ERP integration consultant for products, pricing and quotes
I'm an ERP integration consultant based in Wollongong. Your ERP already knows your products, prices, stock and customers. I make sure HubSpot, your website and your catalogues get those facts from the ERP, not someone's spreadsheet, and that a quote won in HubSpot becomes an order without being typed in again. One source of truth. No retyping.
Your ERP has the right price. Nothing else does.
The ERP is where products, prices and customer accounts are actually maintained. Everything downstream is a copy, and copies drift.
Prices change in the ERP on the first of the month. HubSpot gets updated when someone remembers. The website still shows last year's range. Sales quotes from a PDF price list and the office keys the order in by hand. Each gap is small. Together they cost you margin, time and the odd awkward phone call.
- Product codes and prices retyped from the ERP into HubSpot, line by line.
- Quotes sent at old prices because the CRM never heard about the increase.
- Discontinued products still live on the website and in the catalogue.
- Won deals re-keyed into the ERP as orders, with a transposed SKU or two.
- Customer accounts that don't match between the ERP and the CRM.
- An Access database or master spreadsheet only one person dares to touch.
ERP to CRM integration with the ERP as the source of truth
Every integration starts with one question: which system owns this piece of data? For products, pricing, stock and customer accounts, the answer is usually your ERP. Everything else reads from it.
Data map and ownership
A field-by-field map of what lives in the ERP, HubSpot, the website and the spreadsheets. We agree which system owns each field, what triggers a sync and which side wins when both change. This is the step most integrations skip, and it decides everything else.
Products and price lists into HubSpot
SKUs, descriptions and price lists synced from the ERP into the HubSpot product library on a schedule. Discontinued items archived, so old quotes still make sense. More on HubSpot integrations.
Website and catalogue product sync
Product data pushed into WordPress through the REST API, so ranges, specs and prices on the site come from the ERP. The same data can feed site search and InDesign catalogues, so print and web stop disagreeing.
Quote to order
Quotes built in HubSpot from line items at current ERP prices, sent from HubSpot or PandaDoc. When the deal is won, the order goes to the ERP with the right customer, products and quantities. Nobody re-keys it.
Customer and account sync
ERP customer accounts matched to HubSpot companies by account number, not by name. New customers won in HubSpot get set up in the ERP properly, with a human check where it matters.
Access and spreadsheet bridges
Plenty of good product businesses still run pricing out of a Microsoft Access database or a master spreadsheet. I bridge those too, and plan the path off them. See data clean-up.
How I choose the connection
The best ERP integration is the simplest one that won't break. Prices and orders are money, so I'm fussy about it.
Native connector
If your ERP has a maintained connector that does the job, use it. I'll check the gaps before you buy.
Zapier
Fine for light, one-way, low-volume jobs. Not where I'd put your price list or your orders.
Scheduled scripts and exports
Where the ERP can produce a scheduled export, a Python or PowerShell script on Windows Task Scheduler picks it up, checks it and updates HubSpot or the website overnight.
APIs and webhooks
Where the ERP has an API, I build against it directly, with retries and logging. Right for two-way sync, high volumes and anything close to real time.
ERP integration packages
Fixed quotes after scoping. All prices AUD. No GST is added. ERP licences, API fees and app subscriptions are paid to the vendors directly.
ERP integration scoping
- Data map: what lives where, field by field
- Sync design: owners, triggers and matching rules
- Your ERP's API and export options checked
- Fixed quote for the build
Product and pricing sync
- Products, SKUs and price lists into HubSpot
- Website product data from the ERP
- Catalogue and price list data feeds
- Scheduled sync with logging and alerts
- Documentation and a runbook
Quote-to-order
- HubSpot quotes built from line items at ERP prices
- Customer and account matching
- Won deals sent to the ERP as orders
- Order number and status back on the deal
- Tested with real quotes before go-live
Integration care
- Sync logs and alerts watched
- Fixes when the ERP, HubSpot or website changes
- Small changes, like a new field or price list
- Extra time at $350 an hour
Not sure the ERP is the real problem? The Systems & Marketing Audit maps every tool for $4,950 fixed. See systems integration and the full pricing page.
How an ERP integration project runs
Scope
I look at your ERP, HubSpot and website, and trace a real quote from enquiry to order. You get the data map, the sync design and a fixed quote.
Design
Field mapping, matching rules, schedules and error handling, signed off on paper. Changing a diagram is cheap. Changing live code isn't.
Build and test
Test records first, then real ones in small batches. Your team checks prices and orders before go-live.
Go live and watch
Logging, alerts and reconciliation checks from day one. You get documentation, a runbook and the code in a repository you own.
What ERP integration looks like in practice
Illustrative scenarios, not client stories. The numbers are made up so you can swap in your own.
Example: the price rise that never reached sales
Prices go up in the ERP on 1 July. HubSpot keeps the old prices until someone updates 2,000 products by hand, three weeks later. Quotes go out cheap the whole time. With a nightly sync, HubSpot matches the ERP the next morning and every quote uses the new price.
Example: the order typed twice
Sales wins a deal with 14 line items. The office prints the quote, keys it into the ERP and swaps two SKUs. With quote-to-order, the won deal creates the ERP order with the same products, quantities and prices, and the order number lands back on the deal.
I've done this inside a manufacturing business
I've done product, pricing and quoting integration with MAX ERP and legacy Microsoft Access databases inside a multi-brand manufacturing group, alongside the HubSpot portal, WordPress sites and catalogues those numbers fed. So I know where ERP integration gets hard: matching records, price breaks, and deciding which system wins when both change.
For other ERPs, I use the same method, using the ERP's API or exports. Scoping tells you plainly what your ERP can and can't do before you commit to a build.
I'm based in Wollongong, work on site across the Illawarra and remotely with businesses anywhere in Australia.
Good fit
- Manufacturers, wholesalers and product businesses with an ERP and real price lists
- Teams on HubSpot, or moving to it, who quote from line items
- Businesses whose website or catalogue shows different products and prices from the ERP
- Anyone still running product data out of Access or a master spreadsheet
Not a fit
- You need an ERP chosen, installed or replaced. I connect to your ERP. I don't implement one.
- Your ERP has no API, no export and no way to get data out
- Nobody will own the integration after go-live
ERP integration FAQs
How much does ERP integration cost?
Scoping is $2,950 fixed. Product and pricing sync starts from $9,500 and quote-to-order from $15,000, both as fixed quotes. Integration care is $950 a month, up to 3 hours. All prices AUD. No GST is added.
Which ERPs do you work with?
I've done hands-on product, pricing and quoting integration with MAX ERP and with legacy Microsoft Access databases. For other ERPs, I use the same method, using the ERP's API or exports. Scoping is where I check what your ERP actually offers, before you pay for a build.
Should HubSpot or the ERP own product data?
Almost always the ERP. It's where prices are approved, costs are tracked and orders are fulfilled. HubSpot gets a copy that's good enough to quote from. Marketing copy and images can live somewhere else, as long as the data map says so.
Can a HubSpot quote become an order in our ERP?
Usually, yes. Quotes are built in HubSpot from line items at ERP prices. When the deal is won, the order is created through the ERP's API, or written to a file the ERP imports, and the order number comes back to the deal. How automatic it can be depends on your ERP.
Can you sync ERP products to our website?
Yes. For WordPress, product data goes in through the REST API, so ranges, specs and prices on the site come from the ERP. WP All Export pulls what's on the site back out, so it can be checked against the ERP. Stock levels on the website are possible if your ERP exposes them.
Our product data lives in Access or a spreadsheet. Can you work with that?
Yes. I can bridge it to HubSpot and the website now, and plan the move off it later. The first job is often a data clean-up, because otherwise the duplicates come along for the ride.
What happens when the sync fails?
You hear about it. Every integration I build logs each run, alerts a named person on failure and reconciles the results, so a half-finished sync doesn't go unnoticed. Integration care covers the fixes.
Where ERP integration connects
Systems integration
ERP, CRM, phones, website and project tools connected around how work moves.
See how it worksHubSpot integrations
HubSpot connected to quoting, phones, forms and custom apps.
See how it worksData clean-up
Duplicates and product codes sorted before they sync everywhere.
See how it worksRevenue reporting
ERP revenue joined to CRM and marketing data, by channel.
See how it worksHubSpot: HubSpot consulting · HubSpot migration · HubSpot admin retainer · HubSpot integrations & custom apps · HubSpot health check · HubSpot training.
Also useful: marketing operations, GA4 and conversion tracking and custom apps and configurators.
Tell me where the retyping happens
Tell me which ERP you run and what gets keyed in twice. I'll reply within one business day with how I'd connect it.
- Fixed-price scoping before any build
- Your ERP stays the source of truth
- Logging, alerts and documentation included
- Based in Wollongong, working Australia-wide
Which ERP are you running?
I read every enquiry myself and reply within one business day.
Got it. Thanks.
I'll be in touch within one business day.
One price, in every system, every morning.
Start with ERP integration scoping, $2,950 fixed. A data map, a sync design and a fixed quote for the build.