Marketing
ERP ↔ HubSpot
Lead to customer reconciliation with ERP customer data
A lead comes in from forms or ads, but the team does not know whether it is already a customer, a prospect or an inactive account.
HubSpot Object
- Company
- Contact
- Lists
- Workflows
ERP data involved
- Customer Code
- Customer/Prospect Status
- Geographic Area
- Sales Rep
- Segment
- Last Order
Business Area
Marketing
Type
Quick win
Trigger / rule
- Contact creation/update
- Match on email/vat id/domain
Business Benefits
Every new lead is checked against ERP master data before it reaches a rep, so the team instantly knows whether it is a customer, a prospect or a dormant account. Routing becomes accurate, duplicates stop multiplying and nurturing changes tone for each status. Marketing gains clean data, sales gains context, and no one wastes a follow-up on an account the company already serves. Duplicates simply stop being created.
