Unity HubSpot Epicor Integration

Unity for HubSpot and Epicor ERP Integration 

Modern business success is all about providing personalized customer experiences. However, marketers notoriously struggle to leverage customer data to optimize content and strategies across multiple channels. In fact, one survey found that nearly 70 percent of marketers lack visibility into customers and their buying preferences. Without grounding their plans in concrete data, marketers aren’t fully engaging with prospects and current customers to drive sales.  

To eradicate gaps in processes and visibility, Datix designed Unity for HubSpot and Epicor ERP. Unity is a pre-built, flexible solution that seamlessly integrates Epicor with a variety of front-end systems, such as HubSpot. Epicor, a leading ERP vendor for manufacturers and distributors, consists of comprehensive modules that grant full control over an array of critical back-end processes. HubSpot is a Marketing Automation solution that helps users manage digital marketing strategies, including website content, search engine optimization (SEO) and email campaigns. 

Unity updates data between both systems in real time to power 360-degree insight. The application also automates workflows without any coding required on the client’s end, making it easier than ever to streamline business processes. When you connect HubSpot and Epicor using Unity, you gain a single source of truth to enhance enterprise performance.  

Why Integrate HubSpot and Epicor? 

On their own, HubSpot and Epicor introduce a higher level of efficiency and visibility into your business. HubSpot’s all-in-one marketing solution simplifies digital marketing and website creation with drag-and-drop tools and responsive templates. Without coding, you can track your campaigns and website performance to execute effective inbound marketing strategies. Epicor ERP makes back-end data accessible through dynamic dashboards that offer real-time insight, accurate forecasts and sophisticated tracking at your fingertips.  

But you don’t want your front and back offices working in silos. Integration maximizes the value of your software by expanding insight and fueling productivity from end to end of your enterprise. Connecting HubSpot and Epicor can help you achieve the following business improvements: 

  • Eliminate Dual Data Entries: Maintaining separate systems means manually entering data into multiple places, increasing the risk of human error and wasting valuable time. Our integrations are bidirectional, meaning that any data entered in one interface is immediately updated in the other. For example, a contact entered in HubSpot is instantly available in your Epicor instance, and any changes to that contact will be reflected in both platforms. By updating information in both your HubSpot and Epicor instances in real time, Unity ensures you maintain total accuracy throughout your customer relationships.  
  • Enhance Visibility: With automated data synchronization comes better transparency. Rather than dig into the Epicor platform or contact back-end users, marketers can immediately access critical insights, such as quotes and orders, in HubSpot’s user-friendly platform. This proves especially important for businesses that rely on third-party distributors. Orders through a third party aren’t captured in HubSpot, but they are captured in Epicor. An integration will sync these orders to your Marketing Automation instance to give marketers the information they need to engage with customers.  
  • Personalize Customer Experiences: Most manufacturers and distributors depend on repeat business. A HubSpot and Epicor integration helps marketers capitalize on opportunities for each customer. When customers make orders, they can immediately receive relevant emails and content for additional services, related products or exclusive discounts. Connecting HubSpot and Epicor makes personalized customer service fast and easy, helping you boost your brand’s reputation. 

With front and back-end data housed in one solution, users throughout your enterprise gain an unprecedented level of productivity. Delivery and production teams can achieve on-time order fulfillment, marketers can win more upsell and cross-selling opportunities and employees can spend their time creating new strategies and refining processes rather than manually entering data. An Epicor ERP and HubSpot integration lays the groundwork for digital transformation and business performance optimization.  

Datix: Software Integration Experts 

Not all software integration solutions deliver on their promise. Some immediately fall victim to bugs and glitches. Others require extensive customizations to support the most basic bidirectional sync points. Datix’s consultants and developers leveraged their software expertise and industry experience to create Unity, a pre-built integration application that makes it easy for anyone to maximize the value of their software.  

Our Unity solutions connect Epicor ERP with an array of front-end systems, including HubSpot, Microsoft Dynamics 365 CRM, Salesforce and Magento. Datix’s premier consultants rapidly install Unity, so you can start gaining ROI in no time. The application for HubSpot automatically syncs contacts, deals and more out of the box, and our consultants can easily customize your solution to support additional needs. Furthermore, we take care of maintenance and updates at no extra cost, ensuring your integration offers long-term business improvements.  

An Epicor Platinum Partner that has executed over 50 software connectors, Datix is a leading consulting firm for ERP implementations and integrations. We’ve specialized in helping manufacturers and distributors solve real issues for over 20 years. With our Unity integration solution, connecting HubSpot and Epicor is a no-brainer. Our scalable, affordable application empowers businesses of all sizes and across several industries to combine their software systems into one robust solution.  

To see what Unity for Epicor and HubSpot can do for your business, check out our video demo, and contact us today to schedule an in-person demo and learn more about our services and solutions!

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