Epicor HubSpot integration for Eclipse distributors

Your Eclipse orders and pricing, where your reps sell

Yes, Epicor Eclipse connects to HubSpot. We've shipped two Epicor HubSpot integrations, both on Eclipse, and Fairbank Equipment's runs two-way today: Eclipse holds the orders, and outside reps run inquiries, bids, and orders from HubSpot.

IndustryAgricultural and propane parts and equipment
OwnershipPfingsten portfolio company
ERPEpicor Eclipse
Runs onSelf-hosted n8n
Led byChris Becher
Fairbank EquipmentCooney BrothersSage Eldercare SolutionsAsaar Medical

Trusted by owner-led companies

What Fairbank needed, and what we built

What they needed

Fairbank's outside reps worked in two systems: Eclipse held the orders, HubSpot held the customer. Every bid meant switching tools, and nobody could see what happened between bid and order.

What we built

  • Eclipse to HubSpot sync for contacts, customers, sales orders (as deals), and line items
  • Reps create, advance, and cancel Eclipse orders from HubSpot, and edit line quantity and customer price
  • Customer price inquiries logged as events on the HubSpot record
  • Field-level rules: Eclipse-locked, one-way, and two-way fields
System of recordEpicor Eclipse holds the orders. Everything the rep touches in HubSpot is backed by it.
System of actionInquiries, bids, orders, and fulfillment happen in HubSpot. The rep never logs into Eclipse.
Yield, measuredBids versus orders, prospects versus existing accounts. Fairbank sees conversion, not just activity.
49bids created from HubSpot by 9 outside reps in 90 days
475customer price inquiries logged in HubSpot, September to early October 2026
Measured in Fairbank’s HubSpot portal, October 2026. Bid counts exclude records created by operations staff.

How it works on a deal

An outside rep requests an Eclipse bid from the deal in HubSpot. The integration creates it in Eclipse and writes the Eclipse order ID back to the deal, so the rep never leaves HubSpot.

Where it stands

After the initial build and training, we kept going: customer ID reconciliation in March, bid automation in April, a price-class change request in September, and a move to self-hosted n8n.

What syncs between Epicor Eclipse and HubSpot

This is the sync running at Fairbank today. Yours depends on whether Eclipse runs on your own server or in the cloud, and what your reps need to do from HubSpot.

In Eclipse
In HubSpot
Direction
Eclipse:Customers
HubSpot:Companies
Eclipse to HubSpot
Eclipse:Contacts
HubSpot:Contacts
Eclipse to HubSpot
Eclipse:Bids and sales orders
HubSpot:Deals
Both ways
Reps create, advance, and cancel orders from HubSpot. The Eclipse order ID writes back to the deal.
Eclipse:Line items
HubSpot:Line items
Both ways
Eclipse sets the price. Reps can adjust quantity and price, for example to give a discount.
Deleted in Eclipse, gone from HubSpot.The record is archived first, then deleted. A weekly full check catches anything missed.
Reps can't overwrite Eclipse data.Each field is set one of three ways: Eclipse only, Eclipse to HubSpot, or both ways.
Added after launch.HubSpot quotes, UPS tracking on the deal, and an order app reps open from HubSpot on desktop or phone. It shows warehouse stock, so nobody calls the office to check.

Three ways to connect Eclipse to HubSpot

Not every distributor needs a custom build.

Sync app

Fits whenReps mainly need to see customers and contacts in HubSpot, and the app's standard fields cover it.

CostA yearly subscription plus a setup fee, for as long as you use it.

Watch forWhat it does when a record is deleted in Eclipse, and whether reps can create orders from HubSpot.

General connector tool

Fits whenYou already use one to link other systems, and someone in-house keeps the connections running.

CostAnnual platform fees, often per flow and per connected system, plus the build.

Watch forWho fixes a connection when it breaks, and how the fee grows as you add flows.

Custom build

Fits whenReps need to create orders from HubSpot, or standard fields don't match how you sell.

CostWe build the sync for a fixed fee of $15,000 to $20,000, one-way or two-way. No platform license.

Watch forSomeone has to run and maintain it. You get 30 days of support included, then a retainer if you want it. Changes need a developer.

The free 30-minute review tells you which one fits, even when the answer is a sync app. More detail in our ERP and CRM integration guide for distributors. Running Eclipse on your own server? What Epicor's cloud plans mean for you.

In their words

“The ProfitPad team led by Chris has executed the implementation, training and integration on-time and budget. It has been one of the rare IT implementations that there were no surprises and the product was as specified.”

Fairbank Equipment logo
Lon JenningsCEO, Fairbank Equipment

Epicor Eclipse and HubSpot: common questions

Does HubSpot integrate with Epicor Eclipse?

Not natively. HubSpot's native connectors don't reach Eclipse, so the integration is custom. We build it on n8n: customers, contacts, orders, and line items sync, and reps act on Eclipse from HubSpot.

Can reps create Eclipse orders from HubSpot?

Yes. At Fairbank, reps create, advance, and cancel Eclipse orders from HubSpot. Eclipse sets the price, and reps can adjust it when needed, for example to give a discount. Orders still go through Eclipse's own pricing and credit rules, and the Eclipse order ID writes back to the deal.

What happens when a record is deleted in Eclipse?

The matching HubSpot record is archived, then deleted. A weekly full reconciliation audit catches anything the live sync missed.

How long does an Eclipse integration take, and what does it cost?

The sync is a fixed fee of $15,000 to $20,000, one-way or two-way. We start with a free 30-minute review and confirm access to your Eclipse, then you get the price and timeline before you commit. For reference, Fairbank went from kickoff to official launch in about 8 weeks.

Two people reviewing a parts catalog on a laptop in a warehouse

Built from the rep's chair, for the owner's view

Our founder sold from HubSpot before he ever configured it. That shaped how we build: from the user's chair, not the admin panel. Reps have to use the system without thinking, or the data never shows up. Owners have to see the business without sitting in every deal.

So we strip away the noise: the 20 reports nobody opens, the automation that helps no one. What's left is a system your team uses and you can read. Every builder on our team is trained to work this way.

Vitaly Kan, Founder

Running Eclipse or another ERP?

Book a 30-minute systems review. We'll tell you what connecting it to HubSpot would take.

On Epicor Prophet 21? See how we’d connect it to HubSpot →