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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: We've built a custom link (batch or API) that brings SHIMS customers, contacts and orders into HubSpot. Because SHIMS is a legacy Rocket Software ERP without a modern integration path, we extract the data cleanly rather than relying on connectors it doesn't have — so sales and marketing can finally report and segment on ERP data that used to live 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.
Book a Call
Tell us which SHIMS 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 | 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
Customers, contacts and orders from SHIMS land in HubSpot, so sales and marketing can report and segment on ERP data that used to live only in the old system.
SHIMS Customers, Contacts & Orders → HubSpotOrder History for Prioritization
Order history flows into HubSpot, so reps can see what an account actually buys and prioritize outreach on real demand.
SHIMS Order History → HubSpot → Lead PrioritizationLegacy System, Modern CRM
Because SHIMS has no modern integration path, a custom batch or API link extracts the data cleanly — bringing a legacy ERP into a modern CRM without brittle connectors.
SHIMS (Batch / API) → HubSpotFeatures
- Customer & contact sync
- Order data
- Reporting & segmentation
- Custom API/batch delivery
- Legacy-ERP mapping
- Reporting in HubSpot
Frequently Asked Questions
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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.
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What data can I sync between SHIMS and HubSpot?
Customers → Companies, Contacts → Contacts, Orders → Deals, and order/item data → Custom Objects.
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Can the integration be customized to our SHIMS setup?
Yes. Extraction method and field mappings are scoped to your SHIMS environment.