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Data pipeline visualization connecting ERP systems to HubSpot CRM
Fixed-Price  ·  HubSpot Consultant  ·  Make.com Certified

Your ERP Data.
Live in HubSpot.
Automatically.

Stop your sales team from flying blind. We build a secure, automated data pipeline between your ERP and HubSpot — giving every rep real-time, account-level visibility into purchase activity, deals, and revenue. No more manual exports. No more stale data.

Get a Free Consultation See How It Works
$4,500 Full Integration
3 Phases Structured Delivery
50/50 Payment Terms
$9/mo Ongoing Infrastructure
The Problem

Manual Data Entry Is Killing Your Sales Velocity

Stale Account Data

Your sales reps are calling on accounts without knowing if they bought last week or 18 months ago. ERP data sits siloed, invisible to your CRM.

Manual Export Hell

Someone on your team is spending hours every week downloading CSV files from your ERP and re-uploading them to HubSpot. That time has a cost.

Duplicate Records & Data Chaos

Without a clean deduplication strategy, every import creates ghost contacts and duplicate companies. Your CRM becomes unreliable, and adoption falls off.

The Solution

A Three-Phase Approach to a
Clean, Automated CRM

We don't just wire up a connection — we architect a foundation. Every phase builds on the last, and no automation launches until the data underneath it is clean.

Three-phase ERP to HubSpot integration process: Audit, Automate, Activate
01
Phase 1

Architectural Planning & Historical Data Migration

Establish a clean, deduplicated CRM foundation before deploying any automations.

  • Technical audit of your HubSpot instance & ERP files
  • Map industry-standard deduplication keys (or engineer composite keys)
  • Export, cleanse, and clean re-import of your Company database
  • Prevents database duplication at every future sync
Investment $1,500
Mandatory prerequisite — skipping this guarantees duplicates.
02
Phase 2

Core Automation Build — Companies & Account Visibility

Automate the synchronization of B2B account data from your ERP on a weekly schedule.

  • Extract field data from Account Master (OUTDA) & related files via FTP
  • Automate weekly upserts to HubSpot Companies using your dedup key
  • Up to 25 mapped data fields (additional fields via Change Order at $200/hr)
  • Custom "Last Known ERP Buyer" property — clean visibility, no ghost contacts
Investment $1,500
03
Phase 3

Transactional Automation — Deals & Line Items

Provide your sales team with live visibility into account-level revenue and purchase activity.

  • Make.com pipeline extracts SLSDA (Sales Transactions) file weekly
  • Translates purchase activity into native HubSpot Deals with Line Items
  • HubSpot Associations API links every Deal to the correct parent Company
  • Full product/SKU visibility directly inside each account record
Investment $1,500
Transparent Pricing

Fixed-Price. No Surprises. No Hourly Billing.

Most HubSpot consultants bill $150–$300/hour for integration work. A comparable project would cost $12,000–$25,000 at agency rates. We deliver enterprise-quality architecture at a fraction of the cost.

Complete Integration Package
$4,500 total
Phases 1 + 2 + 3 — Full ERP to HubSpot Pipeline
Start Your Project
Phase 1 — Data Architecture & Migration $1,500
Phase 2 — Core Automation Build (Companies) $1,500
Phase 3 — Transactional Automation (Deals & Line Items) $1,500
Total Project Investment $4,500
Ongoing Infrastructure (Make.com Core) ~$9/mo
50% deposit ($2,250) due upon project commencement
50% final payment ($2,250) due upon successful Phase 3 deployment & testing

How Our Pricing Compares

Agency / Boutique Partner
$10,000–$25,000
Hourly at $150–$300/hr. Variable scope. High overhead baked into pricing.
SaaS Connector (e.g. ERP Bridge)
$249/mo + setup fees
Generic connectors. No custom logic. Recurring monthly cost forever.
CRM Info Techs
$4,500 flat
Custom-built for your ERP schema. Clean data architecture. $9/mo infrastructure only.
Best Value
Offshore Freelancer
$1,500–$3,000
No data architecture strategy. High risk of duplicates. No ongoing support.
Why CRM Info Techs

Enterprise Architecture.
Independent Consultant Pricing.

Data Integrity First

We refuse to wire up automation on dirty data. Phase 1 always runs first — eliminating duplication at the foundation before a single automation fires.

HubSpot & Make.com Expertise

Deep hands-on expertise with HubSpot's APIs, Properties, Associations API, and Make.com automation pipelines. Not a generalist — a specialist.

Fixed-Price Transparency

No hourly billing, no scope creep surprises. You know the exact investment upfront. Change Orders are issued in writing before any extra work begins.

Direct Access to the Founder

You work directly with Roque Mozingo — not an account manager passing notes to a developer. Faster decisions, no communication overhead, real accountability.

Proven with Real Clients

This integration service is actively deployed and running in production for real clients. It's a proven, working product — not a theoretical offering.

Fast Time-to-Value

The phased structure means your CRM foundation is cleaned and deduped in Phase 1 before any automation goes live — preventing rework and shortening your time to ROI.

Ready to Eliminate Manual Data Entry?

Let's talk about your ERP setup, your HubSpot instance, and whether this integration is the right fit. First consultation is free.

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info@crminfotechs.com · 408-594-3890 · crminfotechs.com