{"id":7013,"date":"2026-10-26T11:08:38","date_gmt":"2026-10-26T11:08:38","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagemas\/?p=7013"},"modified":"2026-10-26T11:08:39","modified_gmt":"2026-10-26T11:08:39","slug":"connecting-sales-and-operations-hubspot-sage-100-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2026\/10\/26\/connecting-sales-and-operations-hubspot-sage-100-integration\/","title":{"rendered":"Connecting Sales and Operations: HubSpot\u2013Sage 100 Integration"},"content":{"rendered":"\n

We’re excited to introduce the GUMU™ powered HubSpot\u2013Sage 100 integration, the newest addition to our CRM\u2013ERP integration portfolio.<\/p>\n\n\n\n

Most businesses run sales and marketing in one system and finance and operations in another. Your sales team lives in HubSpot. Your accounts, inventory and invoicing live in Sage 100. When those two systems don’t talk, people end up copying customer details by hand, chasing order status over email, and asking finance whether an invoice has gone out yet.<\/p>\n\n\n\n

The GUMU™ powered HubSpot\u2013Sage 100 integration closes that gap. It keeps customers, orders, products and invoices in step across both systems, so your sales team sees what operations sees, and nobody has to re-key the same record twice.<\/p>\n\n\n\n

Key Benefits of the HubSpot\u2013Sage 100 Integration<\/strong><\/p>\n\n\n\n

One Customer Record, Everywhere<\/strong>
When a new contact or company is added in HubSpot, it flows into Sage 100. When finance updates a billing address or payment terms in Sage 100, that change comes back to HubSpot. Your sales reps and your accounts teamwork from the same customer details, every time.<\/p>\n\n\n\n

Orders That Move Without Friction<\/strong>
A deal closes in HubSpot and the order lands in Sage 100, ready to process. As the order moves through fulfilment in Sage 100, its status updates in HubSpot. Sales can answer, “where’s my order?” without walking over to the warehouse.<\/p>\n\n\n\n

An Accurate Product Catalogue in Your CRM<\/strong>
Products and product categories are maintained in Sage 100 and pushed to HubSpot. Your reps quote from the same item list, prices and categories that operations use, which means fewer quoting mistakes and fewer corrected orders.<\/p>\n\n\n\n

Invoice Visibility for Sales and Service<\/strong>
Invoices raised in Sage 100 appear against the right customer in HubSpot. Account managers can see what has been billed before they pick up the phone, and service teams can handle billing questions without logging into the ERP.<\/p>\n\n\n\n

More Time for Customers, Less Time on Data Entry<\/strong>
Automation removes the double entry that causes most errors. Your team spends less time fixing typos and reconciling two systems, and more time selling, serving customers and growing the business.<\/p>\n\n\n\n

What Syncs, and in Which Direction<\/p>\n\n\n\n

Data<\/td>Direction<\/td>What it means for you<\/td><\/tr>
Customers<\/td>HubSpot ↔ Sage 100<\/td>New and updated customers stay matched in both systems<\/td><\/tr>
Orders<\/td>HubSpot ↔ Sage 100<\/td>Orders created in either system appear in the other, with status updates<\/td><\/tr>
Products<\/td>Sage 100 \u2192 HubSpot<\/td>Sales quotes from the live Sage 100 item list<\/td><\/tr>
Product Categories<\/td>Sage 100 \u2192 HubSpot<\/td>Products stay organised the same way in your CRM<\/td><\/tr>
Invoices<\/td>Sage 100 \u2192 HubSpot<\/td>Billing history is visible on the customer record in HubSpot<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Example Scenario of Integration<\/strong>
To show how GUMU™ works day to day, let’s follow a single deal: a new wholesale customer ordering a batch of office chairs.<\/p>\n\n\n\n

Setting up the product catalogue<\/strong>
Your operations team maintains the office chair, its price and its “Office Furniture” category in Sage 100. GUMU™ pushes the product and its category to HubSpot, so the item is ready for your reps to add to a deal.<\/p>\n\n\n\n

Creating the customer<\/strong>
A sales rep meets the new buyer and creates the company and contact in HubSpot. GUMU™ sends the customer to Sage 100 automatically. Later, when finance adds credit terms in Sage 100, those details sync back to HubSpot.<\/p>\n\n\n\n

Placing the order<\/strong>
The deal closes and the rep creates the order in HubSpot using the synced product. GUMU™ transfers the order, with customer, item, quantity and pricing details, straight into Sage 100. No one re-types it.<\/p>\n\n\n\n

Processing and fulfilling<\/strong>
Sage 100 processes the order as it would any other and sends it to the warehouse to pick, pack and ship. As the status changes in Sage 100, GUMU™ reflects it on the order in HubSpot, so the rep can keep the customer informed.<\/p>\n\n\n\n

Invoicing<\/strong>
Once the order ships, finance raises the invoice in Sage 100. GUMU™ syncs it to the customer’s record in HubSpot, giving the account manager a complete picture, from first conversation to final invoice, in one place.<\/p>\n\n\n\n