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Rocket Software SHIMS + HubSpot Integration

Rocket Software SHIMS is a legacy supply-house ERP. Our integration connects customers, contacts and orders with HubSpot, giving sales, finance and operations a single source of truth.

Our Experience

Method:
custom API/batch integration for a legacy supply-house ERP.
Built: Customers → Companies, Contacts → Contacts, Orders → Deals, order/item data → Custom Objects; enables reporting and segmentation on ERP data.

In plain terms: SHIMS is a legacy ERP used by supply houses. We build a custom link (batch or API) that brings its customers, contacts and orders into HubSpot, so sales and marketing can report and segment on ERP data that previously lived only in the old system.
  • ERP
  • Two-way sync
Planning a SHIMS + HubSpot integration?

Tell us which SHIMS systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.

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Data Sync Objects

HubSpot Object Rocket Software SHIMS Object Direction
Companies Customer External → HubSpot
Contacts Contact External → HubSpot
Deals Order External → HubSpot
Custom Objects Order / Item data External → HubSpot

Use Cases

ERP Data into the CRM

SHIMS customers/orders flows into HubSpot.

SHIMS customers/orders → HubSpot reporting

Sales Enablement

SHIMS accounts flows into HubSpot.

SHIMS accounts → HubSpot

ERP Data into the CRM

SHIMS customers & orders flows into HubSpot and on to reporting/segmentation.

SHIMS customers & orders → HubSpot → reporting/segmentation

Features

  • Customer & contact sync
  • Order data
  • Reporting & segmentation
  • Custom API/batch delivery
  • Legacy-ERP mapping
  • Reporting in HubSpot

Frequently Asked Questions

  • How does the SHIMS HubSpot integration work?

    SHIMS is a legacy supply-house ERP. We build a custom integration to bring its customers, contacts and order data into HubSpot — typically batch/API delivery — so sales and marketing can report and segment on ERP data.

  • What data can I sync between SHIMS and HubSpot?

    Customers → Companies, Contacts → Contacts, Orders → Deals, and order/item data → Custom Objects.

  • Can the integration be customized to our SHIMS setup?

    Yes. Extraction method and field mappings are scoped to your SHIMS environment.