Clarity Connect integration
HubSpot Epicor Integration
Turn won HubSpot deals into Epicor Kinetic or Prophet 21 sales orders, and give sales the order and invoice status they'd otherwise ask finance for.
What moves between HubSpot and Epicor
HubSpot is where marketing and sales track contacts, companies and deals. Epicor is where those deals are fulfilled, invoiced and paid. The integration hands a closed deal to Epicor as a sales order without re-keying, keeps the customer record consistent on both sides, and writes Epicor's order, invoice and payment status back onto the HubSpot record. It applies to Kinetic (formerly Epicor 10) and to Prophet 21.
HubSpot
Where leads, deals and conversations live
- Contacts
- Companies
- Deals and line items
- Quotes
Epicor Kinetic or Prophet 21
Where orders, credit and invoices are kept
- Customers
- Sales orders
- Parts or items with prices
- AR invoices and cash receipts
HubSpot to Epicor record mapping
A starting map for Kinetic or Prophet 21. Discovery confirms the fields and rules your setup needs.
| HubSpot | Epicor | Direction |
|---|---|---|
| Company | Customer | Both ways |
| Contact | Customer contact | HubSpot to Epicor |
| Deal and line items | Sales order and lines | HubSpot to Epicor |
| Quote | Quote | HubSpot to Epicor |
| Product | Part (Kinetic) or item (Prophet 21) | Epicor to HubSpot |
| Deal or company properties | Order, invoice and payment status | Epicor to HubSpot |
How the HubSpot and Epicor sync works
Won deals become Epicor sales orders
When a deal reaches the stage you pick, a HubSpot webhook alerts Connect. Connect finds or creates the Epicor customer, posts the sales order with the deal's line items, and stamps the Epicor order number on the deal so a rep can quote it to the buyer.
Epicor's figures on the HubSpot record
Invoices, balances and shipment status stay in Epicor, which finance relies on. Connect copies what sales needs onto the HubSpot company or deal on a schedule, so a rep can see whether an order has shipped or an invoice is paid without leaving the CRM.
One owner for every customer field
Contact names and emails usually start in HubSpot; account numbers, credit terms and price levels belong to Epicor. Discovery records which system owns each field, so a sync in one direction never overwrites the other system's data.
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.
The APIs on each side
HubSpot's REST APIs switched to date-based versions on March 30, 2026, with a new version every March and September; its older v1 to v3 endpoints become unsupported after September 2027. Legacy private apps can no longer be created as of October 26, 2026. We build HubSpot connections on the current versions, so the integration doesn't fall off a deprecation date.
On the Epicor side, Kinetic's business objects are REST services that follow OData v4, with API keys controlling access, while Prophet 21 offers its own API endpoints and an SDK. Which product and version you run is the first thing discovery settles.
How Clarity Connect runs it
Clarity Connect is Clarity's integration platform. It keeps a persistent, two-way connection between HubSpot and Epicor and runs each flow, such as deals to orders or invoice status to the CRM, as its own task, in real time or on a schedule. Clarity has built more than 3,000 integrations on it. More demos are in our video playlist.
Discovery
A Clarity business analyst documents the data fields and workflows each system can share and which ones you need.
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.
Testing
Orders and updates are run end to end, including the return trip of statuses back to the customer-facing system.
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
Does this work with Prophet 21 as well as Kinetic?
Yes. The flows are the same; what changes is the Epicor interface Connect calls. Kinetic uses its REST services and Prophet 21 its own API, and discovery maps the fields for whichever you run.
Can sales see Epicor invoices in HubSpot?
Yes. Connect copies invoice and payment status from Epicor to properties on the HubSpot company or deal, so reps see what's open and what's paid. Epicor stays the record for the invoice itself.
Will HubSpot's API changes break the integration?
Not if it's built on the current API. HubSpot now releases dated versions every six months and retires its v1 to v3 endpoints after September 2027, so a new integration should be built on the dated versions.
How much does it cost?
Clarity Connect is $599 a month as SaaS, or a one-time $15,000 license with no ongoing fees; larger projects are priced to scope. See pricing.
Related resources
Connect HubSpot and Epicor
Tell us which deal stage should create an Epicor order and what sales needs to see from Epicor. A Clarity business analyst maps it with your team before anything is built.
Book a demo