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Hubspot ERP Integration, powered by CRM data
Enrich customer profiles, map deal milestones to fulfillment stages and drive real-time order visibility across teams with Doss Hubspot integration.
Integrations-as-Workflows
Simple, configurable, powerful automation
Overview
Customer Intelligence
Convert operational data into actionable insights. Track customer behavior and preferences. Monitor engagement across touchpoints.
Sales Operations
Automate order processing from opportunity to fulfillment. Update deal stages based on operational milestones. Keep sales teams informed of fulfillment status.
Communication Management
Trigger targeted communications based on operational events. Maintain consistent customer messaging. Track engagement and response patterns.
Operational Analytics
Monitor key customer metrics in real-time. Track conversion rates and fulfillment performance. Identify optimization opportunities across the customer journey.
Frequently Asked Questions
The Doss HubSpot integration connects your CRM and ERP systems to create a real-time customer and order intelligence layer. Sales pipeline stages sync with operational milestones from quote to fulfillment so reps and customer teams get live updates without chasing down ops. Doss pulls CRM data like company details, deal size, and lifecycle stage, and enriches it with fulfillment, invoicing, and product usage data from your ERP. It's the CRM-to-cash visibility your team actually uses.
Doss supports CRM API integration for teams with custom-built CRM tools or advanced routing needs. Our system can read or write to any CRM with an Open API — whether it's a custom Salesforce object, a proprietary CRM, or a Zapier-like automation layer. We also offer webhook and event triggers so you can build and automate your exact flow.
Yes. With Doss, any HubSpot deal change — like a closed-won status or contract signed — can trigger ERP-side workflows: generate orders, initiate fulfillment, reserve inventory, or update financial records. You can also update HubSpot timelines when operations progress, keeping sales, CS, and finance in sync. No need for custom Zapier flows or brittle webhook setups.
Doss gives you enriched customer profiles by syncing ERP-side behavior directly into HubSpot, whether order frequency, product mix, return rates, or payment patterns. This gives marketing and CX teams a clearer view of how customers engage, not just what they click. You can segment campaigns, prioritize accounts, and identify upsell signals more accurately.
Absolutely. Once an order is fulfilled or a return is processed in Doss, you can push that event back into HubSpot to trigger automated email flows. Whether it's a customer satisfaction survey, a loyalty offer, or a prompt to reorder — Doss turns operational events into marketing triggers. You'll increase retention with timely, personalized outreach that's based on what actually happened.
It can. Doss acts as a native integration layer between HubSpot and your ERP, replacing brittle Zapier chains, spreadsheet exports, or custom API connectors. You get faster, more reliable data sync and true automation with the ability to configure workflows without dev time.
Yes. Doss pushes operational KPIs like delivery time, order accuracy, return rate, and order cycle time into HubSpot properties or custom reports. You can filter deals by operational performance, tie conversion rates to fulfillment data, or flag risky accounts early. It turns your CRM into a cross-functional analytics platform.
Doss automatically maps deal stages to your order management process. That means no more guessing if "Closed Won" actually shipped. Sales teams can track order progress, delivery status, and returns directly inside HubSpot, while ops and finance stay updated in Doss. It reduces handoff errors and lets your CRM reflect reality, not stale notes.

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