Streamlining Customer Onboarding with a HubSpot–Epicor P21 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.

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.