HubSpot + Genius ERP integration

Genius ERP was built in Quebec for custom manufacturers, the shops that quote a machine before anyone has designed it. Its customers build pressure vessels, bakery equipment, automation cells and industrial machinery: long, engineered jobs paid in milestones. Genius Solutions says it has worked with manufacturers for more than 35 years, and after acquiring CDID, the developer of Prextra ERP, in 2025, it serves nearly 1,000 organizations across North America.

Genius puts a CRM inside the ERP, and since 2024 it has also sold an integration with HubSpot CRM. A deal worked in HubSpot becomes a Genius quote when it reaches the quoting stage, and the quote’s updates flow back to the deal. Where the sales handoff is the whole problem, that settles it, and it is the first thing to look at.

What it does not settle, on the evidence Genius publishes, is the rest of the account. Orders in production, jobs running behind and milestone invoices waiting on payment are what an account manager wants on the company record before a call, and Genius describes its HubSpot integration in terms of quotes. That remainder is what this page scopes: which objects follow the quote into HubSpot, through which door, and how the two integrations share one deal without overwriting each other.

Five objects, and one of them is already spoken for. Genius customers become HubSpot companies. The quote and its deal belong to Genius’s own integration, which creates one from the other and keeps them in step, so the build reads the Genius quote number on the deal and never writes that link. Sales orders, jobs and invoices land on custom objects associated to the company, and to the deal through the quote.

Everything the build carries moves one way. Genius is the record for price, cost and billing, and the write back that matters at the sales stage, the quote, is already the vendor’s.

The build matches on Genius identifiers kept in custom HubSpot properties, never on names. The association from an order back to its deal runs through the quote number, which is why the build reads the link Genius’s integration writes, and why discovery confirms where that number sits on the deal before anything is mapped.

A polling service does the work, calling Genius’s REST API, which Genius sells as an add-on. Its product page lists generic data endpoints for selected entities, JSON exchange and Swagger interactive documentation, and describes the same API feeding a client portal where customers check orders, order status and shipments. The reference itself and the way the API authenticates are not public, so both come from Genius during discovery.

The service reads each object on a schedule, upserts into HubSpot on the Genius key, then runs a separate association pass so orders attach to companies and deals. It keeps a checkpoint per object. Where no modified date is exposed, it compares the full key set and writes only the records whose values changed. Genius also names SQL among its integration methods, so where you host Genius and an object has no endpoint yet, a read-only view fills the gap. Nothing the service does touches the quote link Genius maintains.

The first route is Genius’s own HubSpot integration, which Genius sells directly and presented with its partner Lakhos in a webinar for manufacturers. If the quote handoff is the whole problem, start there and stop.

The second is the build this page recommends: a custom API integration on the REST API add-on, for the orders, jobs and invoices that Genius’s descriptions of its integration do not mention. The third applies only where you host Genius yourself: a managed sync on Skyvia over read-only SQL views, one way, with no service to run. It depends on the database engine being one Skyvia’s agent reaches, and Genius does not name its engine publicly, so that route starts with a question.

1. Scope. We confirm the REST API add-on is licensed, what Genius’s own integration writes to the deal, and which records account managers want beside the deal.
2. Architect. The design names the properties each integration owns, the key for every object and the endpoint each one reads, with a SQL view only where an endpoint is missing.
3. Build. The service is written against the add-on’s Swagger reference, whatever test environment Genius provides, and a HubSpot sandbox.
4. Validate. We backfill a HubSpot sandbox, check that every order and invoice lands on the right company and deal, and walk the orphans with sales operations.
5. Operate. We follow each scheduled run, replay any object on request, and repeat the endpoint tests whenever Genius ships a version.