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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 connect 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 your business actually works.

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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 Order flows into HubSpot and on to Revenue Reporting.

Epicor Order → HubSpot Deal → Revenue Reporting

Service & Ops Visibility

Epicor Service Ticket flows into HubSpot and on to Cross-team Status.

Epicor Service Ticket → HubSpot → Cross-team Status

Account 360 for Distributors

Epicor Customers & Inventory flows into HubSpot and on to Sales Enablement.

Epicor Customers & Inventory → HubSpot Company → Sales Enablement

Features

  • 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

  • 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).

  • 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.

  • 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.