Epicor Prophet 21 + HubSpot Integration
Epicor Prophet 21 is a leading ERP solution for wholesale distributors. Our integration connects P21's robust inventory, order management, and customer data with HubSpot's CRM and marketing automation. Get real-time visibility into customer purchasing behavior, automate follow-ups based on order status, and give your sales team the context they need to close deals.
Integration Details
- API Type
- REST (OData, Transaction, Entity APIs)
- Sync Direction
- Bidirectional
- Status
- available
Data Sync Objects
| HubSpot Object | P21 Object | Direction |
|---|---|---|
| Contacts | Customers | Two-way |
| Companies | Customer Accounts | Two-way |
| Deals | Sales Orders | Two-way |
| Line Items | Order Lines | External → HubSpot |
| Custom Objects | Invoices | External → HubSpot |
| Custom Objects | Products/Inventory | External → HubSpot |
Use Cases
Sales Order Visibility
Give your sales reps real-time visibility into customer orders, invoices, and payment status directly in HubSpot.
Automated Reorder Campaigns
Trigger marketing campaigns when customers haven't ordered in a set period based on P21 purchase history.
Quote-to-Order Automation
Automatically create P21 sales orders when HubSpot deals reach 'Closed Won' status.
Features
Frequently Asked Questions
How does the Epicor Prophet 21 HubSpot integration work?
Epicor Prophet 21 is a leading ERP solution for wholesale distributors. Our integration connects P21's robust inventory, order management, and customer data with HubSpot's CRM and marketing automation. Get real-time visibility into customer purchasing behavior, automate follow-ups based on order status, and give your sales team the context they need to close deals. The integration supports bidirectional sync via REST (OData, Transaction, Entity APIs).
What data can I sync between P21 and HubSpot?
You can sync Customers to Contacts, Customer Accounts to Companies, Sales Orders to Deals, Order Lines to Line Items, Invoices to Custom Objects, Products/Inventory to Custom Objects.
What are the main use cases for Epicor Prophet 21 + HubSpot?
Sales Order Visibility: Give your sales reps real-time visibility into customer orders, invoices, and payment status directly in HubSpot. Automated Reorder Campaigns: Trigger marketing campaigns when customers haven't ordered in a set period based on P21 purchase history. Quote-to-Order Automation: Automatically create P21 sales orders when HubSpot deals reach 'Closed Won' status.
How long does it take to set up the P21 integration?
Setup time varies based on complexity, but most integrations are live within 2-4 weeks.
Do you provide ongoing support?
Yes, RevOps Connect provides fully managed integration support including monitoring, maintenance, error handling, and updates. Our team proactively resolves issues before they impact your business.
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Ready to connect P21 to HubSpot?
Let's discuss your integration requirements and build a solution that works for your business.