Your sales in HubSpot, your back office in EBP: one customer, up to date on both sides. Quotes, orders, invoices and payments flow with no re-keying.
The problem
When HubSpot and EBP Gestion don't talk, every team works on its own version of the customer. The symptoms are always the same.
The sales rep prepares the quote in HubSpot, then sales admin rebuilds it in EBP to turn it into an order. Every re-entry costs time and opens the door to price, discount or quantity errors.
Invoices, payments and outstanding balances stay in EBP. The sales rep chases a customer with an unpaid invoice, or finds out too late that a loyal customer ordered without them.
A company name spelled differently, a missing SIRET number, and the customer ends up with two records that don't match. The pipeline and invoiced revenue no longer tell the same story.
Definition
EBP Gestion Commerciale is a business management software widely used by French small businesses and SMBs. It manages accounts, the item catalog, sales documents (quotes, orders, delivery notes, invoices) and payment tracking, often alongside EBP Compta. HubSpot carries prospecting, marketing and the sales pipeline.
The integration keeps the two in continuous dialogue: a customer created on one side exists on the other, a won quote becomes a sales document, a paid invoice shows up on the HubSpot record. Each team keeps its tool, everyone sees the same customer.
What flows
Here are the most common mappings between HubSpot and EBP Gestion objects. The exact scope depends on your EBP version and edition, and on what its exchange interface allows.
| In HubSpot | In EBP | Direction | When |
|---|---|---|---|
| Companies | Customers (account record) | Both ways | On creation, then on every change |
| Contacts | Account contacts | Both ways | On every change |
| Products | Items and prices | EBP → HubSpot | When an item or a price changes |
| Deals and quotes | Quotes | HubSpot → EBP | When the deal reaches the agreed stage (quote accepted) |
| Deal status | Orders and delivery notes | EBP → HubSpot | When converted into an order, then at delivery |
| Invoices | Invoices and credit notes | EBP → HubSpot | When the document is validated |
| Payment status, outstanding balance | Payments and due dates | EBP → HubSpot | On each payment or nightly, depending on your version |
| Owners | Sales reps (representatives) | Both ways | When the account is assigned |
Which system is the reference? HubSpot for prospects, contacts and open deals; EBP for invoiced customers, items, prices, invoices and payments. This master data rule is set in writing at scoping, field by field.
Tell us about your current flows: we will tell you what can sync with your version of EBP.
How to connect
Before continuous sync, there is often a historical data load: past customers, items and invoices, loaded once into HubSpot by export and import, middleware or API. After that, there are three ways to keep data flowing day to day.
The one to pick if it exists for your version of EBP and your needs stay standard: customers, contacts, invoices. It is quick to set up, with no development. Its limit: a fixed mapping that struggles with your custom fields and business rules.
Data Sync, Make, Workato or a specialized middleware orchestrate the flows without heavy code. The right choice when EBP exposes a usable exchange interface and your data model is stable. Its limit: every scenario has to be configured, maintained and monitored.
A direct connection, built for your rules: data transformation, custom objects, a pace specific to each flow. Essential when the connector or the platform can no longer keep up. Its limit: it has to be designed around call limits and data volume, and it needs monitoring.
We recommend an option after auditing your flows, not before.
Use cases
The order is created in EBP Gestion, with the right account, the right items and the negotiated discounts. Sales admin only has to approve it.
The payment status updates on the HubSpot record and the sales rep is notified. They follow up for the next order at the right time.
An alert lands in HubSpot before the next meeting. The sales rep talks payment before talking about a new order.
The item updated in EBP feeds the HubSpot product library. The next quotes go out at the right price.
Our method
Three phases, each covering processes, technology and people. A dedicated project manager stays with you from the first workshop to go-live, with a project committee and a steering committee.
Understand · Think
Three workshops, business, functional and technical, to map each flow with its source, direction and business rules. We compare several approaches and recommend one. Nothing gets built before your written sign-off.
Build · Build
Field-by-field mapping between EBP and HubSpot, then configuration or development. A pilot runs on a real sample of accounts, items and documents before cutover; a delta then catches up whatever was entered in the meantime.
Steer · Run
Go-live, team training, sync error monitoring and fixes. The integration then evolves with your processes: new fields, new flows, a new version of EBP.
At delivery
Acceptance testing runs in three steps: we test and share the counts, you check a sample of records in a shared file, we fix the gaps and rerun the checks. The acceptance report is signed after that, not before.
Pitfalls to avoid
An ERP integration rarely fails on the technology. It fails on rules nobody set. Here are the six points we lock down before writing a single line of code.
What clients say
“Our collaboration brings organization, efficiency and fitting management. Time and productivity gains, and top-notch follow-up.”
“The Copernic team is very responsive. They bring us their skills every day in areas we don't always master.”
Scroll →
Reviews translated from French
HubSpot Elite Partner
For 10+ years, we have connected HubSpot to companies' ERPs and back-office tools: EBP, Sage, SAP, Odoo, Pennylane. 800+ clients have trusted us with their CRM, and HubSpot has awarded us its highest partner tier.
Elite Partner and 4 accreditations
CRM implementation · Onboarding · Data migration · Architecture design
It depends on your EBP version and edition. Connectors or apps exist for some versions; an integration platform can take over when EBP exposes an exchange interface; a custom integration is still possible in other cases. We check what your EBP allows from the first conversation, then recommend the simplest approach that covers your flows, with no over-engineering.
The most common flows: customers and contacts, items and prices, quotes and orders, invoices and credit notes, payments and outstanding balances, sales reps. The direction of each flow and the system of reference are set at scoping. Attachments, such as invoice PDFs, do not carry over by default: we decide together whether they should be loaded. If you need custom objects in HubSpot, an Enterprise license is required.
Both, depending on the flow. A new customer or an accepted quote can sync within minutes; payments and outstanding balances often come up in batches, every night or several times a day. The pace depends on your version of EBP, its exchange interface, call limits and data volume. We choose it flow by flow, based on how your teams use it.
For a standard scope (accounts, items, sales documents, invoices), count a few weeks from the first workshop to go-live; the exact timeline is set after scoping. A wider scope, with heavy transformation rules, data cleanup or several companies in EBP, takes longer. The schedule is set in the scoping document; it also depends on how available your leads are to approve each step.
An error must never go unnoticed. Every flow is logged: a rejected record (missing required field, unknown customer, duplicate) is flagged without blocking the others. An alert goes to the designated person, the error is fixed at the source, then the record is replayed. In the Run phase, we track these logs and fix recurring anomalies at the root.
Yes, and it is often the best idea. Many projects start with a single flow: for example, customers and invoices pushed into HubSpot, so sales reps can see the activity on their accounts. Quotes, orders and outstanding balances are added next, on the same foundation. Scoping plans this path so nothing has to be redone at step two.
Other integrations
An expert calls you back within one business day.