Custom engineered ERP & Operations integration

eVision (Eque2) & HubSpot integration

Custom engineered for your business by SpotDev's accredited developers

Connect eVision, Eque2's construction ERP built on Microsoft Dynamics 365 Business Central, to HubSpot so won tenders become eVision projects and project, cost code and purchase order data flows back to the CRM daily.

  • 6–8 weeks typical turnaround
  • £5k-£15k typical investment

Why connect eVision (Eque2) to HubSpot

Contractors running eVision hold contracts, CVR, subcontract orders and applications in Business Central, while bids and client relationships are tracked in HubSpot. The handover from won tender to live project is where re-keying happens and where the two systems start to disagree.

  • eVision runs on Business Central, so the integration uses Business Central's REST API and webhooks, with custom API pages in AL for eVision's own tables such as contracts and cost codes
  • Eque2 states that eVision's three-tier architecture allows integration with third-party applications through web services, so the construction layer is reachable rather than closed off
  • Project creation is gated: only deals at an agreed stage, with the right company and contract type, create anything in eVision, so nothing appears in the ERP by accident
  • A daily sync of project status, committed cost and purchase orders is enough for commercial and pre-construction teams to see where each client's work stands

What you can do with eVision (Eque2) and HubSpot

What an eVision to HubSpot integration typically covers:

  • Create the eVision project or contract shell when a HubSpot deal reaches contract award, carrying client, site, value and the correct Business Central company, and write the project number back to the deal
  • Sync project status, cost codes and committed versus actual cost summaries from eVision to a HubSpot custom object, so account directors see delivery health beside the relationship history
  • Bring purchase orders and subcontract orders per project into HubSpot for reporting on supplier spend against each client account
  • Keep client and subcontractor company records aligned between HubSpot and Business Central, so the same organisation has one record in each system and a shared reference

How the eVision (Eque2) & HubSpot integration works

Two-way sync
Sync direction between eVision (Eque2) and HubSpot
Daily sync
How often data updates flow
Projects, Cost Codes, Purchase Orders
Records kept in sync
Sales Hub, Data Hub
HubSpot hubs supported
6–8 weeks
Typical time to deploy

Typical setup

  1. Confirm eVision data access
  2. Map projects
  3. Schedule the sync
  4. Test with sample records

Integration Impact Analysis

With Integration

  • Streamlined operationsAutomated workflows replace manual processes
  • Single source of truthConsistent data across all revenue teams

Without Integration

  • Manual processesTeams managing tools instead of revenue
  • Data silosCritical insights trapped in silos

eVision (Eque2) & HubSpot integration: FAQs

Does eVision have an API that HubSpot can use?
eVision is built on Microsoft Dynamics 365 Business Central, which publishes a REST API (v2.0) with OAuth 2.0 authentication and webhooks, and Eque2 says eVision's architecture supports integration with third-party applications through web services. eVision-specific tables are exposed through custom API pages written in AL, which we build as part of the project.
What data can sync between eVision and HubSpot?
Projects, cost codes and purchase orders are the core set on this row, flowing two ways on a daily schedule. Client and subcontractor companies, contract values and status fields are usually added so the deal and the project share one set of references.
How long does an eVision HubSpot integration take?
Typically 6–8 weeks. The extra time over a plain Business Central integration goes on the AL work to expose eVision tables and on agreeing the rules for when a deal may create a project.
How much does an eVision HubSpot integration cost?
From £5k-£15k, depending on how many eVision objects are in scope, how many Business Central companies you run and how much custom AL is needed.

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