Sage 200 and HubSpot integration
Create and update Sage 200 customers, contacts, products, quotes, sales orders and invoices straight from HubSpot workflows, without re-keying. Scheduled sync of Sage 200 records into HubSpot is being switched on.
Best for Growing businesses running Sage 200 who sell from HubSpot.
Write back from HubSpot
Workflow actions
Use these in any HubSpot workflow to create or update records in Sage 200, 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 product
- Update a product
- Create a sales quote
- Update a sales quote
- Create a sales order
- Update a sales order
- Add a line item
- Edit a line item
- Create an invoice
- Create a payment
Coming next
- Scheduled sync of Sage 200 records into HubSpot (customers, suppliers, customer and supplier contacts, products, sales quotes, sales orders and invoices, with their lines; switching on soon)
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
- Being switched on
- Related records linked
- Every 15 minutes
- Weekend syncs
- Not included
- Workflow actions
- 4 of 14
- Create a customer
- Update a customer
- Create a contact
- Update a contact
- Scheduled sync into HubSpot
- Being switched on
- Related records linked
- Every 5 minutes
- Weekend syncs
- Not included
- Workflow actions
- All 14
- Create a customer
- Update a customer
- Create a contact
- Update a contact
- Create a product
- Update a product
- Create a sales quote
- Update a sales quote
- Create a sales order
- Update a sales order
- Add a line item
- Edit a line item
- Create an invoice
- Create a payment
- Scheduled sync into HubSpot
- Being switched on
- Related records linked
- Every minute
- Weekend syncs
- Included
- Workflow actions
- All 14
- Create a customer
- Update a customer
- Create a contact
- Update a contact
- Create a product
- Update a product
- Create a sales quote
- Update a sales quote
- Create a sales order
- Update a sales order
- Add a line item
- Edit a line item
- Create an invoice
- 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 Sage 200 through Sage’s API.
What you need
Sign in with your Sage ID to approve access (OAuth). One sign-in can connect several Sage 200 companies.
Good to know
- Scheduled sync into HubSpot is being switched on; today records move through HubSpot workflow actions.
- Sage limits how many requests each company can make, so OW Sync waits and retries when it hits that limit.
Questions
Fair questions
Can we write back to Sage 200 from HubSpot?
Yes, through HubSpot workflow actions. Every plan can create and update customers and contacts. Standard and Advanced add products, sales quotes, sales orders, line items, invoices and payments. Nothing is written to Sage 200 unless a workflow you build tells it to.
Does Sage 200 data sync into HubSpot on a schedule?
Not yet. OW Sync already knows how to map Sage 200 customers, suppliers, contacts, products, quotes, orders and invoices to HubSpot, but the scheduled sync is still being switched on. Until then, records move between HubSpot and Sage 200 through the workflow actions.
What do we need to connect?
A Sage ID with access to your Sage 200 companies. You sign in to Sage and approve OW Sync’s access (OAuth), so you never share a password with us. One sign-in can connect several Sage 200 companies. Connection details are stored encrypted.
How do we install the Sage 200 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 Sage 200. 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 Sage 200 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.