ERP integration
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Your new ERP has a CRM. Do you still need HubSpot?

Vitaly Kan, Founder of ProfitPad
Vitaly Kan, Founder, ProfitPad
November 4, 2026
Diagram: an ERP screen synced with a HubSpot record and a rep’s phone

Not always. It depends on who does the selling. If the people who sell already work in the ERP all day, such as inside and counter staff taking orders, its CRM module is probably enough, and HubSpot on top is hard to justify. If you have outside reps, run marketing, or need a pipeline the owner trusts, keep HubSpot and connect it to the new ERP.

We only build the HubSpot option, so weigh our view accordingly.

When the ERP’s CRM is enough

  • Most of the people who sell are inside staff who already live in ERP screens.
  • You run little marketing: no campaigns, forms or lead capture worth tracking.
  • Most sales are reorders from existing customers, not new business chased over weeks.
  • Nobody needs a forecast beyond what the ERP already reports.

If that’s you, use the module and spend the integration budget somewhere else.

When you still need HubSpot

  • You have outside reps. ERP screens are built for operations staff, and reps on the road rarely work in them.
  • Marketing and sales need the same record. Forms, email and lead capture sit on the same contact a rep follows up.
  • New business takes weeks. Bids and quotes need a pipeline, not only a list of booked orders.
  • Reps already use HubSpot. Moving them to a new CRM restarts adoption from zero.
  • You don’t want to set up a CRM twice. If HubSpot is where you’ll end up, starting reps in the ERP’s CRM means building pipelines and habits there, then rebuilding both in HubSpot.

At Fairbank Equipment, we connected Epicor Eclipse to HubSpot in 2026. Reps request bids and orders from HubSpot, Eclipse sets the price, and the order ID writes back to the deal. In one 90-day window, 9 outside reps created 49 bids from HubSpot.

Don’t split marketing and sales across the two

Keeping HubSpot for marketing while sales moves into the ERP’s CRM sounds like a compromise. In practice, every customer ends up with two records, leads cross over by export or by a sync you still have to build, and marketing can’t see what closed. Pick one system for the customer record. If you want both, connect them.

Ask the ERP vendor four questions first

  • Does every person using the CRM need an ERP licence, or a separate CRM licence? Vendors handle this differently.
  • Can reps use it on a phone, at a customer’s site?
  • Does it send marketing email and capture form leads, or do you need a second tool?
  • Can it report a pipeline of open quotes, not only booked orders?

What each ERP’s CRM module covers, from the vendors’ own pages: Best CRM for distributors, compared →

What keeping HubSpot costs

HubSpot’s subscription, plus the integration. Our ERP sync is a fixed fee of $15,000 to $20,000, one-way or two-way, and we set the price and timeline once we’ve confirmed access to the new ERP. If the new ERP isn’t live yet, set up HubSpot now and connect it later. Replacing your ERP? What to do with HubSpot first →

FAQ

Is the CRM in my ERP good enough for a distributor?

For inside and counter staff who already work in the ERP, usually yes. It tends to fall short for outside reps, marketing, and pipeline reporting on new business. If those matter, many distributors keep a separate CRM such as HubSpot and connect it to the ERP, so order history and pricing still come from the ERP.

Should we keep HubSpot for marketing and use the ERP’s CRM for sales?

Usually not. Every customer ends up with two records, leads move between them by export or a sync you still have to build, and marketing can’t see what closed. Choose one system for the customer record. If you want HubSpot and the ERP, connect them instead of splitting the team.

Is it cost-effective to keep HubSpot instead of the ERP’s built-in CRM?

It is when outside reps, marketing, or a weeks-long sales cycle are involved, because those are where ERP CRM modules fall short. It isn’t when inside staff do the selling and the module covers them. Keeping HubSpot means its subscription plus an integration; ours is a fixed fee of $15,000 to $20,000.

Choosing between your ERP’s CRM and HubSpot? Tell us who sells and how, and we’ll tell you which fits, including when it’s the ERP’s module. Book a free 30-minute review →