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Epicor + HubSpot Integration
Epicor (Prophet 21) is ERP for manufacturing and distribution. Our integration connects customers, orders, inventory and service tickets with HubSpot, giving sales, finance and operations a single source of truth.Our Experience
Method: custom build on Karana (our middleware) via API — no brittle plug-ins; field-level control with audit logs.
Built: Customer↔Company sync; Orders → Deals; Inventory/stock and Service Tickets → Custom Objects; field-level custom mapping tuned to the sales process.
In plain terms: We've connected Epicor (including Prophet 21) to HubSpot on our own middleware — no fragile plug-ins — so customers, orders, stock data and service tickets appear in HubSpot. Sales and service teams get ERP information inside the CRM, mapped field-by-field to how the business actually works, with field-level audit logs so every synced value is traceable.
Planning a Epicor + HubSpot integration?
Tell us which Epicor systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Tell us which Epicor systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Data Sync Objects
| HubSpot Object | Epicor Object | Direction |
|---|---|---|
| Companies | Customer | Two-way |
| Deals | Order | External → HubSpot |
| Custom Objects | Inventory / Item | External → HubSpot |
| Custom Objects | Service Ticket | External → HubSpot |
Use Cases
Order-to-Revenue Visibility
Epicor orders become HubSpot deals, so sales and finance track revenue in the CRM instead of pulling reports out of the ERP.
Epicor Order → HubSpot Deal → Revenue ReportingService & Ops Visibility
Service tickets surface in HubSpot, so sales, service and ops can see job status on the same record without logging into Epicor.
Epicor Service Ticket → HubSpot → Cross-team StatusAccount 360 for Distributors
Customers and inventory data land on the HubSpot company, giving reps a full account view — what a customer buys and what's in stock — while they sell.
Epicor Customers & Inventory → HubSpot Company → Sales EnablementFeatures
- Customer & order sync
- Inventory/stock data
- Service tickets in HubSpot
- Field-level custom mapping
- Field-level audit logs
- Built on Karana middleware
Frequently Asked Questions
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How does the Epicor (Prophet 21) HubSpot integration work?
Epicor (incl. Prophet 21) is ERP for manufacturing & distribution. We build the integration on Karana — UTS's proprietary middleware — controlling sync logic, security and scale, connecting Epicor and HubSpot via API (no brittle plug-ins).
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What data can I sync between Epicor (Prophet 21) and HubSpot?
Customers, orders, inventory data and service tickets — mapped to HubSpot Companies, Deals and Custom Objects, with field-level control.
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Can the integration be customized to our Epicor (Prophet 21) setup?
Yes. Every Epicor connection is custom-built to your sales process, field names and departmental needs, with field-level visibility and audit logs.