Integrating HubSpot CRM with Sage: a decisive step towards a smooth Lead-to-Cash process

For several years, Sage has established itself as an essential financial management solution for SMEs and mid-sized companies. Present in Canada for more than three decades, the brand has evolved its offer to meet various needs: from basic accounting to complete business management.

The different versions of Sage

• Sage 50 : often used by small and medium-sized businesses, it is a complete accounting solution, which has long been installed locally (on-premise), but is now also available in cloud mode.
• Sage 300 : intended for more structured organizations, this ERP system offers integrated management of finances, distribution and operations.
• Sage Intacct : a newer, 100% cloud version, suitable for businesses that want real-time financial visibility and deeper integrations.

Despite these advances, many companies still use on-premise versions, which are often well adapted to their needs, but sometimes disconnected from their other business tools. That's where integrating with HubSpot CRM makes perfect sense.

Why connect HubSpot CRM to Sage?

The objective is simple: connect sales and accounting to accelerate the Lead-to-Cash cycle.

In other words, turning a lead into a paid customer, without breaking data between departments.

With bi-directional integration, information can flow automatically between HubSpot and Sage, ensuring real-time synchronization of customer data, quotes, orders, and invoices.

The main benefits

• Two-way sync: automatic sharing of customer data and updates between the two systems.
• Reduction of double entries: no need to manually recreate customers or orders.
• Complete visibility from the pipeline to billing: a smooth follow-up of the sales process until payment.
• Save time for teams: sales, finance and service share the same information.

Easy integration thanks to ERP Connector

The integration between HubSpot and Sage can now be done more easily thanks to third-party solutions like ERP Connector, developed by Solution Infomédia, a recognized Quebec partner in the field of accounting integrations.

ERP Connector acts as a secure Web Service bridge between Sage and your other tools. It allows access to your accounting system via WebAPI requests to consult, create or modify elements such as:

• Customers
• Products
• Invoices
• Orders
• Submissions

This approach eliminates the need to interact directly with Sage for each transaction, while ensuring secure and reliable exchanges.

The tool is compatible with Sage 50, Sage 300, Acomba, QuickBooks Online, Avantage and ServicCentre, which offers great integration flexibility for multi-solution organizations.

See the article on the integration between HubSpot and Acomba.

Towards a frictionless lead-to-cash process

By connecting HubSpot CRM and Sage, businesses finally get a complete picture of their performance, from prospecting to billing.

This integration is part of a logic RevOps (Revenue Operations):

• Better collaboration between sales, finance, and operations.
• Unified, reliable and accessible data in real time.
• Automating transitions between stages of the customer cycle.

The result: fewer errors, shorter deadlines and a more consistent customer experience from the first contact to the invoice.

FAQ — HubSpot and Sage integration

1. Is it possible to integrate HubSpot with Sage 50 or Sage 300?

Yes. Thanks to connectors like ERP Connector, it is possible to synchronize data between HubSpot and the various versions of Sage, whether local or hosted.

2. What types of data can be synchronized?

Customers, products, quotes, orders, and invoices can be transferred bi-directionally, in real time or on a scheduled schedule.

3. What are the advantages for an SME?

The integration eliminates double entries, improves data reliability, and speeds up the transition from quotation to billing. Teams gain in efficiency and visibility. Contact the Lakhos Group for more information.