Custom engineered Accounting & Finance integration

Sage 200 & HubSpot integration

Custom engineered for your business by SpotDev's accredited developers

Connect Sage 200 to HubSpot so customers, sales orders, invoices and payments from Sage 200 appear on HubSpot company and deal records, and won deals raise Sage 200 sales orders with credit limits and on-stop status respected.

Why connect Sage 200 to HubSpot

Finance runs Sage 200 Standard or Professional while sales work in HubSpot, so credit limits, on-stop status and unpaid invoices are invisible at the point of quoting and orders are re-keyed after every won deal.

  • Sage 200 has a REST API with JSON payloads for both Sage 200 Standard Online and Sage 200 Professional, including on-premise Professional installations
  • Authentication uses Sage ID access tokens and long-lived refresh tokens plus site and company headers, so the integration works against the right Sage 200 company database
  • Credit limit, on-stop and account status from Sage 200 are the rules sales most need at quote time, and we surface them on the HubSpot company
  • Endpoint availability varies by Sage 200 version, so we check your installation against Sage's release notes at scoping rather than assuming

What you can do with Sage 200 and HubSpot

Typical flows between Sage 200 and HubSpot.

  • Sage 200 customer accounts are matched to HubSpot companies, with account reference, payment terms, credit limit and on-stop status kept current
  • A won HubSpot deal creates a Sage 200 sales order for the matched customer, or is held for finance approval if the account is on stop
  • Invoice and payment status from Sage 200 is written to the HubSpot company and deal so account managers see overdue balances before they call
  • New customers created in HubSpot are set up in Sage 200 with the correct references, removing the double entry between sales and finance

How the Sage 200 & HubSpot integration works

Two-way sync
Sync direction between Sage 200 and HubSpot
Real time sync
How often data updates flow
Customers, Orders, Invoices, Payments
Records kept in sync
Sales Hub
HubSpot hubs supported

Typical setup

  1. Connect Sage 200 API
  2. Map objects and rules
  3. Dry run
  4. Go live with monitoring

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

Sage 200 & HubSpot integration: FAQs

Does Sage 200 have an API that HubSpot can use?
Yes. Sage publishes a Sage 200 REST API for Sage 200 Standard Online and Sage 200 Professional. Development needs membership of the Sage 200 API Developer Programme, a Sage ID and subscription keys from Sage's developer portal, and requests carry an access token plus X-Site and X-Company headers.
Does the integration work with on-premise Sage 200 Professional?
Yes, with a check first. Sage confirms the API is supported on on-premise Professional, but because those sites are not updated automatically, some endpoints or fields in newer versions may not exist on yours. We confirm what your version exposes during scoping.
How long does a Sage 200 HubSpot integration take?
It depends on scope and is set at scoping. A one-way read of customers and invoices into HubSpot is quicker than a two-way build that creates sales orders and enforces credit rules.
How much does a Sage 200 HubSpot integration cost?
We give a fixed quote after a scoping call. The quote reflects the Sage 200 objects in scope, whether HubSpot creates records in Sage 200 and the business rules (credit limits, approvals, on-stop) that need encoding.

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