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ERP ⇄ CRM

Epicor ERP to HubSpot integration — real-time, two-way sync

Keep Epicor ERP and HubSpot in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Epicor ERP and HubSpot

Close the gap between front office and back office: HubSpot and Epicor ERP share customers and status in real time, in both directions.

HubSpot holds the customer relationship; Epicor ERP runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Company, Deal, Line Item, Product in HubSpot with AR invoices, Shipments, Bills of materials, Customers in Epicor ERP field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Push product signup and usage events into HubSpot contact properties to drive lifecycle marketing segmentation.
  • 02 Write warehouse-computed lead and account scores back to HubSpot properties on a schedule or in near real time.
  • 03 Sync Epicor customers and AR invoices into a CRM so sales sees order history and credit status without ERP logins.
  • 04 Push won opportunities from the CRM into Epicor as sales orders and sync order status back.

Common sync patterns

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Epicor ERP manages people and org data: keep HubSpot aligned

Owners, territories, and org structure informed by Epicor ERP stay current in HubSpot.

Where Epicor ERP handles order-to-cash: closed-won flows through

A deal won in HubSpot creates or updates the customer in Epicor ERP with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Epicor ERP and HubSpot

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Epicor ERP objects HubSpot objects How this pairing syncs
Quotes Estimates that pair with CRM opportunities during the sales cycle. Quote Synced with incremental and full sync per the Stacksync docs. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
AR invoices Billing records surfaced in CRM or finance tools for collections visibility. Ticket Synced with incremental and full sync per the Stacksync docs. AR invoices is specific to Epicor ERP and Ticket to HubSpot — each maps to any object or custom field on the other side.
Shipments Fulfillment confirmations synced to customer portals and commerce systems. Goal Synced with incremental and full sync per the Stacksync docs. Shipments is specific to Epicor ERP and Goal to HubSpot — each maps to any object or custom field on the other side.
Bills of materials Methods of manufacturing read for costing and planning integrations. Owner Synced with incremental and full sync per the Stacksync docs. Bills of materials is specific to Epicor ERP and Owner to HubSpot — each maps to any object or custom field on the other side.
Customers Master records synced with CRM accounts so sales and the ERP agree on ownership and credit status. Pipeline Synced with incremental and full sync per the Stacksync docs. Customers is specific to Epicor ERP and Pipeline to HubSpot — each maps to any object or custom field on the other side.
Suppliers Vendor masters kept aligned with procurement and AP automation tools. Stages Synced with incremental and full sync per the Stacksync docs. Suppliers is specific to Epicor ERP and Stages to HubSpot — each maps to any object or custom field on the other side.

How changes propagate between Epicor ERP and HubSpot

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Epicor ERP HubSpot Interval-based propagation

DetectionStacksync polls Epicor ERP for changes on an incremental schedule, reading only records changed since the previous pass. Polling on change-date fields.

DeliveryEach detected change is written to HubSpot through its API, with automatic retries and rate-limit backoff.

HubSpot Epicor ERP Sub-second propagation

DetectionHubSpot pushes changes as they happen — webhook events backed by change data capture. Records: incremental near-real-time change tracking.

DeliveryEach detected change is written to Epicor ERP through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Epicor ERP: Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments.
  • HubSpot: Request limits vary by subscription tier and API type.
What ships with Epicor ERP ⇄ HubSpot

Connect Epicor ERP and HubSpot for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Epicor ERP–HubSpot connection.

Real-time

Two-way sync

Changes in Epicor ERP or HubSpot instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Epicor ERP or HubSpot data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Epicor ERP or HubSpot record.

Observability

Monitoring

Track your Epicor ERP ⇄ HubSpot sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Epicor ERP and HubSpot.

How the Epicor ERP and HubSpot connectors work

Epicor ERP

Integration surface
REST API (OData) over Epicor business objects, plus BAQ (Business Activity Query) endpoints
Authentication
API key combined with basic or token authentication, depending on version and deployment
Change detection
Polling on change-date fields; outbound calls can be wired through BPM directives, but there is no standard webhook subscription surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and per-tenant throttling on Kinetic cloud deployments

HubSpot

Integration surface
REST API (CRM v3)
Authentication
OAuth (choose HubSpot account and authorize Stacksync); requires a HubSpot 'Super Admin' to grant access; optional "Grant access to sensitive fields" checkbox for sensitive/highly sensitive fields
Change detection
Records: incremental near-real-time change tracking. Associations: HubSpot has no native association CDC
Capabilities
read · write · CDC · webhooks
Rate limits
Request limits vary by subscription tier and API type.
HubSpot setup guide
How it works

How to connect Epicor ERP to HubSpot — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Epicor ERP and HubSpot with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Epicor ERP connected
    HubSpot connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Epicor ERP and HubSpot objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Epicor ERP ⇄ HubSpot
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Epicor ERP HubSpot
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Epicor ERP and HubSpot integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
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ISO 27001
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GDPR
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DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 540 integrations available for Epicor ERP and HubSpot.

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