Integrated Marketing Campaign Management
Enables customers to create, execute, and manage marketing campaigns across both platforms. Marketing can capture leads, launch targeted campaigns, view the results, and respond in real-time on Acumatica CRM.
Out-of-the Box and Flexible Connections
Enables users to immediately connect HubSpot and Acumatica with out-of-the-box default field mappings. Users can also use custom field mappings to create custom data transfer points.
Automated Lead Management
Automatically qualifies leads in HubSpot and transfers them to Acumatica. It also immediately assigns new MQLs to the appropriate salesperson.
Pushes new MQLs to each salesperson, enabling them to follow-up to new leads immediately. Presents a full view of opportunities and contacts to inform decisions. Improves efficiency with workflow-assisted lead assignment and management.
360-Degree Views of Customer and Prospect Data
Delivers a 360-degree view of customer information and enables users to drilldown for details.
Synchronizes contact information across HubSpot and Acumatica.
Provides email templates for users to customize and use as confirmation emails. Automatically sends confirmation emails to customers when payments are cleared.
Unified ERP and CRM Management
Enables HubSpot to connect with Acumatica CRM, which is embedded in Acumatica’s ERP Platform. The unified platform integrates marketing, sales, customer management, and financial operations.
Customer Case Management
Tracks, assigns, and manages customer and employee support cases via integration to Acumatica CRM.