Your ERP and HubSpot, sharing the same data
HubSpot ERP integration for OrderWise, Sage 200, NetSuite and more. Our OW Sync connectors move orders, invoices, stock and account data. Anything else, we scope.
What we hear
Sound familiar?
Things people tell us on a first call. If one of them is yours, you are in the right place.
Sales can’t see orders, invoices or credit status without asking accounts.
Someone re-keys customer details between our systems every week.
The ERP is the truth, but the CRM is where our people work.
An off-the-shelf connector got us 80% of the way, then stopped.
What changes
What you get
Sales see the full picture
Order history, invoices and account status inside the HubSpot record.
No more double entry
New customers and changes flow both ways, on a schedule you control.
Room to grow
Connected data is what reporting, automation and AI depend on.
What is included
The work
- OW Sync connectors for ERP, finance and data providers
- Two-way sync with field mapping agreed up front
- Custom integrations, scoped before we commit
- Data cleansing before the first sync
- Monitoring, logs and support once live
- Help with the systems around HubSpot, not just HubSpot
Where it sits in the Blueprint
Phase 0 · Before you sign
Diagnose
We score your business on The APPS Principle, agree your starting Level and review every system you run and what it costs.
Phase 2 · Build and go-live
Deploy
We build from proven templates, connect your systems, train your team role by role and go live.
OW Sync connectors
Live today
Built and supported by us. Not on the list? Talk to us and we will scope it.
The real advantage for us has been having someone specialised in OrderWise. Compared to other companies we spoke with, the depth of know-how they brought to the project made a big difference. We tried demos with a few larger and agile companies, but they couldn’t quite make the whole thing work end-to-end. Cogent’s agility and creativity stood out. Whenever a problem came up, they were able to come up with a solution quickly.
Questions
Fair questions
Is my system supported?
Check the connector directory. If yours is not listed, talk to us. Nothing is impossible until it has been scoped.
Is OW Sync on the HubSpot App Marketplace?
Not yet. We are working towards a listing. Today we install and support every connector ourselves.
Do you work on the ERP side too?
We work on the integration and the HubSpot side. For deeper ERP work, such as reports or server moves, we can recommend a specialist.
Let’s find out where you are
A discovery call is a straight conversation about your people, processes and systems. You leave with a clearer picture, whether or not we work together.