Highlights
- Open Sanka from HubSpot: Add the Sanka ERP card to Deal, Company, and Contact views and jump into the right workspace with one click.
- No retyping: Sync Deal data into Sanka Orders/Subscriptions/Invoices so status and amounts stay consistent.
- Back office in one place: Run approvals, purchasing, inventory, billing, and payments in Sanka while sharing status back to HubSpot.
- Shared visibility: Dashboards and tasks keep sales, finance, and operations aligned on the same milestones.
When to use it
- Hybrid SaaS + services deals that need both subscription and project tracking.
- Post-quote flows where purchasing, inventory allocation, and invoicing must start immediately.
- Collections and profitability reviews that sales should see inside HubSpot.
How it appears in HubSpot
- Add the Sanka ERP card to Deals/Companies/Contacts and pick the workspace to launch.
- Use the action menu to open Sanka in the same record context for quotes, invoices, or inventory.
- Map Deal stages to Sanka order statuses to keep pipeline and fulfillment in sync.
Benefits
- Less tab-switching and fewer data mismatches between CRM and ERP.
- Faster handoffs after a deal is won—approvals, POs, inventory, billing, and reconciliation stay in one flow.
- Clear onboarding for new members with shared processes and permissions.