---
title: 'Applied Epic + HubSpot Marketing Hub'
url: 'https://www.staging38.commercient.com/product/applied-epic-hubspot-marketing-hub/'
date: '2026-06-19T09:57:02-04:00'
modified: '2026-06-29T07:25:50-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to HubSpot Marketing Hub, giving your team access to Applied Epic data directly within HubSpot Marketing Hub. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and HubSpot Marketing Hub, giving sales teams access to ERP customer, order, invoice and inventory data from inside HubSpot Marketing Hub. With ERP account data visible in HubSpot Marketing Hub, sales managers can monitor outstanding invoices, recent orders and payment history alongside pipeline activity.

## What syncs

- Access Applied Epic Items and Inventory from HubSpot Marketing Hub
- Export HubSpot Marketing Hub Deals as Applied Epic Sales Orders
- Sync Applied Epic Sales Orders and Status Updates to HubSpot Marketing Hub
- Update HubSpot Marketing Hub Contacts from Applied Epic Customer Contacts
- View Applied Epic Inventory in HubSpot Marketing Hub
- Sync Applied Epic Payments to HubSpot Marketing Hub Account Records

## Why Commercient

### Product and inventory visibility

Access Applied Epic Items, Inventory and Price Lists from HubSpot Marketing Hub so sales teams can check product availability and provide accurate information to customers.

### Deal-to-order workflow

Connect HubSpot Marketing Hub Deals back to Applied Epic as Sales Orders so approved deals can move into ERP fulfilment workflows when included in the integration scope.

### Invoice and payment visibility

Surface Applied Epic Invoices and Payments inside HubSpot Marketing Hub so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

### Quote-to-order workflow

Connect HubSpot Marketing Hub Quotes to Applied Epic Sales Orders so sales quotes approved in the CRM can create ERP orders and trigger fulfilment without re-entry.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About HubSpot Marketing Hub

HubSpot Marketing Hub is a marketing automation platform for managing email campaigns, landing pages, forms, lead nurturing, contact lists and marketing analytics.

## Frequently asked questions

### Can HubSpot Marketing Hub Deals be connected back to Applied Epic as Sales Orders?

Commercient can support connecting HubSpot Marketing Hub Deals back to Applied Epic as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.

### How often does the Applied Epic and HubSpot Marketing Hub sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.

### Can sales reps see Applied Epic Invoices and Payments inside HubSpot Marketing Hub?

Yes, Commercient can surface Applied Epic Invoices and Payments data inside HubSpot Marketing Hub so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Applied Epic Items and Inventory be accessed from HubSpot Marketing Hub?

Yes, Commercient can sync Applied Epic Items and Inventory to HubSpot Marketing Hub so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.

### Does Commercient support two-way sync between Applied Epic and HubSpot Marketing Hub?

Commercient can support bidirectional sync between Applied Epic and HubSpot Marketing Hub, such as ERP-to-CRM customer data and CRM-to-ERP deal-to-order workflows. Two-way sync capability and object coverage depend on the systems involved and the integration scope.