Why Should I Integrate HubSpot and OrderWise?

If your business is using both HubSpot CRM and OrderWise ERP (or any systems for that matter), you've probably found yourself wondering: Do I really need an integration between the two? It might seem like just another IT project, but integrating these systems could be the game-changer your business needs.

Let’s see what an integration involves.

The Pain of Disconnected Systems

Without integration, businesses end up with disjointed data. Your sales team works in HubSpot, tracking leads, nurturing prospects, and closing deals. Meanwhile, your operations team relies on OrderWise to manage stock, process orders, and handle fulfilment. If these systems don’t talk to each other, you’re left with inefficiencies like:

• Manual data entry – Sales teams have to input customer and order details into both systems.

• Delays and errors – Mismatched data leads to order mistakes, missed opportunities - ultimately customer frustration.

• Limited visibility – Sales teams don’t have real-time stock levels or order statuses, and operations teams don’t have insights into upcoming sales. What could possibly go wrong?

What an Integration Can Do

Integrating HubSpot and OrderWise eliminates these issues by enabling seamless data flow between the two. You end up with:

• Automatic data sync – Customer records, deals, and orders update in real time across both systems.

• Improved efficiency – No more duplicate data entry, reducing admin time and human error.

• Better customer experience – Sales and customer service teams can access real-time order updates, leading to faster responses and smoother interactions.

• Stronger reporting – Combined insights from both systems provide a clearer view of business performance.

When is an Integration Necessary?

An integration is highly beneficial if:

• Your business processes involve frequent interactions between sales and operations (let's be honest - what businesses don't).

• You’re experiencing bottlenecks due to data pools.

• Your teams rely on manual workarounds to bridge the gap between HubSpot and OrderWise.

• Customer experience is suffering due to order errors or miscommunication.

However, if you’re only using one system lightly, or if your processes don’t require data to flow between them often, you might not need a full integration - yet.

The Verdict

If your business is scaling and you rely on both HubSpot and OrderWise, an integration isn’t just a ‘nice-to-have’ - it’s a necessity. It streamlines operations, minimizses data issues, and enhances customer experience. The key is finding the right integration solution that aligns with your workflows and business goals.

So, is an integration for HubSpot and OrderWise necessary? If you want to work smarter, not harder—the answer is yes.

Interested in joining the pilot scheme for our OrderWise <-> HubSpot integration?