HubSpot for Distributors Platinum Partner

Distribution runs on your ERP. Your sales team shouldn't have to.

We connect HubSpot to the ERPs that run wholesale distribution: Epicor Eclipse (built twice, in production), Prophet 21, and Agility. Your reps get order history, pricing context, and reorder signals inside the CRM they'll actually open.

2
Eclipse integrations live in production
Agility
Agility ERP integration in build
P21
On the same open architecture
100%
5-star reviews across all projects

Distributors don't have a CRM problem. They have a two-systems problem.

Your ERP knows everything: who bought what, at which price tier, from which branch, and when they stopped. Your CRM knows almost none of it. So your team works from memory, spreadsheets, and lookups in a second system.

Before
After
Reps quote from memory because order history lives in the ERP
ERP order data surfaces directly in every HubSpot deal record
Counter sales, inside sales, and field reps track deals three different ways
One pipeline per motion, built around how each team actually sells
Nobody knows which accounts haven't reordered in 90 days
Dormant accounts flagged automatically before they churn silently
Contract pricing and tiers live only in the ERP
Reps see the customer's real pricing context before they quote
Reporting lives in spreadsheets nobody fully trusts
Reporting leadership opens on a Tuesday without being asked
Branch and territory ownership maintained by hand
Territory and branch views that update themselves

HubSpot implementation and ERP integration for wholesale distributors

Every service line below comes from real engagements with distributors and industrial companies.

Core differentiator
βš™οΈ

ERP Integration

Epicor Eclipse, built twice and live in production, on-prem, behind VPNs. Agility ERP in build on the same architecture. Prophet 21 offered on the same open-API approach. Deletion sync, historical data, complex field mapping, ongoing sync: the backbone of a distribution CRM. See Eclipse and Prophet 21.

🏭

CRM for Distribution Sales

Counter, inside, and outside sales are different motions. We build pipelines for each: reorder-driven account management for the inside team, territory and route structure for field reps, and account hierarchies for multi-branch customers. Built on our proven HubSpot implementation process.

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Dormant Account Reactivation

The quiet churn killer in distribution. We build automation that watches reorder gaps by account and product line, flags accounts going quiet, and puts them in front of the right rep before the competitor's truck does.

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Operational Dashboards

Branch performance, reorder rates, at-risk accounts, pipeline by rep, margin by product line. Dashboards leadership actually opens.

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Retainer and Cleanup

Inherited a messy CRM? We map it, cut what shouldn't be there, and rebuild around what matters. Then we stay involved. Cooney Brothers and Fairbank Equipment are both ongoing.

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Automation via n8n

We manage dedicated n8n servers at roughly 60% of Zapier's equivalent plan. n8n runs on-prem inside a VPN, which is how we reach on-prem ERPs that Zapier and Celigo can't touch.

πŸ”Œ

Eclipse, Prophet 21, and Agility run most of wholesale distribution.

We've built the Eclipse integration twice (both on-prem, behind VPNs), we're mid-build on Agility, and we offer Prophet 21 on the same open-API architecture. If your distribution business runs on any of the three, the hard parts are already solved or already scoped. Read our Eclipse integration approach, our Prophet 21 page, or talk to us directly.

Real outcomes from real distributors.

Named clients, specific outcomes, real quotes. Every proof point below is a live engagement.

Industrial Distribution

β€œProfitPad finished the data integration in about 2 months, and that was over the holidays. Chris dove head-first into our antiquated ERP and found creative ways to capture hard-to-get-at data.”

Natalie Beers, Cooney Brothers
Natalie Beers
Cooney Brothers: Plumbing and HVAC distribution, est. 1937
Cooney Brothers logo
On-prem ERP fully integrated with HubSpot via n8n
Year-long stalled migration completed in 2 months
Dormant-account and reorder context now visible to the sales team
Active retainer ongoing
PE-Backed
Equipment Distribution
Fairbank Equipment
Pfingsten Partners portfolio: Industrial equipment distribution
Fairbank Equipment logo
Epicor Eclipse live in HubSpot production
Two-way sync: contacts, companies, deals, line items
Product inquiry page on n8n: 0.5–1 sec vs. 10–30 sec on Celigo
Migrating remaining flows from Celigo to n8n for cost and speed
10+ industrial and manufacturing clients served across distribution, vending, EV infrastructure, field automation, and precision tooling. See the full case studies.
Cypress VendingChargerHelpUniTrakWindBorne SystemsRollPros

Do you need a purpose-built distribution CRM, or HubSpot connected to your ERP?

Fair question, and the vendors won't give you a straight answer. Purpose-built distribution CRMs exist, and they're legitimate: tight ERP coupling out of the box, distribution-specific screens, rep workflows designed for reorder selling.

Where they fall short is everything around the sale: marketing, lead capture, email automation, quoting workflows, service tickets, and reporting that leadership can shape without a vendor ticket. That's platform territory, and it's why distributors who want one system for the whole revenue team keep landing on HubSpot plus an ERP integration.

Pick a purpose-built CRM if
Pick HubSpot + ERP integration if
Your sales motion is purely reorder-driven, your team lives in the ERP anyway, and you don't need marketing or service in the same system
You have outside reps who won't live in an ERP, marketing that needs to generate and track leads, or leadership that wants pipeline and account health in one view

We only build the second one, so weight our take accordingly. But we'd rather you pick the right tool than become a bad-fit client.

Three things that actually differentiate us.

Not credentials. The things that change whether a distributor gets a CRM that works or one that gets abandoned six months after go-live.

01

We've integrated the ERPs that run distribution. In production. Behind VPNs.

Two Eclipse builds live, Agility in flight, Prophet 21 offered on the same architecture. Deletion workflows most integrations skip, field mapping for data other vendors can't reach, and n8n running on-prem inside the VPN, which is how it reaches these systems at all.

02

We build for how distribution teams actually sell.

Counter, inside, and field are different jobs. Pricing tiers matter. Reorder gaps matter more than MQLs. We've built for this, not adapted a SaaS template to it.

03

We scope in phases and stay involved after go-live.

Clear scope, phased delivery, go-live, then improve. Cooney Brothers and Fairbank both have ongoing work, because the real optimization happens after the team is in the system.

Questions distributors usually ask.

Can HubSpot work as a CRM for wholesale distributors?

Yes, with one condition: it has to be connected to your ERP. Out of the box, HubSpot doesn't know your order history, pricing tiers, or reorder patterns. Integrated with Eclipse, Prophet 21, or Agility, it becomes a distribution CRM: reps see account context, automation watches reorder gaps, and leadership gets pipeline visibility without spreadsheets.

What's the best CRM for a distribution business?

It depends on your sales motion. Purpose-built distribution CRMs are strong for purely reorder-driven teams that live in the ERP. HubSpot plus an ERP integration wins when you have outside reps, marketing, or leadership reporting needs in the same system. We build the second one, so read our comparison above with that in mind.

Which distribution ERPs can you integrate with HubSpot?

Epicor Eclipse (built twice, live in production, on-prem behind VPNs), DMSi Agility (in build), and Epicor Prophet 21 (offered on the same open-API architecture; see our Prophet 21 page for the honest state of that work). Custom and legacy ERPs too, if there's an API or database we can reach.

What ERP data should actually live in HubSpot?

Relationship and activity data: contacts, companies, deals, quotes, order history summaries, last purchase date, and account spend. The ERP stays the source of truth for transactions: orders, invoices, inventory, and pricing. Ten years of line-item history does not belong in a CRM.

How long does a distribution ERP integration take?

For a one-way sync from a standard ERP to HubSpot, 4-8 weeks from kickoff to live data, depending on ERP complexity, VPN access, and data cleanliness. Two-way sync adds time. We scope before committing to a timeline, fixed fee.

Why n8n instead of Zapier or Celigo?

Cost and reach. We manage dedicated n8n servers at roughly 60% of Zapier's equivalent plan, and n8n runs on-prem inside a client VPN at no extra cost, which is the only way to reach certain on-prem ERPs at all. Celigo runs around $15k/year before configuration.

Can you fix an existing HubSpot portal that's become a mess?

Yes. We map what's there, cut what's broken or redundant, and rebuild around what matters. Cleanup is one of the most common starting points for new distribution clients, and when the fix is moving platforms entirely, our HubSpot migration services cover that.

Ready to connect your ERP to your CRM?

Book a 30-minute discovery call. We'll ask about your ERP, your sales motions, and where the gaps are. No pitch deck. Just a direct conversation about whether this is worth pursuing.

Schedule a discovery call

Platinum HubSpot Partner β€’ 100+ projects β€’ 100% 5-star reviews

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β€œProfitPad finished the data integration in about 2 months, and that was over the holidays. Chris dove head-first into our antiquated ERP and found creative ways to capture hard-to-get-at data.”

Natalie Beers, Marketing Manager, Cooney Brothers
Natalie Beers
Marketing Manager, Cooney Brothers