Checklist, PDF

Get the HubSpot to ERP Checklist

Build, buy or native? Six questions to put to every approach before you connect HubSpot to your ERP.

Every company that connects HubSpot to an ERP picks one of three approaches: build it yourself, buy a platform such as Rapidi, or use HubSpot's own native apps. Each one looks right on paper. The difference shows up later, in the records that will not sync, the API change nobody planned for, or the cost nobody counted.

This checklist comes from our webinar Build, Buy or Native? Connecting HubSpot to Your ERP the Right Way on 28 October 2026. Put the same six questions to every approach you look at, including us.

What is inside

• Six questions on architecture, scope, templates and scale, running it, cost and ease of use, each with a short checklist and space for your answer
• When each approach fits best: build it yourself, Rapidi, or HubSpot's native apps
• The twelve criteria from the webinar side by side, with a column for your own situation
• A decision page: the approach you choose, why, and who owns the integration

Who it is for: teams deciding how to connect HubSpot to Microsoft Dynamics 365 Business Central or another ERP, and anyone who has to sign off on that choice.