Connect your revenue workflow to the systems that run the business
We help industrial, manufacturing, equipment rental, and distribution companies give sales and operations one shared record in HubSpot.
Where does your team lose context between HubSpot and the systems that run the business?
In most industrial companies, the ERP holds the truth about customers, orders, and inventory. Sales works in the CRM or in spreadsheets beside it. Operations and finance often work somewhere else again.
The gap shows up in familiar ways. A rep quotes a customer without knowing where the account stands on credit. An order waits on a paper form or an email chain before the warehouse sees it. Leadership asks for the pipeline and gets a different number from each team.
None of these is a software problem on its own. They happen when the commercial process and the operational systems were never set up to share data at the moment someone needs it.
What do we connect to HubSpot?
We connect HubSpot to the systems your business already relies on, so reps and operations teams work from the same record.
- ERP systems: Customer, order, rental, and inventory data shows up on the HubSpot records your reps already use.
- Credit-check software: Credit status is part of the deal process, so reps know where an account stands before they quote.
- Construction and project data: Upcoming projects from construction data vendors arrive in HubSpot as leads your team can work.
- Quoting and product catalogs: Quote templates and product libraries match how you price, even with thousands of products and order quantities.
- Order handoffs: Closed deals pass to operations and fulfillment automatically, with the documents and context attached.
As a Celigo Advanced partner and Zapier Gold partner, we choose the integration approach that fits your systems and the team that will maintain it. Where there's no standard connector, we build a custom integration. Learn more about our integrations and data work.
What changes when sales and operations share one record?
- Faster handoffs: Orders move from a closed deal to fulfillment without paper forms or re-keyed data.
- Context at the moment of action: Reps see credit, order history, and project data without leaving HubSpot.
- Visibility from pipeline to operations: Operations sees what's coming before it lands, and sales sees where each order stands.
- Reports leadership trusts: Pipeline, forecast, and fulfillment reports draw on one set of definitions.
How did we help a chemical manufacturer cut order fulfillment from 52 days to 7?
A San Antonio-based chemical manufacturer came to Pyxis Growth Partners with marketing, sales, and customer success working from different data. Sales reporting lived in spreadsheets. Fulfillment ran on color-coded paper forms that were carried to the distribution warehouse by hand.
We brought marketing, sales, and the website into HubSpot and built a deal pipeline around how the company sells. Custom quote templates and a product library of more than 4,500 products and order quantities followed. Today, each closed deal becomes a ticket that hands the order to operations with every document attached.
52 days to 7
Time to fill an order
6x
Tracked sales activity
48%
Decrease in average lead response time
“Now we don’t have to hand-deliver any documents. Everything is in a ticket, and any department personnel can see all the documents attached to it.”
Manager of Operations and Logistics
How do we work with industrial teams?
- Understand the workflow: We map how a deal moves from first contact through credit, order, fulfillment, and invoice, and find where context gets lost.
- Design the connected system: We decide what each team needs to see in HubSpot, which system owns each piece of data, and how it moves.
- Build and connect: We configure HubSpot and build the integrations, then test them with real records before launch.
- Adopt and improve: We train each role on its own workflow and keep refining the system as the business changes.
Why do industrial teams work with Pyxis?
We go deeper in discovery before we scope, so the integration plan fits how your business actually runs. And because the same team designs, builds, and integrates, nothing gets lost between the plan and the launch.
- HubSpot Diamond Solutions Partner: In the HubSpot ecosystem since 2012.
- Celigo Advanced partner and Zapier Gold partner: Integrations are built and maintained as part of the system.
- Integration experience: We've connected HubSpot to ERPs, credit-check software, construction data vendors, and finance and operations systems.
- Built for scale: Implementations of more than 100 seats.
Who is this for?
- Manufacturers, distributors, and equipment rental companies with 50 to 500 employees
- Teams using HubSpot, or choosing it, alongside an ERP or other operational systems
- Sales teams that need credit, order, inventory, or project data to move a deal forward
- Operations and finance leaders who still re-key orders or chase paper handoffs
- Leaders who get different pipeline numbers from sales and operations
Where do your reps lose context with your existing processes?
A Connected Revenue Systems Assessment looks at how HubSpot and your operational systems share data currently. You'll get a findings document, an architecture sketch, and a prioritized list of what to fix first.
