Custom engineered Accounting & Finance integration

Sage X3 & HubSpot integration

Custom engineered for your business by SpotDev's accredited developers

Connect Sage X3 to HubSpot so customers, sales orders, invoices and stock from the ERP are visible on HubSpot companies and deals, and orders agreed in HubSpot are created in Sage X3, using Sage X3's REST and SOAP web services.

  • API token

Why connect Sage X3 to HubSpot

Sage X3 is where the order book, stock and ledgers live for a manufacturing or distribution business, and HubSpot is where the pipeline lives. Run them unconnected and sales quotes without live stock or account status while finance rekeys won deals.

  • Sage X3 exposes a RESTful Web API in which every customer, supplier, sales order and product is a URL, plus SOAP web services for modules still on the classic interface
  • Authentication is by OAuth2 token in Sage X3 Online, with certificate or basic authentication available on-premise, so the connection method follows your deployment
  • The Web API can read data from every module, so surfacing stock, credit status and invoice history in HubSpot does not depend on which modules have been upgraded
  • Writes into Sage X3, such as creating an order from a won deal, go through the ERP's own validation, so a missing product code is rejected and reported rather than posted

What you can do with Sage X3 and HubSpot

Integration flows for Sage X3 and HubSpot:

  • Sync Sage X3 customers to HubSpot companies with account status, payment terms and credit limit as properties, keyed on the Sage X3 customer code
  • Create the sales order in Sage X3 when a HubSpot deal is won, and write the order number and delivery status back onto the deal
  • Show stock availability for quoted products on the HubSpot deal, so sales commit to dates the warehouse can meet
  • Post invoice and payment status from Sage X3 to the company record, so account managers see overdue invoices before a renewal conversation

How the Sage X3 & HubSpot integration works

Two-way sync
Sync direction between Sage X3 and HubSpot
Real time sync
How often data updates flow
API token
Secure authentication method
Customers, Orders, Invoices, Stock
Records kept in sync
Sales Hub
HubSpot hubs supported

Typical setup

  1. Connect Sage X3 web services
  2. Map ERP objects
  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 X3 & HubSpot integration: FAQs

Does Sage X3 have an API that HubSpot can use?
Yes. Sage documents a RESTful Web API in which each resource (customer, supplier, sales order, product) has its own URL, alongside SOAP web services for classic modules. We build the middleware that maps those resources onto HubSpot companies, contacts, products and deals.
Does the integration work with Sage X3 Online as well as on-premise?
Yes. Sage X3 Online accepts OAuth2 tokens only for web service calls, while on-premise installations can also use certificate or basic authentication. The integration is configured for whichever you run, and the mapping work is the same.
What data can sync between Sage X3 and HubSpot?
Customers, sales orders, invoices and stock are the core set on this row, flowing two ways in real time. Suppliers, products, deliveries and payment status can be added where sales or account management needs them.
How much does a Sage X3 HubSpot integration cost and how long does it take?
It depends on how many ERP objects are in scope and whether orders are written into Sage X3 or only read from it. We give a fixed quote and a timeline after a scoping call with your Sage X3 administrator or partner.

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