Marketing
ERP → HubSpot
Segmented campaigns based on purchase history
Marketing sends the same campaigns to customers with very different buying behaviours.
HubSpot Object
- Company
- Contact
- Custom Object Order
- Timeline Events
ERP data involved
- Orders
- Invoices
- Product Categories
- Last Purchase Date
- Customer Revenue
Business Area
Marketing
Type
Quick win
Trigger / rule
- Order/invoice update
- Scheduled sync
Business Benefits
When purchase history flows into HubSpot, segmentation stops being guesswork. Lists build themselves from real orders, categories, spend and recency, so every campaign speaks to what the customer actually buys. Marketing stops burning budget on generic sends, sales receives warmer cross-sell signals, and the same team produces measurably more revenue without adding a single new tool or another manual export from the ERP.
