For HubSpot AEs, CSMs and partner managers
Close the deal the ERP is blocking. RevOps HQ connects it to HubSpot.
The customer’s ERP runs on its own server, behind a firewall, with no HubSpot connector. RevOps HQ, a HubSpot Gold Solutions Partner, builds, hosts and supports the two-way connection, from Sage 100, Sage 300, Business Central, Dynamics NAV and GP, QuickBooks Desktop, Epicor and SYSPRO to field service platforms and transport management systems, and joins the deal to help you close it, Revenue Hub included.
November partner pricing: $500/mo + $7,500 build for deals started by November 30 (standard $15,000 + $800/mo). Live in 2–4 weeks.
Customer network · on-premises
Sage 100
On the customer’s own server. No cloud API to call.
- Customers
- Items and costs
- Price levels
- Sales orders
- Invoices
- Stock on hand
RevOps Connect agent
Installed inside the network; calls out, never waits to be called.
Two-way sync over outbound HTTPS, on a schedule or on change
Into HubSpot ↓
Back to the ERP ↑
HubSpot
Sales Hub, Service Hub and Revenue Hub
- Companies
- Products
- Quotes
- Orders
- Invoices
- Inventory
The rep toolkit
Everything you need to close the deal
Connectors HubSpot does not offer out of the box
Pick the system the customer runs: how RevOps Connect reaches it, what lands in HubSpot, and the case study for it.
ERP
Accounting
Field service
Transportation and logistics
Pricing and costing
QuickBooks Desktop has no cloud API. The connection runs through Intuit's QuickBooks Web Connector on the machine that holds the company file, on a schedule.
Data in HubSpot
- Companies
- Contacts
- Products
- Quotes
- Orders
- Invoices
- Inventory
- Order history
Manufacturing and distribution records are exposed to the commercial team in HubSpot, read-only where the ERP is the system of record.
Data in HubSpot
- Companies
- Contacts
- Products
- Quotes
- Orders
- Invoices
- Inventory
- Order history
Customer, item and order records are mapped to HubSpot objects rather than mirrored wholesale.
Data in HubSpot
- Companies
- Contacts
- Products
- Quotes
- Orders
- Invoices
- Inventory
- Order history
Both usually run on the customer's own servers, so the connection is installed inside that network rather than called from outside it.
Data in HubSpot
- Companies
- Contacts
- Products
- Quotes
- Orders
- Invoices
- Inventory
- Order history
Sage 100, Sage 300, Sage X3 and Sage Intacct expose their data differently, so the method is chosen per edition.
Data in HubSpot
- Companies
- Contacts
- Products
- Quotes
- Orders
- Invoices
- Inventory
- Order history
Industry CloudSuite data is surfaced against the account it belongs to.
Data in HubSpot
- Companies
- Contacts
- Products
- Quotes
- Orders
- Invoices
- Inventory
- Order history
No published case study for Infor yet; the method is scoped on a call.
Plant-floor and order data from the Plex Smart Manufacturing Platform is joined to the account and the deal.
Data in HubSpot
- Companies
- Contacts
- Products
- Quotes
- Orders
- Invoices
- Inventory
- Order history
No published case study for Plex yet; the method is scoped on a call.
Customers, stock codes and sales orders are mapped to HubSpot companies, products and orders.
Data in HubSpot
- Companies
- Contacts
- Products
- Quotes
- Orders
- Invoices
- Inventory
- Order history
No published case study for SYSPRO yet; the method is scoped on a call.
Order-to-cash crosses the boundary with field ownership decided per object.
Data in HubSpot
- Companies
- Contacts
- Products
- Quotes
- Orders
- Invoices
- Inventory
- Order history
Jobs, technicians, service agreements and equipment from a field service platform such as ServiceTitan, FieldEdge or Field Pro are joined to the HubSpot company and the deal that sold the work.
Data in HubSpot
- Companies
- Contacts
- Products
- Quotes
- Orders
- Invoices
- Inventory
- Order history
Loads, lanes, rates and carriers from a TMS such as McLeod or Trimble TMW are joined to the shipper's company in HubSpot, so a lane quote starts from the rates already on file.
Data in HubSpot
- Companies
- Contacts
- Products
- Quotes
- Orders
- Invoices
- Inventory
- Order history
No published case study for Transport management (TMS) yet; the method is scoped on a call.
The labour and material logic in a quoting spreadsheet is rebuilt so a HubSpot quote carries the same costing, and the spreadsheet is retired.
Data in HubSpot
- Companies
- Contacts
- Products
- Quotes
- Orders
- Invoices
- Inventory
- Order history
Two-way sync
Records change on either side and the other side follows, with an owner decided per field.
Map and transform
ERP item codes, units and price levels become HubSpot products, line items and properties.
Schedule and trigger
Each object moves on a schedule or on an event, whichever the source system supports.
Monitor and alert
Failed records are retried, and a failure that persists reaches a person rather than a log.
Hosted and supported by RevOps HQ, including for systems that run on the customer’s own servers.
Three things RevOps HQ does for a HubSpot rep
Connect what HubSpot does not
ERPs on the customer's own servers, desktop accounting, field service and dispatch platforms, transport management systems and costing spreadsheets. Built, hosted and supported by RevOps HQ.
Book a meeting to close your dealHelp you close the deal
Bring RevOps HQ in when the ERP or costing question comes up. RevOps HQ joins the call, answers the integration questions, scopes the build and prices it. You keep the deal; RevOps HQ does the heavy lifting.
Book a meeting to close your dealMake the install base stick
Customers on Epicor, Sage, Dynamics NAV, GP or QuickBooks Desktop get their orders, invoices, inventory and order history in HubSpot. HubSpot becomes the system the business runs on, not a contact list beside the ERP.
Book a meeting to close your dealBuilt for
Manufacturing
Job shops, fabricators and moulders quoting from material, machine time and labour.
Distribution
Cost-plus pricing by customer price level, with stock and order history from the ERP.
Field service
Service agreements, equipment and technician time, priced per visit.
Transportation and logistics
Lane and load pricing from miles, fuel, tolls and accessorials held in the TMS.
Where an ERP-heavy deal stops
Each is a question the rep cannot answer alone, and each has a build that answers it. Pick one.
“Does it connect to our ERP?” stalls the deal
The evaluation pauses until someone can show the ERP data in HubSpot, and nobody on the deal can.
The answer
RevOps HQ scopes the connection on one call and states the build price and timeline.
The ERP is on-premises
Dynamics NAV, Dynamics GP, Sage 100 and QuickBooks Desktop run on the customer's own servers with no cloud API to call.
The answer
RevOps Connect runs inside the customer's network and syncs on a schedule.
Quotes need labour and material costs
Pricing lives in a costing spreadsheet or the ERP, so a HubSpot quote cannot show margin and sales keeps quoting outside it.
The answer
The costing logic is rebuilt so the HubSpot quote carries cost, margin and a margin floor.
Operations run on a dispatch or freight system
Jobs, technicians, loads and lanes sit in a field service platform or a TMS, so HubSpot sees the customer but not the work.
The answer
RevOps Connect brings jobs, service history, loads and lane rates into HubSpot against the account.
Up against NetSuite or Dynamics
The competitor argues that one system does everything, and the ERP question is how they win it.
The answer
HubSpot keeps sales, quoting and billing; the ERP keeps inventory and accounting; RevOps Connect joins them.
The Revenue Hub upsell stalls
A Sales Hub customer quotes in spreadsheets, and orders and pricing live in the ERP, so Revenue Hub has nothing to quote against.
The answer
The connection brings products, price levels and order history into HubSpot so Revenue Hub quotes are real.
How RevOps HQ sells Revenue Hub with you
Step 1
Book a meeting
A short call on the account: the systems it runs, where quoting happens and what is blocking the deal.
Book a meeting to close your dealStep 2
RevOps HQ joins the deal
On the customer call as your integration partner, answering the ERP, costing and data questions.
Step 3
Scope and price
The connection and the quoting logic are scoped, with a fixed build price and a monthly fee.
Step 4
You close Revenue Hub
RevOps HQ builds, hosts and supports the connection, live in 2–4 weeks.
Worth knowing about Revenue Hub
- Revenue Hub is HubSpot's CPQ, billing and payments product, in Professional and Enterprise editions.
- HubSpot accounts opened after 3 September 2025 have no quoting tool in Sales Hub alone, so quoting means Revenue Hub.
- A manufacturer's quote is only credible with costs behind it. RevOps Connect supplies the item costs, price levels and order history the quote needs.
Integration and industry case studies
Every published case study, filterable. All are illustrative composites drawn from RevOps HQ’s work.
- Legal · IllustrativeHubSpot Service Hub Implementation Case Study: Post-Signature Client Ownership at a Family Law FirmRead the case study
- Manufacturing · IllustrativeHubSpot Quoting Case Study: Retiring a Thirty-Year-Old Access Database at an Aerospace Job ShopRead the case study
- Marine · IllustrativeHubSpot Pipeline Design Case Study: One Deal Pipeline Across Sales, Rigging and Delivery at a Boat DealerRead the case study
- Legal · IllustrativeHubSpot Marketing Contacts Case Study: Reducing a Billable Tier Without Deleting a Record at a Seven-State Law FirmRead the case study
- Manufacturing · IllustrativeHubSpot Custom Objects Case Study: Serial-Level Equipment Records for a Manufacturer Selling Through DealersRead the case study
- Transportation and Logistics · IllustrativeHubSpot Deal Pipeline Case Study: Separating an Award from a Win at an Aggregate SupplierRead the case study
- Automotive · IllustrativeE-commerce Replatform Case Study: Defect, Change Order or Retainer at a Diesel Parts DistributorRead the case study
- Systems Integration · IllustrativeHubSpot–ServiceNow Integration Case Study: Partner-Sourced Pipeline for a Regulated-Industries Systems IntegratorRead the case study
- Sports & Entertainment · IllustrativeHubSpot–SeatGeek Integration Case Study: Buyer and Attendee as Separate Records for a Sports PropertyRead the case study
- Hospitality & Leisure · IllustrativeHubSpot–Newbook Integration Case Study: Reservations, Stays and Guests for a Holiday Park GroupRead the case study
- Manufacturing · IllustrativeHubSpot–SAP Integration Case Study: A Bounded Interface for a Regulated ManufacturerRead the case study
- Professional Services · IllustrativeHubSpot–Sage Intacct Integration Case Study: Project Margin at the Deal for a ConsultancyRead the case study
- Marketing Services · IllustrativeHubSpot–Ramp Integration Case Study: Cost to Serve on the Account for an AgencyRead the case study
- B2B Software · IllustrativeHubSpot–LinkedIn Integration Case Study: Audience Sync and Offline Conversions for a B2B Software FirmRead the case study
- Building Products Distribution · IllustrativeHubSpot–Epicor Integration Case Study: One Customer Record for a Building Products DistributorRead the case study
- Industrial Distribution · IllustrativeHubSpot–Business Central Integration Case Study: Order-to-Cash for a Industrial DistributorRead the case study
- B2B Software · IllustrativeHubSpot–Avalara Integration Case Study: Tax Determination at Quote Time for a SaaS FirmRead the case study
- Commercial real estate · IllustrativeWordPress to HubSpot CMS Migration Case Study: Commercial Real EstateRead the case study
- Architecture and engineering · IllustrativeSalesforce to HubSpot Migration Case Study: Professional ServicesRead the case study
- Wholesale distribution · IllustrativeZoho to HubSpot Migration Case Study: Wholesale DistributionRead the case study
- Logistics and transportation · IllustrativeHubSpot–Slack Integration Case Study: Deal Alerts for a Logistics ProviderRead the case study
- Manufacturing · IllustrativeHubSpot–Salesforce Integration Case Study: Running Both CRMs at a Manufacturing CompanyRead the case study
- Staffing and recruiting · IllustrativeHubSpot–PandaDoc Integration Case Study: Contract Turnaround for a Staffing AgencyRead the case study
- Marketing and advertising services · IllustrativeHubSpot–ClickUp Integration Case Study: Sales-to-Delivery Handoff at a Marketing AgencyRead the case study
- IllustrativeHubSpot–QuickBooks Integration Case Study: Quote-to-Cash for a Specialty Contracting FirmRead the case study
- Legal · IllustrativeDeploying Claude Across a 140-Attorney Litigation FirmRead the case study
- IllustrativeHubSpot–NetSuite Integration Case Study: Eliminating Silos and Accelerating Cash FlowRead the case study
- IllustrativeMigrating a Regional Law Firm to HubSpot for Streamlined OperationsRead the case study
- IllustrativeHIPAA-Compliant Dynamics Integration for a Health Insurance Advisory FirmRead the case study
- IllustrativeValue Stream Mapping for a B2B Software CompanyRead the case study
- IllustrativeHubSpot Point-of-Sale Integration for a National Auto-Body FranchiseRead the case study
- IllustrativeHow a Commercial Roofing Firm Leveraged HubSpot for Revenue Operations TransformationRead the case study
- IllustrativeTransforming Pipeline Management and Client Service for a Regional Construction FirmRead the case study
- IllustrativeCentralizing Marketing, Sales, and Customer Success Data in HubSpot: A Fintech Case StudyRead the case study
- IllustrativeMid-Market Healthcare Technology ProviderRead the case study
Articles for the deal
The cost-based quote RevOps HQ builds into Revenue Hub
Built with RevCPQ on the HubSpot object model. Pick an industry and change the numbers with the customer: the quote rebuilds with cost, margin and an approval floor, and each cost names the system it comes from.
A run of machined parts quoted from material, setup, machine time and outside processing.
ERP item cost
ERP work-centre rate
ERP work-centre rate
Vendor price in the ERP
ERP work-centre rate
HubSpot quote, with costing
- Bar stock$2,118
- Setup$419
- CNC run time$6,066
- Heat treat (outside)$515
- Inspection$165
- Quote total
- $9,283
- Price per part
- $37.13
- Cost
- $6,313
- Gross margin
- $2,971 (32%)
Above the 25% margin floor: the quote can be sent without approval.
Sample figures. In a live build, each cost comes from the source named beside it.
The integration behind this quote: machine shop
Typical systems
- Epicor
- SYSPRO
- QuickBooks Desktop
- Spreadsheet calculators
Into HubSpot
- Item master and material costs → products
- Work-centre rates → costing inputs
- Customers → companies
- Open jobs and shipments → orders
Back from HubSpot
- Won quote → job or sales order
- New customer → customer record
RevOps HQ helps you close it. Bring the account, the system it runs and where the deal is stuck.
Book a meeting to close your dealBook a meeting when the customer says
- “We quote in a spreadsheet.”
- “Our pricing is in the ERP.”
- “Does it connect to Epicor?”