CRM integration
From HubSpot deal to the factory floor.
Your sales team lives in HubSpot. Your production team lives in SmartShopFloor. Connecting them means reps stop asking the factory for updates, and production stops hearing about big orders at the last minute.
Sales-led manufacturers who want HubSpot deals connected to quoting and production.
Is it a fit?
For sales teams tired of being the last to know
- Reps re-key customer details from HubSpot into other systems.
- Deal stages in HubSpot drift away from what is really happening.
- Customers ask sales for job updates that sales cannot see.
Stays in HubSpot
- Customer relationships and contacts
- Deal pipeline and forecasting
- Sales activity and marketing
SmartShopFloor adds
- Quoting and production handover
- Scheduling and execution
- Job progress for sales and customers
How it works
The HubSpot workflow, step by step
- Step 1
Bring customers across
Customer records come into SmartShopFloor from HubSpot, so nobody types them twice.
- Step 2
Keep deals in sync
Deals stay aligned between HubSpot and SmartShopFloor as quotes progress.
- Step 3
Open SmartShopFloor in HubSpot
Reps reach SmartShopFloor from within HubSpot, without hunting for another login screen.
- Step 4
Work with your ERP too
HubSpot can sit alongside an accounting or ERP connection for the full sales-to-production loop.
Scope for HubSpot. HubSpot portals are configured differently by every business. Which customer records and deal information are included is agreed with your team before anything is connected.
Why manufacturers connect HubSpot
One customer list
Stop maintaining customer details in two places.
Honest pipeline
Deals reflect quoting progress, not guesswork.
Sales sees production
Fewer calls to the factory for job updates.
Implementation & support
Nothing goes live until you approve it.
Connecting HubSpot is a managed project, not a switch. We agree the scope, including any additional ERP customisation needed for your sales-to-production handover, then prove it with your own jobs before switching over.
Managed service. Ongoing support covers SmartShopFloor and its agreed integration. Your ERP or CRM vendor continues to support their own product unless agreed otherwise. Service terms are set out in your agreement.
- 01
Scope
Agree the workflow, the records in scope and any ERP customisation.
- 02
Configure
Set up SmartShopFloor and the connection within that agreed scope.
- 03
UAT prepared
Build test scenarios from your own real jobs.
- 04
Tested
Run the full quote-to-dispatch loop end to end.
- 05
Verified
Check results together and resolve anything outstanding.
- 06
Customer approved
Your authorised people sign off readiness.
- 07
Go-live
Switch over only after approval.
- 08
Managed support
Ongoing support for SmartShopFloor and the agreed integration.
FAQs
HubSpot integration questions
Do we still need an accounting or ERP system?
Yes. HubSpot covers your sales relationships. Invoicing and accounting stay in your accounting or ERP system, which can be connected separately.
What comes across from HubSpot?
Customer records are brought into SmartShopFloor and deals are kept in sync. The exact scope is agreed for your HubSpot setup.
Can reps use SmartShopFloor without leaving HubSpot?
SmartShopFloor can be accessed from within HubSpot, so reps can move between deal and job context quickly.
Do you support other CRMs?
This page covers HubSpot. If you use a different CRM, talk to us about your requirements.
Will this change how our marketing uses HubSpot?
No. The connection is focused on customers and deals. Your marketing setup stays as it is.
Let's talk about your HubSpot setup.
Bring your current workflow and your questions. We will show you how SmartShopFloor fits and what a scoped rollout looks like.