Do you need an ERP integration?
See the page dedicated to the integration of HubSpot with ERP systems.
See HubSpot-ERP integration →
Insight
OPTI's 2025 Analysis: How to solve operational bottlenecks via custom software and…
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What problems do we solve
The data is not the same across the systems
Customers, products, or transactions differ across ERP, CRM and e-commerce systems.
Migrating from another CRM or between HubSpot portals
The data and history must be moved without losing the relationships between them.
Workflows have become hard to control
Automations lack a clear architecture and do not yield results.
Manual data entry
Time is wasted repeating the same process across different platforms.
Countries, teams, access levels
Governance for pipelines, approvals and permissions.
Custom applications or integrations
The CRM must be connected to invoicing, ERP or proprietary applications.
Real-world case studies
- Ticketing: We synced 100,000+ tickets for a sports club into the CRM.
- Migration: 750,000 emails moved from FreshSales → HubSpot, with validation and correct association.
- Billing: the HubSpot + EasyBill integration cut the time of the process described in the case study by more than 50%.
- Custom app: SMSIt! brings SMS sending directly into the HubSpot sidebar and workflows, and was published on the Marketplace.
- Governance: Montelux implemented separate pipelines, RBAC and full email logging in a multi-country commercial operation.
HubSpot can serve as a commercial layer connected to ERP, billing and operational applications
What we deliver
We worked on dozens of projects involving HubSpot and other CRM and ERP solutions, both local and international.
HubSpot implementation
Integration and onboarding for commercial and operational processes.
Integration with a different CRM
Experience with Salesforce, Dynamics 365, Zoho, Pipedrive, MiniCRM etc.
CRM Migration and Integrations
CRM connected with invoicing, products, orders, WhatsApp, social media, Ads.
ERP solution integration
Experience with SAP, Dynamics, Pluriva, Senior, Entersoft etc.
Extensii & Marketplace
HubSpot apps, CRM extensions, RevOps and reporting.
Automation and governance
Zapier, n8n, scripting, middleware, monitoring and permissions.
Additional services
Automation & AI agents
We are extending the CRM with document AI and data-connected agents.
See how you can automate
Data, Analytics & AI
We unify CRM data with ERP, warehouse and analytics.
See Data and BI
Software development
We build custom applications and extensions around HubSpot, CRM/ERP.
See how we develop
Industries where we apply it
How we make your work easier
1
CRM and process audit
We analyze lead–offer–order workflows, users and KPIs in HubSpot.
2
Data model and integration
We define CRM objects, custom objects, properties and synchronization with the ERP.
3
Configuration / migration / development
We implement HubSpot Workflows, APIs, webhooks and integrations with external systems.
4
Testing and go-live
We validate CRM migration, deduplication, synchronization and permissions.
5
Monitoring and optimization
We monitor adoption, API errors and the performance of Sales, Marketing and Service processes.
Two ways to work with us
You take over the project or benefit from ongoing dedication
Defined-scope HubSpot project / integration
We implement HubSpot CRM or a HubSpot–ERP workflow, then hand it over in an operational state.
- CRM objects and business rules
- API, webhooks and ERP synchronization
- data migration and reconciliation
- workflows, tests and error handling
- documentation and handover
Best when you know which systems and which flow need to be connected.
HubSpot capacity & integration engineering
Specialists integrated into your CRM and sales automation backlog.
- HubSpot configurations and custom objects
- workflows and custom integrations
- CRM API, webhooks and app extensions
- ERP and Data Hub integrations
- prioritizare și supervizare senior
Best when HubSpot keeps evolving together with the rest of your stack.
Stable team with senior-level coordination
A BONUS FOR YOU
Complete HubSpot Migration, Step by Step
How do you migrate features from one HubSpot portal to another? There are migration tools available for copying the actual data, but there is no single button that can move an entire portal.
Receive the material
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Quick Questions
What is a custom HubSpot integration?
It's a connection between HubSpot and another software application (like an ERP or an invoicing system like EasyBill) that doesn't have a pre-built integration, allowing for the automation of workflows.
When do I need a custom integration?
You need a custom integration if you use specialized software not available in the HubSpot marketplace, if you require more flexibility to scale, or if your existing systems don't 'talk' to each other.
Will a custom integration slow down my system?
No. A well-configured custom integration is designed to run in the background and will not affect the performance of HubSpot or your other systems.
What types of sales integrations do you offer?
We offer integrations for lead scoring, synchronization with custom CRM systems, invoicing automation, and connections with e-commerce platforms.
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