Integrating HubSpot with Infor systems creates a powerful connection between your customer relationship management (CRM) tools and enterprise resource planning (ERP) processes. By syncing sales, marketing, and customer data from HubSpot with real-time operational and financial information in Infor, businesses can streamline workflows, improve data accuracy, and deliver personalized customer experiences.
In this article, we’ll explore the key benefits, common use cases, and best practices to help you maximize the value of your HubSpot Infor integration.
What is SYNC for Infor?
SYNC for Infor is designed to seamlessly connect Infor and HubSpot systems, enhancing data visibility and customer engagement across business units. This tool ensures efficient data flow between sales, marketing, and finance teams and automates the movement of key business records, such as invoices, purchase orders, and other financial data, between HubSpot and Infor systems.
By leveraging intelligent automation and data management tools, SYNC for Infor empowers users to eliminate manual data entry, reduce critical data errors, and improve operational efficiency. Additionally, the connection between core CRM and ERP data and workflows helps organizations optimize inventory and order management and improve customer engagement, satisfaction, and trust.
Key Integration Features for ERP and CRM Connection
Over 150 integrations
By offering more than 150 integrations for systems across the modern ERP landscape, SYNC for Infor gives HubSpot and Infor users the stability and performance needed to streamline data flow, improve operational efficiency, and maintain a competitive edge.
Customizable integration settings
SYNC for Infor empowers users to control their own integrations, offering customizable features for data fields and integration schedules. This feature enables user groups to specify which data fields they want to integrate and at what frequency they should be integrated, thereby improving overall integration efficiency and focusing on the information that matters most.
Sync key business data
Users can leverage the HubSpot Infor integration to sync critical ERP data, such as Inventory, Products, Orders, and Invoices, directly in HubSpot, reducing manual entry errors and maintaining up-to-date records across business systems.
Community collaboration tools
With access to a comprehensive community of support resources, users can receive timely guidance on key integration issues, enabling them to focus on core business activities rather than facing the burden of technical intricacies. Complete visibility across both HubSpot and Infor systems also allows users to easily access data and relevant reports, drive sales, and enhance organizational efficiency.
Benefits of the HubSpot Infor Integration
Real-Time Data Synchronization
Automatically sync customer, order, and inventory data between HubSpot and Infor in real time, ensuring both teams have up-to-date information for better decision-making.
Streamlined Sales and Marketing Alignment
Enable your sales and marketing teams to work from the same data set, improving lead management, campaign targeting, and overall customer engagement.
Improved Order Accuracy and Customer Service
Reduce manual data entry and errors by connecting order and fulfillment data directly to HubSpot, leading to faster response times and improved customer satisfaction.
Enhanced Reporting and Forecasting
Gain complete visibility into the entire customer journey, from lead generation to order fulfillment, helping your business forecast demand and optimize processes more effectively.
Conclusion: Get Started with Our Experts
At Surety Systems, our senior-level Infor consultants work closely with your team to assess your unique business needs, design an integration strategy that aligns with your goals, and implement solutions that ensure real-time data flow between HubSpot and Infor.
From mapping data fields to fine-tuning workflows and providing ongoing support, partnering with our experienced ERP consultants will guide you every step of the way to maximize efficiency, reduce errors, and enhance your customer experience.
Contact Us
For more information about our Infor consulting services or to get started on a project with our team of expert consultants, contact us today.
