HubSpot Integration Guide · Wiki · 10XERP

The HubSpot integration in 10XERP enables a one-way sync from 10XERP to HubSpot, keeping customers, contacts, and quotes up to date in your CRM without manual entry. Customers and contacts created in 10XERP are synced as companies and contacts in HubSpot, while quotes become deals in the designated pipeline. Integration settings allow granular control over which records sync and how quote stages are handled when converted or deleted. Sync behavior can be set to real-time or background processing.

• Enable the HubSpot Integration by navigating to Admin → Integrations → HubSpot and checking the HubSpot Enabled box to allow syncing of customers, contacts, and quotes.
• Provide a HubSpot API Key by generating it in HubSpot → Settings → Integrations → API Key and sharing it with the 10X team for setup.
• Enable "Sync to HubSpot" Checkbox on individual customers and quotes to trigger syncing for those records (available only when the integration is enabled).
• Sync Customers and Contacts by enabling Sync Customers and configuring whether to sync all contacts or just the primary one under integration settings.
• Ensure Contacts Have Emails if Sync Only Contacts with Email is enabled to include them in sync.
• Sync Quotes as Deals by enabling Sync Order Quotes and selecting the desired Deal Pipeline and Quote Deal Stage.
• Track Quote Conversions and Deletions by setting the appropriate Converted Quote Deal Stage and Deleted Quote Deal Stage in the integration settings.
• Avoid Duplicate Records with 10XERP's matching logic that checks for existing companies (via domain/email) and contacts (via email or name) before syncing.
• Choose Sync Mode by enabling Background Sync for queued processing or disabling it for real-time updates when records are created or edited.