Brightpearl - HubSpot Integration
Effortlessly manage interactions with existing and potential customers.
Overview
Sell smarter and faster. Personalise engagement, shorten your sales cycle, and grow your business with HubSpot. Combine this cloud-based customer relationship management solution with Brightpearl, and you’ll effortlessly manage interactions with your existing and potential customers.
Whether you use Brightpearl or HubSpot as your source of sales opportunity or order entry, this integration will manage the data synchronisation in the appropriate way and is completely customisable to suit your specific requirements.
Integration provides:
Whether you use Brightpearl or HubSpot as your source of sales deals, this integration will manage the data synchronisation in the correct direction. Regardless of the source of the Sales Orders, dispatch details, orders, and payment status updates will always be in sync between the two systems.
The integration will handle the mapping of a retailer’s relevant tax codes and sales tax values when and where necessary.
The integration’s set-up is completely customisable to ensure that your tech stack supports your business in the best possible way. We’ll run through our recommendations to suit your specific requirements in the initial consultation.
Scope Review
Products
New products added in Brightpearl or changes made to existing products
Inventory Sync
Brightpearl inventory levels are synchronised with HubSpot
Company and Customer
Companies & customers are synchronised via deals or sales orders
Deals / Sales Orders
Won deals are sent from HubSpot to Brightpearl as sales orders and vice versa
Sales Order Edits
Item additions, deletions, quantity or price changes will be reflected when made before shipment
Sales Order Updates
Updates for sales order dispatch, payment and order status are sent from Brightpearl to HubSpot
Get in touch
For more comprehensive systems integrations, b.solutions system architecture will guide your team through the evolution of your business system set-up.
