How to Integrate your ERP with HubSpot

Integrating Your ERP with HubSpot: Real-Time Data Across Teams

Many businesses use HubSpot to manage customer relationships and marketing, while relying on an ERP system (like Microsoft Dynamics 365) for operations, finance, and sales. But when these platforms aren’t connected, teams often face data gaps, manual processes, and missed opportunities.

In our recent webinar, Thalox and Rapidi explored how to integrate your ERP with HubSpot effectively — and how that connection can drive real business value.

🎥 Watch the full replay below

Why ERP–HubSpot Integration Matters

Integrating your ERP with HubSpot allows teams to work from a shared data source, improving efficiency, reducing errors, and enabling smarter decisions.

Key benefits include:

• Eliminating manual data entry between systems

• Giving sales and marketing full visibility into order status, inventory, and billing

• Automating deal-to-order conversion

• Ensuring data consistency across platforms

Insights from the Webinar Thalox & Rapidi

The webinar, led by Lisa Freitas (Senior HubSpot Consultant at Thalox) and Andreea Arseni (Senior Data Integration Consultant at Rapidi), focused on practical approaches to integration — supported by real-life use cases.

Topics covered:

• Why ERP–HubSpot integration is essential for cross-functional alignment

• How data flows within HubSpot and how ERP data enhances it

• Examples of how sales and finance teams benefit from integration

• A live demo showing how integration looks in action using Rapidi solution

Real-World Use Cases

For Sales Teams:

• Access ERP data (orders, invoices, product catalogues) directly in HubSpot

• Create deals using synced product information

• Automate order creation in the ERP after a deal is closed

• Track payment status and credit limits without switching tools

For Finance Teams:

• Automatically sync HubSpot deals into the ERP for invoicing

• Minimize manual data transfer

• Let sales teams follow up on unpaid invoices directly in HubSpot

• Maintain consistent master data across both platforms

Why should you use Rapidi?

Rapidi is an integration platform (iPaaS) built specifically for companies looking to connect HubSpot with ERP systems like Dynamics 365. It combines flexibility with ease of use — no development required.

Features include:

• Pre-built templates for standard integration flows (contacts, deals, invoices, etc.)

• Support for both cloud and on-premise ERPs

• Full customization options (custom fields, sync logic, conditions)

• Scalable architecture that adapts to growing business needs

• No-code configuration suitable for consultants and business users

In the end...

• Integrating HubSpot with your ERP improves visibility, reduces friction, and accelerates processes across sales, marketing, and finance.

• Rapidi enables fast, flexible, and scalable integration — without needing developer support.

• Thalox supports HubSpot strategy and implementation to ensure your team is fully aligned.

Watch the Full Webinar Replay

If you're exploring how to integrate your ERP with HubSpot — or want to improve the way your systems communicate — this session is a great place to start.