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Trigger on new deals in HubSpot
The workflow starts when new deals are created in HubSpot, using a scheduled trigger to check for new records every 3 minutes.
Get associated company ID from the deal
Retrieve the associated company ID linked to the HubSpot deal using deal associations.
Get company details from HubSpot
Fetch the full company details from HubSpot using the associated company ID, including the company name.
Create business partner in SAP B1
Create a new business partner in SAP Business One using the HubSpot company details including CardCode, CardName, and web customer ID.
Get associated contact ID from the company
Retrieve the associated contact ID linked to the HubSpot company using company associations.
Get contact details from HubSpot
Fetch the full contact details from HubSpot using the associated contact ID, including first name, last name, and email.
Update business partner with contact person in SAP B1
Update the business partner in SAP Business One by adding the contact employee details including name, first name, last name, and email from HubSpot.
BUSINESS BENEFITS
Streamline Your Order Process with Automation
1
Automated company and contact sync
Automatically sync HubSpot companies and their associated contacts to SAP Business One as business partners with contact persons.
2
Deal-driven data flow
New deals in HubSpot automatically trigger the creation of business partners in SAP B1, ensuring ERP data stays aligned with sales activity.
3
Complete relationship mapping
Both company and contact data are synced from HubSpot to SAP B1, maintaining the full business relationship context in the ERP system.
4
Reduced manual data entry
Eliminate the need to manually create business partners and contact persons in SAP B1 when deals are created in HubSpot.
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Onboarding with appse ai is quick and easy. 50% of our users complete setup in under 15 minutes, thanks to self-guided processes, interactive guides, and a seamless flow. Get started fast, no technical support required.
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Troubleshooting &FAQs
The workflow is triggered by new deals created in HubSpot, checked every 3 minutes via a scheduled trigger.
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