Give your AI agent the full picture, not just the CRM.
We connect a second business system (ERP, MIS, ops or accounting) to your Claude and HubSpot agent, so your team can ask commercial questions that span both and get straight answers. Built for B2B teams across the US, Canada, UK and Europe.
Your CRM tells one story. Your production, order or accounting system tells another.
Nobody can see both at once without exporting spreadsheets and stitching them by hand. So the questions that actually matter go unanswered. Which new-business accounts turned into real orders? Which customers quoted but never bought? How does the pipeline in HubSpot compare with what production or finance actually shipped? Your Claude and HubSpot agent is sharp on the CRM, but it stops at the edge of HubSpot. The commercial truth lives across two systems, and right now they do not talk.
One place to ask questions. Answers that draw on all the data.
We connect the second system to your existing Claude and HubSpot agent so it can reason across both. You keep one front door, and the agent now sees the whole business.
A cross-system data map
A HubSpot to second-system map: what matches what, and how records line up across both.
Agreed interpretation logic
The agent reads both systems the way your team does, using definitions you sign off.
A working, tested integration
API, connector or middleware, whichever the second system requires, built and proven against live data.
Updated agent skills
CRM structure and definitions skills extended so the agent knows the new system's terminology.
Tested cross-system prompts
Ready to use from day one, checked against your real data, not a demo dataset.
Training and handover
User guidance, a walkthrough and full handover so the team owns it.
Questions your team can then ask
Map it. Connect it. Prove it.
Discovery
We map the second system, the data in it, and the exact cross-system questions you need answered.
Data mapping
We agree how records match across HubSpot and the second system, and the logic for interpreting them.
Integration
We build and connect it, using an API, connector or middleware as the system requires.
Update the agent
We extend the agent's context and skills with the new system's language and definitions.
Test and train
We test the cross-system prompts against live data, then train your team and hand over.
B&B Press: one view across CRM and production.
For B&B Press we connected their Tharstern print MIS to the Claude and HubSpot agent. That closed the gap between CRM activity and production and order data, so the team could finally see the commercial story across both systems in one place.
Read the B&B Press story13+ years in the HubSpot ecosystem. A Claude partner and HubSpot Solutions Partner. Senior, start to finish: you work with Rikki and Emma directly, backed by a small specialist bench when the build needs it.
Priced after a short discovery, because the effort depends on the second system.
A standard connect of a second system to an existing agent.
A typical ERP, MIS, ops or accounting integration.
Combined with the HubSpot + Claude Super Agent as the foundation.
Complex middleware, API development or custom engineering beyond the agreed scope is quoted separately after discovery. Prices are fixed and quoted in your currency once the scope is agreed.
Is this right for you?
This is a good fit if
- Your CRM tells one story and your ERP, MIS, ops or accounting system tells another.
- You already have a Claude and HubSpot agent that stops at the edge of HubSpot.
- You need to answer commercial questions that span two systems.
- You want to know which accounts converted into real orders, not just pipeline.
- You are tired of exporting spreadsheets and stitching them together by hand.
This is not right if
- You do not yet have a Claude and HubSpot agent: start with the Super Agent first.
- Everything you need already lives inside HubSpot alone.
- The second system has no API, connector or access model we can work with.
- You want us to move or take custody of your data rather than read it in place.
The integration is built on your own infrastructure with agreed, scoped access, connecting through an API, connector or middleware as the second system requires. We test the cross-system prompts against your live data with you, not a demo dataset, then hand over full control. We do not take custody of your data.
Questions we get asked.
Anything else, ask us directly. You will speak to a founder, not a form.
Speak to usWhat is an AI system integration?
It connects a second business system to your Claude and HubSpot agent so the agent can answer questions that span both, for example matching CRM pipeline against real order or production data.
Do I need the Super Agent first?
Yes. This extends an existing Claude and HubSpot agent. If you do not have one yet, we start with the HubSpot + Claude Super Agent, then add the integration.
Which systems can you connect?
ERP, MIS, operations and accounting systems are the common ones. We confirm feasibility in discovery. A standard connect is the £5k to £10k reference; heavy custom engineering is scoped and quoted separately.
Is my data safe?
The integration is built on your own infrastructure with agreed, scoped access. We test against live data with you and hand over full control.
How long does it take?
It depends on the second system and its access model. We give you a fixed scope and timeline after discovery, not before.
What access do you need to the second system?
Agreed, scoped access via an API, connector or middleware, whichever the second system supports. We confirm the access model in discovery and build on your own infrastructure. If the system has no workable access route, we will tell you up front.
What is delivered?
A cross-system data map, agreed interpretation logic, a working and tested integration, updated agent skills for the new system's terminology, tested cross-system prompts ready from day one, and training plus a full handover so your team owns it.
Who owns it after handover?
You do. The integration is built on your own infrastructure, and we hand over full control with training. It becomes part of your agent, not something you depend on us to keep running.
Connect it with the rest of the system
All AI-leverage →Let your AI agent see the whole business, not just the CRM.
Connect a second system to your Claude and HubSpot agent, and ask commercial questions that finally get straight answers.