Eliminating manual customer onboarding with an Epicor P21 to HubSpot integration
At Quaytech, we love finding ways to simplify business processes and cut down on repetitive admin work. Recently, we partnered with a client who wanted to improve the way they managed new customer records across systems.
Their challenge was simple: each time they added a new customer into their ERP system, Epicor P21, they also needed that same customer to be created in HubSpot. This process was being handled manually, which took valuable time and created room for inconsistencies.
Why the ERP comes first
In most businesses the CRM leads: a prospect is created in HubSpot and pushed to the ERP when they become a customer. Our client works the other way round, and for good reason. A customer is only real once their trading account is opened in P21, with credit checks, account terms and pricing agreed. That makes P21 the source of truth for who is a customer, and HubSpot the place the sales team manages the relationship from there. The integration follows that flow, rather than forcing the business into the textbook one.
Where the CRM does lead, we build it the other way round: when a deal is won in HubSpot, the integration creates the customer account in P21, ready for credit checks and pricing. Either way, the integration follows how your business works.
Our Solution
We built a seamless integration that automatically creates a HubSpot company record every time a new customer is added to P21. The integration ensures that:
- Company name, address, and contact details are transferred automatically
- Custom HubSpot fields are populated with the right data
- Each customer is assigned to their designated regional sales manager in HubSpot
By connecting P21 and HubSpot directly, we eliminated the need for duplicate data entry and ensured that the sales team has up-to-date information as soon as a new customer is onboarded.
Delivered in One Week
Speed was a priority for this project. We scoped, developed, and delivered the integration in just one week, giving our client immediate value and freeing their team to focus on what matters most: their customers.
Do you need a HubSpot or Epicor P21 integration to streamline your own business workflows?
👉 Get in touch with us today to see how we can help.