ERPNext HubSpot CRM Connector

Key Features

Two-way sync of HubSpot contacts and companies to ERPNext `Contact`, `Customer`, and `Lead` DocTypes with idempotent upserts keyed on the stored HubSpot object id

HubSpot deal-to-`Opportunity` sync, with a nominated deal stage that auto-creates an ERPNext `Quotation` and resolves line items against your `Item` master

Inbound HubSpot webhooks handled by a whitelisted Frappe method that verifies the `X-HubSpot-Signature-v3` HMAC before processing

Outbound sync driven by `hooks.py` `doc_events` (`after_insert`, `on_update`) so ERPNext edits push to HubSpot without manual export

Background processing via `frappe.enqueue` and a dedicated queue so webhook bursts never block request workers

Scheduler-event reconciliation sweep (hourly/daily, configurable) that catches events dropped by webhooks and repairs drift

Configurable per-object property-to-fieldname mapping stored in a `HubSpot Settings` single DocType — remap without a redeploy

Marketing list sync between ERPNext contact segments and HubSpot static lists for aligned segmentation

`HubSpot Sync Log` DocType capturing request/response payloads, direction, status, and errors for audit and replay

HubSpot private-app token and portal id stored as encrypted fields, with API calls to the HubSpot v3 CRM endpoints

Client scripts adding sync-status indicators and a manual 'Sync to HubSpot' action on Contact, Customer, and Quotation forms

Permission and role-profile gating so only authorized roles can configure or trigger the integration

Configurable conflict-resolution policy (HubSpot-wins, ERPNext-wins, or last-modified-wins) per object type

Rate-limit-aware API client with retry/backoff to respect HubSpot's ten-requests-per-second ceiling

Built and tested for Frappe/ERPNext v15 and v16, installed via `bench get-app`/`bench install-app` and migrated with `bench migrate`

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

You order

Start with a one-time build price. We scope it with you at kickoff.

We build & install

ECOSIRE builds, configures and installs it on your ERPNext.

Go live + support

You go live in about 2–4 weeks, with a post-launch support window.

About this Product

Marketing runs in HubSpot; fulfilment, quoting, and invoicing run in ERPNext. When those two systems drift, your sales team re-keys deals into ERPNext by hand, contacts get duplicated, and nobody trusts the pipeline number in either tool. ERPNext ships a capable native CRM (Lead, Opportunity, Customer, Contact, Quotation DocTypes), but it has no first-party bridge to HubSpot — so once a deal is won in HubSpot, the handoff to a Quotation and Sales Order is manual, error-prone, and slow.

This connector closes that gap. ECOSIRE builds you a proper Frappe app — its own module, DocTypes, and hooks.py wiring — that performs configurable two-way sync between HubSpot's CRM objects and ERPNext. HubSpot contacts and companies map to ERPNext Contact/Customer (or Lead), and HubSpot deals map to Opportunity and, on the stage you nominate, to a Quotation with line items resolved against your ERPNext Item master. A HubSpot Settings single DocType holds the private-app token, portal id, and per-object field mappings, so property-to-fieldname mapping is configuration, not code you have to re-deploy.

Technically, real-time updates flow both directions. Inbound HubSpot webhooks land on a whitelisted Frappe method (@frappe.whitelist(allow_guest=True)) that verifies the X-HubSpot-Signature-v3 HMAC before enqueuing work via frappe.enqueue, so a burst of events never blocks a worker. Outbound changes are driven by hooks.py doc_events (on_update, after_insert) plus scheduler events for reconciliation sweeps that catch anything a webhook missed. Every call to the HubSpot v3 REST API is idempotent — we store the HubSpot object id on the ERPNext record and upsert, so re-runs and retries never create duplicates. Sync activity, payloads, and API errors are written to a HubSpot Sync Log DocType for auditing and replay.

Because it is a first-class Frappe app, it respects your existing controls: role profiles and permissions gate who can configure the integration, client scripts surface sync status and a "push to HubSpot" button on the Contact and Quotation forms, and marketing list membership syncs to HubSpot static lists so segmentation stays aligned. It is built and tested against Frappe/ERPNext v15 and v16, installed with bench get-app / bench install-app, and migrated with bench migrate.

Delivery is build-to-order — this is not an instant download. We start with a scoping call to confirm which objects, properties, and stages you sync and in which direction, then build against your field mapping, validate on a staging bench with your data, and cut over. Typical delivery is 2 to 4 weeks from confirmed scope, and you receive the full source, a git repository handover, and a post-go-live support window.

What you get

Installable Frappe app source code for your ERPNext version (v15 or v16), as a git-installable app

Installation and configuration on your bench, including HubSpot private-app setup and webhook subscription registration

Technical documentation: DocType reference, field-mapping guide, hooks/scheduler map, and API/webhook contract

End-user guide plus a live training session for your sales and marketing operations team

Post-go-live support window for bug fixes and adjustments after cutover

UAT on a staging bench with your data, sign-off checklist, and a documented rollback plan

Git repository handover with full commit history and README

Field-mapping worksheet and HubSpot property/stage configuration reference tailored to your pipeline

Who this is for

RevOps / Sales Operations Lead

Owns the pipeline data and is tired of reconciling HubSpot deals against ERPNext Opportunities by hand. Needs a trustworthy single source of truth and deals that flow into Quotations automatically.

ERPNext System Administrator

Runs the bench and guards data integrity. Wants a proper Frappe app with clean DocTypes, permission gating, an audit log, and v15/v16 compatibility — not a fragile script bolted onto the server.

Marketing Operations Manager

Lives in HubSpot for campaigns and lists but needs won deals and customer records reflected in ERPNext. Wants marketing list membership and contact segments to stay aligned across both systems.

Head of Sales

Wants reps selling, not re-keying. Needs real-time contact and deal sync so the ERPNext pipeline and forecast match what the team sees in HubSpot.

How ERPNext HubSpot CRM Connector Compares

Criterion	ECOSIRE	Custom Build	Competitor
Delivery model	Build-to-order, scoped to your portal and pipeline	You spec and build it yourself in-house	Generic app, one-size-fits-all mappings
Deal-to-Quotation mapping	Won deals auto-create ERPNext Quotations with resolved line items	Whatever you have time to build	Rarely covered; contacts only
Real-time sync	HMAC-verified webhooks + enqueued jobs + scheduler reconciliation	Depends on your engineering effort	Often polling-only, minutes of lag
Field mapping	Configurable in a HubSpot Settings DocType, no redeploy	Hardcoded unless you build a UI	Fixed or limited mapping
ERPNext v15/v16 fit	Proper Frappe app, tested on your version	Yours to maintain across upgrades	May lag ERPNext releases
Auditability	HubSpot Sync Log DocType with payloads and replay	Only if you build logging	Minimal or none
Source & handover	Full source + git repo handover	You own it (and all the work)	Closed source, vendor-locked
Support	Post-go-live window + optional retainer	Your team is the support	Generic ticket queue

Frequently Asked Questions about ERPNext HubSpot CRM Connector

Is this an instant download from the Frappe Marketplace?

No. This is a build-to-order engagement. ECOSIRE scopes, builds, installs, and supports the connector for your specific HubSpot portal and ERPNext configuration — it is not an off-the-shelf app you download and self-install.

How long does delivery take?

Typically 2 to 4 weeks from confirmed scope. The timeline depends on how many HubSpot objects and properties you sync, the direction of sync, and how much custom deal-to-Quotation mapping your pipeline needs. We confirm a firm estimate after the scoping call.

How are updates and support handled after go-live?

Every engagement includes a post-go-live support window for bug fixes and adjustments. Because you receive the full source and git repository, your team can maintain it in-house; ECOSIRE also offers ongoing support and version-upgrade retainers (for example, when you move from ERPNext v15 to v16).

Which ERPNext versions are supported?

The app is built and tested against Frappe/ERPNext v15 and v16. We build against your specific version and confirm compatibility during UAT on a staging bench before cutover.

How does the sync stay real-time without duplicating records?

Inbound HubSpot webhooks trigger a whitelisted Frappe method that enqueues background jobs via `frappe.enqueue`, while outbound changes fire from `hooks.py` doc events. We store the HubSpot object id on each ERPNext record and upsert, so retries and reconciliation sweeps never create duplicates. A scheduler sweep repairs any drift webhooks miss.

Can we control which fields and objects sync, and in which direction?

Yes. Field-to-property mappings, which objects sync (contacts, companies, deals, lists), sync direction, and conflict-resolution policy are all configuration held in a `HubSpot Settings` DocType. You can remap fields without a redeploy, and we set the initial mapping to your pipeline during scoping.

What about data security and permissions?

The HubSpot private-app token is stored in an encrypted field, inbound webhooks are HMAC-verified against the `X-HubSpot-Signature-v3` header, and access to configuration and manual sync actions is gated by ERPNext role profiles and permissions. All sync activity is written to an auditable `HubSpot Sync Log`.