Clarity Connect integration
HubSpot Sage 100 Integration
Give your sales team Sage 100's products and prices inside HubSpot, and turn won deals into Sage 100 sales orders without retyping them.
What moves between HubSpot and Sage 100
HubSpot is where sales and marketing work contacts, companies and deals. Sage 100 is where the order is filled and invoiced. Clarity Connect keeps the two agreeing on who the customer is, what they can buy and what they've ordered.
HubSpot
Contacts, companies and the sales pipeline
- Companies
- Contacts
- Deals and line items
- Products and quotes
Sage 100
Customers, items, orders and invoices
- AR customers and contacts
- Items and prices
- Sales orders and quotes
- Invoice history
HubSpot to Sage 100 record mapping
A starting point. Discovery decides which pipeline stages, properties and Sage 100 fields are in scope.
| HubSpot | Sage 100 | Direction |
|---|---|---|
| Company | AR customer | Both ways |
| Contact | Customer contact | Both ways |
| Product | Item and price | Sage 100 to HubSpot |
| Deal with line items | Sales order | HubSpot to Sage 100 |
| Quote | Sales order of type Quote | HubSpot to Sage 100 |
| Company properties | Invoice history and open orders | Sage 100 to HubSpot |
How the CRM sync works
Sage 100 items in the HubSpot product library
A scheduled task reads items and prices from Sage 100 and creates or updates HubSpot products, so reps build deals and quotes from the catalogue Sage 100 sells, not a copy someone keeps by hand.
Won deals become sales orders
When a deal reaches the stage you choose, HubSpot can notify Connect through a webhook subscription. Connect takes the deal's line items, creates the Sage 100 customer if the company is new, writes the sales order and stores the Sage 100 customer number back on the HubSpot company.
Sage 100 history visible to reps
Invoice history and open orders from Sage 100 can be written to the HubSpot company record, so a rep can see what a customer has bought and what is still to ship before the next call.
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.
How each side is reached
HubSpot's CRM objects, among them companies, contacts, deals, line items, products and quotes, are read and written through its API, and records are tied together with associations, such as a deal's line items or a contact's company. API calls and webhook subscriptions authenticate with OAuth through a HubSpot app.
Sage 100 is reached through the Business Objects Interface that comes with every Sage 100 activation. A Sage 100 sales order can carry the order type Quote or Prospect Quote, so a HubSpot quote can arrive in Sage 100 as a quote rather than a firm order if that is how your team works.
How Clarity Connect runs it
Clarity Connect is Clarity's integration platform. It keeps HubSpot and Sage 100 connected both ways and runs each flow as its own task, on a HubSpot event or on a timetable. Clarity has built more than 3,000 integrations on it and has been a certified HubSpot partner since 2021 (announcement). Watch other Connect demos 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
Which way do customers sync?
Both ways. A new company won in HubSpot is created as a Sage 100 customer, and the Sage 100 customer number is written back so later orders attach to the right account.
Can a HubSpot quote stay a quote in Sage 100?
Yes. Sage 100 sales orders can be of type Quote or Prospect Quote, so the quote can wait in Sage 100 until the customer accepts it.
Do you connect HubSpot to Sage 300 or Sage X3 too?
The approach is the same, but each Sage ERP is reached differently. Tell us which one you run when you get in touch; the HubSpot integration page lists other systems we connect.
What does it cost?
A Clarity Connect subscription is $599 a month; a one-time license is $15,000, with no ongoing fees. Larger projects are priced to scope. See pricing.
Related resources
Connect HubSpot and Sage 100
Tell us which HubSpot pipelines and Sage 100 records your team needs kept in step. A Clarity business analyst maps the objects and properties with you before the build begins.
Book a demo