterest
  • X (Twitter)
  • YouTube

Analytics

  • Google Analytics
  • Google Tag Manager
  • Qualtrics

File storage

  • Amazon S3
  • Box
  • Dropbox
  • Google Drive
  • Google Workspace (G Suite)
  • OneDrive

Databases

  • Amazon RDS
  • Amazon Redshift
  • Microsoft SQL Server
  • MySQL
  • PostgreSQL

EHR and EMR

  • eClinicalWorks
  • Epic
  • LabVantage LIMS
  • LabWare LIMS
  • PioneerRx
  • STARLIMS
  • Thermo Fisher SampleManager LIMS
  • TIMS

Other systems

  • Aareon QL
  • Abillity
  • Clickatell
  • Eventbrite
  • FTP
  • Groupon
  • HCL Notes (Lotus Notes)
  • Jira
  • Metapack
  • OData
  • Rithum (ChannelAdvisor)
  • SFTP
  • Slack
  • SurveyMonkey
  • Zoho People

Linked names have their own integration page.

How Clarity Connect runs it

Clarity Connect is Clarity's integration platform. It connects applications in whatever form they offer, whether a database, a file, a web service or an API, and holds a persistent, two-way link between HubSpot and each system it serves. Every flow runs as its own task, in real time or on a schedule, and over 3,000 Clarity integrations are built on it.

How a Clarity Connect project runs
  1. Discovery

    A Clarity business analyst documents the data fields and workflows each system can share and which ones you need.

  2. Tasks and mapping

    Each flow becomes a Connect task, such as orders to the ERP or stock to the store, set to run in real time or on a schedule.

  3. Testing

    Orders and updates are run end to end, including the return trip of statuses back to the customer-facing system.

  4. Live, with a dashboard

    Queues and scheduled tasks show in Connect's Hangfire dashboard. A job whose target is offline is retried 10 times, every 30 minutes, and can be re-queued once the cause is fixed.

Clarity Connect is sold as a SaaS subscription at $599 a month or as a one-time license at $15,000 with no ongoing fees, and larger projects are priced to scope. See pricing.

Questions

Can HubSpot connect to SYSPRO?

Yes. SYSPRO is one of the ERP connectors built into Clarity eCommerce, and Clarity Connect links it to HubSpot through SYSPRO's e.net Solutions business objects, which SYSPRO licenses by functional area. Customers, orders and invoice status are the usual flows. See SYSPRO integration.

Is Clarity a HubSpot partner?

Yes. Clarity has been a certified HubSpot partner and reseller since July 2021, and runs its own marketing and sales on HubSpot. Read the announcement.

Does the sync run in real time?

It can. Webhooks let Connect act on a HubSpot change as it happens, and each flow can instead run on a schedule. A job whose target system is offline waits in a retry queue rather than being lost.

What does Clarity Connect cost?

$599 a month as SaaS, or a $15,000 one-time license with no ongoing fees. Larger projects are priced to scope. See pricing.

Related resources

Plan your HubSpot integration

Tell us which systems should share data with HubSpot, and a business analyst will map the records and workflows with your team before any build starts. Call (800) 928-8160, email sales@clarity-ventures.com or get a consultation.

Book a demo