Acumatica and HubSpot integration
See Acumatica customers, vendors, opportunities, sales orders, invoices and stock items inside HubSpot. Your team can create customers, products and sales orders in Acumatica from HubSpot workflows, without re-keying.
Best for Mid-sized businesses running Acumatica who sell from HubSpot.
What syncs
From Acumatica into HubSpot
Records sync on a schedule and update the matching records on the other side, with OW Sync’s own properties added where HubSpot has no equivalent field. To create or change records in Acumatica from HubSpot, use the workflow actions below.
 Acumatica | Direction |  HubSpot |
|---|---|---|
| Customers | into HubSpot | HubSpot companies |
| Vendors | into HubSpot | HubSpot companies |
| Contacts | into HubSpot | HubSpot contacts |
| Opportunities | into HubSpot | HubSpot dealsIncludes opportunity products as line items |
| Sales orders | into HubSpot | HubSpot ordersIncludes line items |
| Sales invoices | into HubSpot | HubSpot invoicesIncludes line items |
| Stock items | into HubSpot | HubSpot products |
| Non-stock items | into HubSpot | HubSpot products |
→ Into HubSpot on a schedule
- Links contacts to their customers, and opportunities, orders, invoices and their lines to the right companies, contacts and deals automatically.
- Exclusion rules let you stop records that match conditions you set from syncing.
Write back from HubSpot
Workflow actions
Use these in any HubSpot workflow to create or update records in Acumatica, so your team never re-keys an order.
Every plan
- Create a customer
- Update a customer
- Create a contact
- Update a contact
Standard and Advanced
- Create a customer with full details
- Create a product
- Update a product
- Create a sales order
- Update a sales order
- Add a line item
- Edit a line item
- Create a payment
Plans and pricing
What it costs
A one-off setup fee of £2,000, then a monthly subscription. Annual billing is also available. Prices exclude VAT.
- Scheduled sync into HubSpot
- Every 1 to 24 hours
- Related records linked
- Every 15 minutes
- Weekend syncs
- Not included
- Workflow actions
- 4 of 12
- Create a customer
- Update a customer
- Create a contact
- Update a contact
- Scheduled sync into HubSpot
- Every 30 minutes to 24 hours
- Related records linked
- Every 5 minutes
- Weekend syncs
- Not included
- Workflow actions
- All 12
- Create a customer
- Update a customer
- Create a contact
- Update a contact
- Create a customer with full details
- Create a product
- Update a product
- Create a sales order
- Update a sales order
- Add a line item
- Edit a line item
- Create a payment
- Scheduled sync into HubSpot
- As often as every minute
- Related records linked
- Every minute
- Weekend syncs
- Included
- Workflow actions
- All 12
- Create a customer
- Update a customer
- Create a contact
- Update a contact
- Create a customer with full details
- Create a product
- Update a product
- Create a sales order
- Update a sales order
- Add a line item
- Edit a line item
- Create a payment
Scheduled syncs run every working day between 07:00 and 19:00 UK time. Setup includes connecting your accounts, creating the HubSpot properties and checking the first sync with you.
How it connects
Cloud API: OW Sync connects directly to your Acumatica site. If Acumatica runs on your own server, OW Sync reaches it through a fixed IP address in London, which you allow through your firewall.
What you need
Sign in to your Acumatica site to approve access (OAuth).
Good to know
- Nothing moves from HubSpot into Acumatica on a schedule; changes go back through HubSpot workflow actions.
Questions
Fair questions
Can we write back to Acumatica from HubSpot?
Yes, through HubSpot workflow actions. Every plan can create and update customers and contacts. Standard and Advanced add detailed customer records, products, sales orders, line items and payments. Nothing is written to Acumatica unless a workflow you build tells it to.
What do we need to connect?
A user on your Acumatica site who can approve access. You sign in and approve OW Sync (OAuth), so you never share a password with us. If Acumatica runs on your own server, you also allow OW Sync’s fixed London IP address through your firewall. Connection details are stored encrypted.
Does it create custom objects in HubSpot?
No. OW Sync uses HubSpot’s standard objects: companies, contacts, deals, orders, invoices, products and line items. It adds its own properties to them, all starting with owsync_, so they are easy to spot and your existing HubSpot set-up stays as it is.
Can we choose which records sync?
Yes. Each sync can have exclusion rules. A rule checks a field against a condition you set, such as a status, a value or a date, and records that match stay out of the sync. Vendors, stock items and non-stock items each have their own sync, so you can also leave out whole record types.
How do we install the Acumatica connector?
Choose Install on HubSpot, pick your HubSpot account and approve OW Sync’s access. OW Sync then asks for your contact and company details and takes you through connecting Acumatica. Setup includes creating the HubSpot properties and checking the first sync with you.
When do syncs run?
Scheduled syncs run every working day between 07:00 and 19:00 UK time, as often as your plan allows. On Advanced, you can also switch on weekend syncs. Workflow actions run whenever your HubSpot workflow triggers them.
Who builds and supports OW Sync?
Cogent does. OW Sync is our own connector range, built and supported by our team in the UK. If you need more than the connector does out of the box, we can scope custom work or a full HubSpot project around it.
See Acumatica and HubSpot working together
Book a short demo and we’ll show you the connector with your own use case in mind, then scope setup with you.