SQL Recommended Synchronization

What information to integrate from source to destination

The next section gives guidelines on how to better synchronize data from ERP to HubSpot with some best practices. The names of the properties on both ERP and HubSpot are an example, we suggest you to use customized properties according to your specific needs.

Start by creating a new view with customers ERP data. Below is an example query to create the view with generic ERP_Field to be replaced with the specific ERP field.

USE [ERPBridge]

CREATE view [dbo].[V_Deals] as 

	off.OfferNumber +-+ off.CustomerName as DealName
	,off.SalesAgent as SalesAgent
	,off.OfferNumber as OfferNumber
	,off.OfferDate as OfferDate
	,off.OfferRevisionNumber as OfferRevisionNumber
	,off.OfferFileURL as OfferFileURL
	,off.OfferAmount as OfferAmount
	,ord.OrderNumber as OrderNumber
	,ord.OrderFileURL as OrderFileURL
	,ord.OrderAmount as OrderAmount
	,off.CustomerERPCode as CustomerERPCode
	,off.Status as DealStatus
	,GETDATE() as LastSync
	ERP_Table_Offer off
	left join ERP_Table_Order ord on off.OfferNumber=ord.OfferNumber 
	-- for incremental synchronization once/twice a day


The result is the creation of a SQL table that collects data from the query.

ERP Information

Property Name on HubSpotDetailsField type on HubSpot

Deal Name

Property provided by HubSpot

Single-line text


Custom Property - To use for associate a Deal Owner with a Workflow

Single-line text

Offer Number

Single-line text

Offer Date

Custom Property

Date picker

Offer Revision Number

Custom Property


Offer file URL


Offer Amount

Offer amount corresponding to the amount of the open deal

Number - Currency

Order Number

Custom Property

Single-line text

Order file URL

Custom Property - File PDF to insert in the Attachments section


Order Amount

Order amount corresponding to the amount of the closed deal

Number - Currency

Customer ERP Code

Custom property created to match HubSpot and ERP records, copy the ID code of the record from the ERP

Single-line text

Deal status

To move the deal to an exact stage via workflow

Dropdown select

Last Sync

For keeping track of the last sync made with the ERP

Date picker

If you decide not to consider orders in your integration, we suggest you determine the deal stage from the offer status.

To optimize the integration, prepare a custom view in SQL with the data you want to integrate on HubSpot. To this view, you can add or remove fields at any time, perform format conversions (casts) and correctly manage the entries of the properties checkboxes, multiple checkboxes, dropdown select, radio select and HubSpot user.

When creating the properties on HubSpot that will be used in ERP Bridge, carefully consider the type of data you are bringing to the CRM. If the options are few, select a choosing options property type, if the options are many and updated frequently, select a single-line text.

For property type choosing options is essential to understand how often the property will be updated, because any unalignment between ERP fields and HubSpot will result in an error. If the property updates on a regular basis the advice is to select single-line text.

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