Sage Accounting (South African version) and HubSpot CRM Integration

At MO Agency, we've developed a robust bi-directional integration that enables seamless data flow between Sage Accounting (also known as Sage One) and HubSpot CRM, ensuring that your sales, operations, and accounting teams can work together with greater efficiency and accuracy.

The integration is designed to streamline workflows and eliminate the need for manual data entry, ultimately enhancing productivity across departments.

Access the integration

Contact us now to get early access. Access is free to our customers, and customers that do HubSpot onboarding with us.

Key Features

1. HubSpot Contacts and Companies > Sage Accounting Customers

With this integration, Contacts and Companies in HubSpot automatically sync to Customers in Sage One. This two-way sync ensures that all client details are up-to-date in both systems, reducing duplication and improving the accuracy of customer information. Whether your sales team updates customer details in HubSpot or your accounting team makes changes in Sage One, the data will reflect across both platforms in real time.

2. HubSpot Deals > Sage Accounting Quotes and Sales Orders

Our integration enables Deals created in HubSpot to sync seamlessly with quotes and Sales Orders in Sage One. This feature simplifies the process of transitioning deals from the sales team to the finance team. When a deal is won in HubSpot, it can be automatically converted into a quote or a sales order in Sage One, making it easier to manage the entire sales process from lead acquisition to fulfilment.

3. Sage Accounting Items <> HubSpot Line Items

Line Items associated with HubSpot deals are synced to Items in Sage One, ensuring that product and service details are accurately reflected across both systems. This feature eliminates the need for manual re-entry of line items during the invoicing process, reducing errors and saving time for your operations and accounting teams.

Benefits

• Enhanced Workflow Efficiency: By syncing data between HubSpot and Sage One in real time, this integration streamlines communication and processes between sales and operations, reducing friction and improving collaboration.
• Improved Data Accuracy: The automatic sync of contacts, companies, deals, and line items ensures that information is consistent and accurate across both platforms, minimising errors due to manual data entry.
• Faster Sales to Operations Handoff: With deals automatically converting to quotes or sales orders, your sales and accounting teams can work in perfect harmony, leading to faster order processing and improved customer service.
• Complete View of Customer Data: This integration gives your teams across sales, finance, and operations access to a unified, up-to-date view of customer information, enabling more informed decision-making and better service delivery.

About Sage Accounting

Sage One Accounting (now known as Sage Business Cloud Accounting) is a cloud-based accounting software designed for small to medium-sized businesses. The South African version is tailored to meet the specific accounting needs, tax laws, and financial regulations in South Africa.

About HubSpot CRM

HubSpot CRM is a cloud-based customer relationship management (CRM) platform designed to help businesses manage and nurture their interactions with customers, leads, and prospects. It provides tools that allow companies to organise and track their relationships throughout the customer lifecycle, from initial contact to post-sale service.

Here are some of the key features of HubSpot CRM:

1. Contact Management: HubSpot CRM allows you to store and manage contact information, track interactions, and segment contacts based on various criteria.
2. Deal and Pipeline Management: You can track deals and monitor the progress of sales opportunities within customisable pipelines.
3. Task Automation: You can set up reminders and tasks for follow-ups, calls, or meetings to keep sales reps organised.
4. Live Chat and Chatbots: HubSpot CRM includes live chat functionality and customisable chatbots that help engage with website visitors in real-time.
5. Marketing and Sales Integration: It integrates seamlessly with HubSpot’s marketing and sales tools, enabling a full suite of features like email marketing, social media management, and automation workflows.
6. Reporting and Analytics: It provides robust reporting on sales performance, marketing activities, and customer data to help businesses make data-driven decisions.

HubSpot CRM is widely used by companies of all sizes to streamline their sales processes, improve customer relationships, and scale growth effectively.

Final thoughts

By integrating Sage Accounting (Sage One) and HubSpot, businesses can eliminate silos, reduce operational inefficiencies, and enhance overall productivity. This solution is ideal for companies looking to scale while maintaining tight control over their customer and sales processes.