---
title: 'Applied Epic + HubSpot Sales Hub'
url: 'https://www.staging38.commercient.com/product/applied-epic-hubspot-sales-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 Sales Hub, giving your team access to Applied Epic data directly within HubSpot Sales 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 Sales Hub, giving sales teams access to ERP customer, order, invoice and inventory data from inside HubSpot Sales Hub. When included in scope, the integration can also push HubSpot Sales Hub Deals back to Applied Epic to trigger order fulfilment or invoicing workflows.

## What syncs

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

## Why Commercient

### Invoice and payment visibility

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

### Quote-to-order workflow

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

### Account health monitoring

Sync Applied Epic payment status, open Sales Orders and credit data to HubSpot Sales Hub so account managers can flag at-risk accounts and prioritise renewals based on financial history.

### New customer onboarding

Connect HubSpot Sales Hub new Companies to Applied Epic Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

## About Applied Epic

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

## About HubSpot Sales Hub

HubSpot Sales Hub helps sales teams manage contacts, companies, deals, pipelines and customer communication in one CRM platform.

## Frequently asked questions

### Can Applied Epic Customers sync into HubSpot Sales Hub Companies and Contacts?

Yes, Commercient can sync Applied Epic Customers into HubSpot Sales Hub as Companies and Contacts. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.

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

Commercient can support connecting HubSpot Sales 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 Sales 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 Sales Hub?

Yes, Commercient can surface Applied Epic Invoices and Payments data inside HubSpot Sales 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 Sales Hub?

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