What’s New in the HubSpot–Genius ERP Integration

What You’ll Learn in This Webinar

Many manufacturers work with two systems that don’t communicate: a CRM for sales and an ERP for operations. This means data often has to be entered twice, and sales and operations don’t always have access to the same information.

In this webinar, we’ll be joined by Lakhos to show you how the native, bidirectional integration between HubSpot and Genius ERP connects the two systems while allowing each one to continue doing what it does best.

You’ll see how the integration lets you:

• Automatically create customers from one system to the other, eliminating double data entry
• Trigger and synchronize quotes in real time
• Create sales orders from Genius directly in HubSpot for better visibility into sales and forecasting
• Choose which fields to synchronize through a redesigned settings area
• Give your sales, operations and support teams a more complete view of each customer

The goal is simple: let your teams continue working in the systems built for them while keeping information connected across your business. Join us to see how it works.