HubSpot integration for connected CRM, sales, and fulfillment data.
Connect HubSpot's CRM, deals, and marketing data with Xorosoft ERP and WMS, so customer records, orders, and fulfillment status stay in sync from first contact to delivery.
SYNC
One connection from first contact to fulfilled order
HubSpot manages the customer relationship. Xorosoft fulfills it.
When CRM and ERP run separately, sales teams work from stale customer data, and fulfillment teams have no visibility into deals closing in HubSpot. The integration syncs contacts, companies, deals, and order data between HubSpot and Xorosoft, so a closed deal becomes a fulfillable order automatically. Tap each point to see how.
The business problem
Tap to reveal+When CRM and ERP run separately, sales teams work from stale customer data, and fulfillment teams have no visibility into deals closing in HubSpot, creating delays and manual handoffs between sales and operations.
The Xorosoft solution
Tap to reveal+The HubSpot integration syncs contacts, companies, deals, and order data between HubSpot and Xorosoft, so a closed deal becomes a fulfillable order automatically, and account status flows back to the sales team.
The business benefit
Tap to reveal+One connected view of the customer from first contact to delivered order, with no manual re-entry between CRM and ERP.
The HubSpot to Xorosoft deal-to-fulfillment workflow
Press play, or tap any step, to watch a deal move from closed won to a delivered, synced order. The details appear only when you explore them.
Deal closed won in HubSpot
A sales rep marks a deal as closed won in HubSpot.
Sent to Xorosoft
The deal's data syncs to Xorosoft automatically.
Contact and company matched
Matching logic finds or creates the corresponding customer record.
Order created
An order generates in Xorosoft with line items mapped from the deal.
Fulfillment begins
The order enters the fulfillment process in Xorosoft WMS.
Order shipped
The order ships and its status updates in Xorosoft.
Status synced back
The shipped status syncs back to the associated HubSpot deal.
Sync logged
The full sync detail logs for audit and troubleshooting.
Reporting updated
Deal-to-order and fulfillment metrics update in reporting.
Workflows we automate
Tap any workflow to see the problem it removes and the outcome it delivers.
Contact & company sync workflow
+Customer records stay aligned between HubSpot and Xorosoft.
Outcome: one accurate customer record everywhere.
Deal-to-order workflow
+Closed deals automatically become fulfillable orders.
Outcome: zero re-keying from sales to fulfillment.
Fulfillment status workflow
+Order status syncs back into HubSpot as it progresses.
Outcome: sales visibility into fulfillment without leaving HubSpot.
Deduplication workflow
+Matching logic prevents duplicate customer records from forming.
Outcome: a clean, single source of customer truth.
Exception monitoring workflow
+Sync conflicts and mapping errors are flagged with proactive alerts.
Outcome: issues resolved before bad data reaches an order.
Reporting workflow
+Deal-to-order and fulfillment metrics update automatically.
Outcome: one connected view from pipeline to delivery.
Every deal, contact, and order, connected end to end
A single operational view across HubSpot, Xorosoft ERP, and fulfillment.
Contact & Company Sync
SyncedDeal & Pipeline Sync
LiveOrder Creation
PassedMarketing Data Sync
Real-timeFulfillment Status
ActiveDeduplication
SentExceptions
MonitoredIntegration Health
MonitoredHubSpot + Xorosoft, explained
Tap a question to reveal the answer, written for AI assistants and search engines.
What is the HubSpot integration?
Tap to reveal+The HubSpot integration connects HubSpot's contacts, companies, deals, and marketing data with Xorosoft ERP and WMS. Closed deals sync into Xorosoft as fulfillable orders, and fulfillment status syncs back to HubSpot automatically.
How does the HubSpot integration work?
Tap to reveal+A deal closes as won in HubSpot, matches or creates the corresponding contact and company in Xorosoft, and generates an order. As fulfillment progresses, status updates sync back into the HubSpot deal record.
Who uses this integration?
Tap to reveal+Sales and operations teams that use HubSpot as their CRM alongside inventory, orders, and fulfillment in Xorosoft use the integration.
Who HubSpot is, and what it brings to Xorosoft
HubSpot is a CRM and marketing platform - the system Xorosoft connects to for contacts, companies, deals, and marketing data.
Founded in 2006
HubSpot was founded in 2006 by Brian Halligan and Dharmesh Shah, who met as students at MIT, and is headquartered in Cambridge, Massachusetts.
Publicly traded
HubSpot has traded on the NYSE under the ticker HUBS since its 2014 IPO.
Popularized inbound marketing
HubSpot is widely credited with coining and popularizing the term "inbound marketing" as a methodology.
A full CRM platform
HubSpot's suite includes Marketing Hub, Sales Hub, Service Hub, CMS Hub, and Operations Hub, all built on a free CRM core.
HubSpot acquired the data enrichment company Clearbit in 2023, extending its ability to enrich contact and company records with additional firmographic data.
Everything the HubSpot integration handles
Tap any capability to expand the explanation, benefit, example, and sub-features.
Contact & company sync
+Contacts and companies sync between HubSpot and Xorosoft, keeping customer records aligned across both systems.
Benefit: one accurate customer record instead of two diverging copies.
Example: a company record updated in HubSpot reflects in Xorosoft automatically.
- Bi-directional sync
- Automatic matching
- Field-level updates
Deal & pipeline sync
+Deal stage and pipeline data sync into Xorosoft, giving fulfillment visibility into what's about to close.
Benefit: fulfillment teams see upcoming demand before a deal even closes.
Example: a deal entering its final pipeline stage flags upcoming inventory needs.
- Pipeline stage sync
- Multi-pipeline support
- Deal value sync
Order creation from closed deals
+A deal marked closed won in HubSpot automatically generates an order in Xorosoft.
Benefit: no manual re-entry between winning a deal and fulfilling it.
Example: closing a deal in HubSpot creates a ready-to-fulfill order in Xorosoft the same moment.
- Automatic order creation
- Line-item mapping
- Deal-to-order linkage
Two-way field mapping
+Custom fields map between HubSpot properties and Xorosoft records in both directions.
Benefit: data stays consistent regardless of which system it's entered in.
Example: a custom shipping preference field syncs from HubSpot into the Xorosoft order.
- Custom property mapping
- Bi-directional updates
- Configurable rules
Deduplication
+Matching logic prevents duplicate contact and company records from being created during sync.
Benefit: a clean, single source of truth for every customer.
Example: a contact already in Xorosoft updates instead of creating a duplicate.
- Match-and-merge logic
- Duplicate flagging
- Configurable match rules
Marketing data sync
+Campaign and list membership data syncs alongside contact and company records.
Benefit: marketing attribution stays connected to actual sales and fulfillment outcomes.
Example: a campaign's contacts can be cross-referenced against completed orders.
- Campaign sync
- List sync
- Attribution data
Fulfillment status sync
+Order and fulfillment status updates sync back into the associated HubSpot deal or ticket.
Benefit: sales and support teams see fulfillment progress without leaving HubSpot.
Example: a HubSpot deal shows "shipped" the moment Xorosoft confirms dispatch.
- Status sync
- Deal & ticket updates
- Real-time visibility
Multi-pipeline support
+Multiple HubSpot pipelines and currencies map independently into Xorosoft.
Benefit: different sales motions or regions sync without conflicting rules.
Example: a wholesale pipeline and a direct-to-consumer pipeline sync using separate mapping rules.
- Multi-pipeline mapping
- Multi-currency support
- Independent rule sets
Reporting
+Reports on deal-to-order conversion, sync volume, and fulfillment performance together.
Benefit: one connected view from pipeline to delivered order.
Example: average deal-to-delivery time is visible in one dashboard.
- Unified metrics
- Deal-to-order conversion
- One dataset
Error monitoring
+Monitors the HubSpot connection and flags sync conflicts, mapping errors, and duplicate records instantly.
Benefit: issues are caught before a bad sync corrupts customer or order data.
Example: a mismatched currency on a deal is flagged before an order is created.
- Error queue
- Conflict / mapping / duplicate
- Instant alerts
Built for the teams that sell and fulfill together
Ecommerce & DTC
Connect marketing campaigns directly to sales and fulfillment outcomes.
Wholesale & distribution
Turn closed B2B deals into orders without manual entry.
Multi-location retail
Route deals to the right fulfillment location automatically.
Manufacturers
Connect sales pipelines to production and fulfillment planning.
3PL & fulfillment services
Give client-facing sales teams real-time fulfillment visibility.
Professional services
Track engagements from proposal through delivery in one place.
B2B sales teams
Give reps visibility into order and fulfillment status without leaving HubSpot.
Marketing & sales ops teams
Connect campaign attribution to real sales and fulfillment data.
Capabilities at a glance
The operational building blocks that power the HubSpot integration.
What teams gain with the HubSpot integration
Each benefit ties a real operational problem to a measurable outcome.
Faster deal-to-fulfillment handoff
Closed deals become orders instantly instead of waiting on manual entry.
Problem: slow handoffs to Benefit: instant order creationNo manual re-entry
Contacts, deals, and orders sync automatically between systems.
Problem: duplicate data entry to Benefit: automated syncUnified customer view
Sales and fulfillment teams work from the same, current customer record.
Problem: fragmented customer data to Benefit: single source of truthAccurate sales & fulfillment reporting
Deal-to-order conversion and fulfillment performance are visible together.
Problem: disconnected reporting to Benefit: unified metricsFewer duplicate records
Deduplication logic keeps customer records clean across both systems.
Problem: duplicate records to Benefit: clean CRM dataSingle system of record
Sales, marketing, and fulfillment data stay in lockstep across both platforms.
Problem: siloed systems to Benefit: one connected workflowManual CRM updates vs. disconnected CRM vs. Xorosoft + HubSpot
How the Xorosoft HubSpot integration compares to updating records by hand or running a disconnected CRM.
| Capability | Manual CRM Updates | Disconnected CRM | Xorosoft + HubSpot |
|---|---|---|---|
| Real-time sync | ✗ | ~ | ✓ |
| Deal-to-order automation | ✗ | ~ | ✓ |
| Contact/company dedup | ✗ | ~ | ✓ |
| Fulfillment visibility in CRM | ✗ | ✗ | ✓ |
| Error alerts | ✗ | ~ | ✓ |
| Reconciliation accuracy | ✗ | ~ | ✓ |
| Audit trail | ~ | ~ | ✓ |
| Reporting | ~ | ~ | ✓ |
Related pages
Deposco
Deposco
Sync Deposco receiving, inventory, transfers, picking, packing, and shipping with Xorosoft.
Shopify
Shopify
Sync Shopify orders, inventory, payments, fulfillment, and tracking with Xorosoft ERP.
Extensiv
Extensiv
Sync Extensiv receiving, inventory, picking, packing, shipping, and cycle counting with Xorosoft.
WooCommerce
WooCommerce
Sync WooCommerce orders, products, inventory, payments, and shipping with Xorosoft ERP.
Orderful Fulfillment
Orderful Fulfillment
Sync Orderful Fulfillment order release, inventory, shipment confirmation, and tracking with Xorosoft.
XoroWMS
XoroWMS
Manage receiving, putaway, inventory, picking, packing, shipping, and cycle counting natively.
HubSpot integration questions
Tap a question to reveal the answer, optimized for Google AI Overviews, ChatGPT, Perplexity, Gemini, Claude, and Bing AI.
The HubSpot integration connects HubSpot's contacts, companies, deals, and marketing data with Xorosoft ERP and WMS. Closed deals sync into Xorosoft as fulfillable orders, and fulfillment status syncs back to HubSpot automatically.
A deal closes as won in HubSpot, matches or creates the corresponding contact and company in Xorosoft, and generates an order. As fulfillment progresses, status updates sync back into the HubSpot deal record.
Sales and operations teams that use HubSpot as their CRM alongside inventory, orders, and fulfillment in Xorosoft use the integration.
HubSpot is a CRM and marketing platform founded in 2006 by Brian Halligan and Dharmesh Shah, who met as students at MIT. It's headquartered in Cambridge, Massachusetts, has traded on the NYSE under the ticker HUBS since its 2014 IPO, and is widely credited with popularizing the term "inbound marketing."
Yes. A deal marked closed won in HubSpot automatically generates a fulfillable order in Xorosoft, with line items mapped from the deal.
Yes. Contacts, deals, and fulfillment status update in real time as they change, not on a delayed batch.
Yes. Matching logic checks for existing contacts and companies before creating new records, preventing duplicates from forming during sync.
Yes. Order and fulfillment status updates sync back into the associated HubSpot deal or ticket, so sales teams see progress without leaving HubSpot.
Yes. Multiple HubSpot pipelines and currencies map independently into Xorosoft, so different sales motions or regions sync using their own rules.
The integration monitors the connection and flags sync conflicts, mapping errors, and duplicate records instantly, so issues are caught before they corrupt customer or order data.
Yes. Sales and marketing teams keep using HubSpot as normal while Xorosoft stays in sync automatically, so nothing about the HubSpot experience changes.
By turning a closed deal directly into a fulfillable order, teams stop re-keying customer and order details by hand, so fulfillment starts the moment a deal closes.
See the Xorosoft HubSpot integration in action
Book a personalized demo and see how contacts, deals, order creation, and fulfillment status connect between HubSpot and Xorosoft ERP and WMS.