Cogent

OrderWise and HubSpot integration

See every OrderWise customer, contact, quote, sales order and product inside HubSpot. Your team can raise and update sales orders from HubSpot workflows without re-keying. You can also bring in extra OrderWise data, such as invoices and suppliers, with your own SQL queries.

  • Live
  • ERP and operations
  • On-premises API
Book a demo Install on HubSpot

See plans and pricing ↓

Best for UK businesses running OrderWise for ERP and warehouse management who sell from HubSpot.

What syncs

From OrderWise 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 OrderWise from HubSpot, use the workflow actions below.

OrderWise HubSpot
Customers HubSpot companies
Customer contacts HubSpot contacts
Sales quotes HubSpot dealsIncludes line items
Sales orders HubSpot ordersIncludes line items
Product variants HubSpot products
Invoices HubSpot invoicesIncludes line items; set up with an OrderWise export definition
Suppliers HubSpot companiesSet up with an OrderWise export definition
Supplier contacts HubSpot contactsSet up with an OrderWise export definition
Targets or deliveries A HubSpot object you chooseAppointments, courses, listings, services, projects or an existing custom object
Any OrderWise data A HubSpot object you chooseYou choose the source with a SQL query

Into HubSpot on a schedule

  • Links contacts to their companies, and quotes, orders and line items to the right companies, contacts and deals automatically.
  • Reads extra data through OrderWise export definitions (SQL queries saved in OrderWise): invoices, suppliers, supplier contacts, targets or deliveries, or any query you write.
  • Includes HubSpot-only workflow actions on every plan: add a line item to a deal, link one record to another, create, publish or refresh a CPQ quote from a deal, and create a subscription from a deal.
  • 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 OrderWise, so your team never re-keys an order.

Every plan

  • Create a customer (simple)
  • Create a customer (detailed)
  • Update a customer
  • Create a contact
  • Update a contact
  • Create a delivery address

Standard and Advanced

  • Create a product
  • Update a product
  • Create a product variant
  • Update a product variant
  • Create a sales order
  • Update a sales order
  • Cancel a sales order
  • Schedule a sales order
  • Update a sales order’s analysis fields
  • Add a line item to a sales order
  • 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 30 minutes to 24 hours
Related records linked
Every 5 minutes
Weekend syncs
Not included
Workflow actions
All 18
  • Create a customer (simple)
  • Create a customer (detailed)
  • Update a customer
  • Create a contact
  • Update a contact
  • Create a delivery address
  • Create a product
  • Update a product
  • Create a product variant
  • Update a product variant
  • Create a sales order
  • Update a sales order
  • Cancel a sales order
  • Schedule a sales order
  • Update a sales order’s analysis fields
  • Add a line item to a sales order
  • Edit a line item
  • Create a payment
Install on HubSpot Book a demo

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

On-premises: OW Sync reaches your server through a fixed IP address in London, which you allow through your firewall.

What you need

An OrderWise API username and password.

Good to know

  • Nothing moves from HubSpot into OrderWise on a schedule; changes go back through HubSpot workflow actions.
  • Quotes deleted in OrderWise are not removed from HubSpot, so a deal stays in place when its quote becomes an order.
  • A full re-scan reads up to 300,000 records per object.
  • Invoices, suppliers and other SQL sources need an export definition set up in OrderWise first.

Questions

Fair questions

Can we write back to OrderWise from HubSpot?

Yes, through HubSpot workflow actions. Every plan can create and update customers, contacts and delivery addresses. Standard and Advanced add products, variants, sales orders, line items and payments. There is no scheduled sync from HubSpot into OrderWise, so nothing changes in OrderWise unless a workflow you build tells it to.

Can we sync more than the standard objects?

Yes. OrderWise lets your admin save SQL queries called export definitions. OW Sync can read invoices, invoice lines, suppliers, supplier contacts, and targets or deliveries this way, or the results of any query you write, and sync them to the HubSpot object you choose. OW Sync tests each export definition before it creates the sync.

What do we need to connect?

An OrderWise API username and password. OrderWise runs on your own server, so OW Sync reaches it through a fixed IP address in London, which you allow through your firewall. OW Sync keeps the connection signed in for you, and your credentials are stored encrypted.

Does it create custom objects in HubSpot?

No. OW Sync uses HubSpot’s standard objects, such as companies, contacts, deals, orders, invoices, products and line items, and adds its own properties to them. Those properties all start with owsync_, so they are easy to spot. Data from your own SQL queries can go to a custom object you already have.

How do we install the OrderWise 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 OrderWise. 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.

Keep reading

See OrderWise 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.

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