Agent skill
dlake-crmpro-hubspot
When an agent should use it: Capability summary of the Commercient CRMPro integration for your ERP and HubSpot. Not an operating guide.
Extends dlake-crmpro.
89 source-ERP pages: what the shipped templates set up for each
- acumatica
- acumatica-cloud
- applied-epic
- aptean-intuitive
- aptean-made2manage
- aptean-ross
- aptean-workwise
- datacor-chempax
- delmiaworks
- deltek-ajera
- deltek-vantagepoint
- deltek-vision
- dynamics-business-central
- ebms
- eci-m1
- efacs-8
- epicor-10
- epicor-11-kinetic
- epicor-bistrack
- epicor-cloud
- epicor-kinetic-cloud
- epicor-kinetic-epicorkinect
- epicor-kinetic-epicorkinetic
- epicor-prophet-21-p21
- exact-max
- exact-online
- globalshop
- hubspot
- ifs
- infor-cloudsuite
- infor-csd
- infor-facts
- infor-m3
- infor-sxe
- infor-syteline-v10
- infor-syteline-v9
- infor-visual
- infor-visual-9
- infor-xa
- infor10-distribution-business
- iqms
- jd-edwards
- jobboss
- macola-10
- macola-es
- macola-progression
- made2manage
- microsoft-business-central
- microsoft-dynamics-ax
- microsoft-dynamics-gp-2016
- microsoft-dynamics-gp-2017
- microsoft-dynamics-nav
- myob-accountright
- netsuite
- plex
- process-pro
- produce-pro
- quickbooks-desktop
- quickbooks-desktop-quickbooks
- quickbooks-online
- sage-100-2013-v5
- sage-100-2014
- sage-100-2015
- sage-100-2016
- sage-100-2017
- sage-100-contractor-2018
- sage-100-contractor-2019
- sage-100-germany
- sage-100-us
- sage-100-us-sage100us
- sage-200-uk
- sage-200-us
- sage-300
- sage-300-cre
- sage-50-cloud
- sage-50-uk
- sage-50-us
- sage-500
- sage-intacct
- sage-x3
- sap-b1
- sap-b1-cloud
- sap-business-bydesign
- southware
- steelviking
- syspro-6
- syspro-7-and-above
- traverse-process-pro-global
- vai-s2k
Install with "dlake skills install" or read it in the terminal with "dlake skills show dlake-crmpro-hubspot". Skills ship inside the CLI; the copy below mirrors the GitHub repository.
This is a capability summary, not an operating guide. To receive the operational skill you must be a
registered, whitelisted Commercient customer. Whitelisted customers fetch it with dlake admin get_skill dlake-crmpro-hubspot
(or list_skills) against the Commercient admin plane. Existing customers who need access or help: contact
support@commercient.com. New customers: contact sales@commercient.com to become a customer and be whitelisted.
CRMPro for your ERP and HubSpot
Your sales team works in HubSpot. Your finance and operations teams work in your ERP. CRMPro keeps the two in step, so the people talking to customers see the same customers, contacts, products, orders and invoices that the back office is working from, without exports, spreadsheets or rekeying.
What it does for the business
- Sales sees the whole customer. Account history, open orders, invoices and what was bought, in HubSpot, where the conversation happens.
- One version of the truth. Customer and product records come from the system that owns them, so the two teams stop arguing about which spreadsheet is right.
- Current, not end of month. After the first load, changes keep flowing, so HubSpot reflects today’s ERP, not the last export.
What you get with the Commercient Data Lake
- A governed copy of your ERP business data, held for you, with access controlled per user and per application.
- Ready for more than CRM: reporting tools, AI assistants and your own applications read the same data.
- Standard ways in: the web app, the
dlakecommand line, and AI agents connected through MCP. - Operated by Commercient: monitoring, updates and support are part of the service.
Who it is for
Companies running an ERP who sell through HubSpot and want sales, service and finance working from the same customer, product and order information. Typical users: sales operations, finance, customer service and IT teams responsible for the ERP.
Platforms
Your ERP, in the cloud and on-premises editions Commercient supports; HubSpot. The operational skill has a page for each of these source systems; whitelisted customers fetch one with the address shown:
- Acumatica:
get_skill dlake-crmpro-hubspot/erps/acumatica - Applied Epic:
get_skill dlake-crmpro-hubspot/erps/applied-epic - Aptean Intuitive:
get_skill dlake-crmpro-hubspot/erps/aptean-intuitive - Aptean Made2Manage:
get_skill dlake-crmpro-hubspot/erps/aptean-made2manage - Aptean Ross:
get_skill dlake-crmpro-hubspot/erps/aptean-ross - Aptean WorkWise:
get_skill dlake-crmpro-hubspot/erps/aptean-workwise - Datacor Chempax:
get_skill dlake-crmpro-hubspot/erps/datacor-chempax - DELMIAworks:
get_skill dlake-crmpro-hubspot/erps/delmiaworks - Deltek Ajera:
get_skill dlake-crmpro-hubspot/erps/deltek-ajera - Deltek Vantagepoint:
get_skill dlake-crmpro-hubspot/erps/deltek-vantagepoint - Deltek Vision:
get_skill dlake-crmpro-hubspot/erps/deltek-vision - EBMS:
get_skill dlake-crmpro-hubspot/erps/ebms - ECI M1:
get_skill dlake-crmpro-hubspot/erps/eci-m1 - EFACS:
get_skill dlake-crmpro-hubspot/erps/efacs-8 - Epicor BisTrack:
get_skill dlake-crmpro-hubspot/erps/epicor-bistrack - Epicor Kinetic (Epicor ERP):
get_skill dlake-crmpro-hubspot/erps/epicor-10 - Epicor Prophet 21:
get_skill dlake-crmpro-hubspot/erps/epicor-prophet-21-p21 - Exact MAX:
get_skill dlake-crmpro-hubspot/erps/exact-max - Exact Online:
get_skill dlake-crmpro-hubspot/erps/exact-online - Global Shop Solutions:
get_skill dlake-crmpro-hubspot/erps/globalshop - IFS:
get_skill dlake-crmpro-hubspot/erps/ifs - Infor CloudSuite:
get_skill dlake-crmpro-hubspot/erps/infor-cloudsuite - Infor CSD:
get_skill dlake-crmpro-hubspot/erps/infor-csd - Infor Distribution Business:
get_skill dlake-crmpro-hubspot/erps/infor10-distribution-business - Infor FACTS:
get_skill dlake-crmpro-hubspot/erps/infor-facts - Infor M3:
get_skill dlake-crmpro-hubspot/erps/infor-m3 - Infor SXe:
get_skill dlake-crmpro-hubspot/erps/infor-sxe - Infor SyteLine:
get_skill dlake-crmpro-hubspot/erps/infor-syteline-v10 - Infor VISUAL:
get_skill dlake-crmpro-hubspot/erps/infor-visual - Infor XA:
get_skill dlake-crmpro-hubspot/erps/infor-xa - IQMS:
get_skill dlake-crmpro-hubspot/erps/iqms - JD Edwards:
get_skill dlake-crmpro-hubspot/erps/jd-edwards - JobBOSS:
get_skill dlake-crmpro-hubspot/erps/jobboss - Macola:
get_skill dlake-crmpro-hubspot/erps/macola-10 - Microsoft Dynamics AX:
get_skill dlake-crmpro-hubspot/erps/microsoft-dynamics-ax - Microsoft Dynamics Business Central:
get_skill dlake-crmpro-hubspot/erps/dynamics-business-central - Microsoft Dynamics GP:
get_skill dlake-crmpro-hubspot/erps/microsoft-dynamics-gp-2016 - Microsoft Dynamics NAV:
get_skill dlake-crmpro-hubspot/erps/microsoft-dynamics-nav - MYOB AccountRight:
get_skill dlake-crmpro-hubspot/erps/myob-accountright - NetSuite:
get_skill dlake-crmpro-hubspot/erps/netsuite - Plex:
get_skill dlake-crmpro-hubspot/erps/plex - Process Pro:
get_skill dlake-crmpro-hubspot/erps/process-pro - Produce Pro:
get_skill dlake-crmpro-hubspot/erps/produce-pro - QuickBooks Desktop:
get_skill dlake-crmpro-hubspot/erps/quickbooks-desktop - QuickBooks Online:
get_skill dlake-crmpro-hubspot/erps/quickbooks-online - Sage 100:
get_skill dlake-crmpro-hubspot/erps/sage-100-2013-v5 - Sage 100 Contractor:
get_skill dlake-crmpro-hubspot/erps/sage-100-contractor-2018 - Sage 100 Germany:
get_skill dlake-crmpro-hubspot/erps/sage-100-germany - Sage 200 UK:
get_skill dlake-crmpro-hubspot/erps/sage-200-uk - Sage 200 US:
get_skill dlake-crmpro-hubspot/erps/sage-200-us - Sage 300:
get_skill dlake-crmpro-hubspot/erps/sage-300 - Sage 300 CRE:
get_skill dlake-crmpro-hubspot/erps/sage-300-cre - Sage 50 UK:
get_skill dlake-crmpro-hubspot/erps/sage-50-uk - Sage 50 US:
get_skill dlake-crmpro-hubspot/erps/sage-50-us - Sage 500:
get_skill dlake-crmpro-hubspot/erps/sage-500 - Sage 50cloud:
get_skill dlake-crmpro-hubspot/erps/sage-50-cloud - Sage Intacct:
get_skill dlake-crmpro-hubspot/erps/sage-intacct - Sage X3:
get_skill dlake-crmpro-hubspot/erps/sage-x3 - SAP Business ByDesign:
get_skill dlake-crmpro-hubspot/erps/sap-business-bydesign - SAP Business One:
get_skill dlake-crmpro-hubspot/erps/sap-b1 - Southware:
get_skill dlake-crmpro-hubspot/erps/southware - Steel Viking:
get_skill dlake-crmpro-hubspot/erps/steelviking - SYSPRO:
get_skill dlake-crmpro-hubspot/erps/syspro-6 - Traverse:
get_skill dlake-crmpro-hubspot/erps/traverse-process-pro-global - VAI S2K:
get_skill dlake-crmpro-hubspot/erps/vai-s2k
How to get started
- Already a customer: the operational skill tells you how to connect, choose what to sync and run it.
Fetch it with
dlake admin get_skill dlake-crmpro-hubspot, or ask support@commercient.com. - New to Commercient: contact sales@commercient.com. Becoming a customer includes registration and whitelisting, after which the operational skills and tools are available to you.
