Automatically Sync HubSpot Companies and Contacts to SAP S/4HANA as Business Partners
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Explore how the templates work
New Company Detection
appse ai monitors HubSpot continuously and detects newly created company records in real time, triggering the sync process immediately without any manual action.
Associated Contact Retrieval
All contacts linked to the newly detected company are fetched from HubSpot, ensuring both the organization and its individual contact records are captured for complete ERP synchronization.
Contact Detail Extraction
Detailed information for each contact — including name and email — is retrieved to ensure accurate and complete data is available before any record is created in SAP.
Account Existence Check in SAP S/4HANA
The system queries SAP S/4HANA using an external reference ID to determine whether the company already exists, preventing duplicate Business Partner records from being created.
Organization Business Partner Creation or Skip
If the company does not already exist in SAP, a new organization-type Business Partner is created with mapped address and contact details. If it already exists, the step is skipped automatically.
Individual Contact Processing
Each associated contact is processed individually through the same validation logic, ensuring accurate handling regardless of how many contacts are linked to the company.
Contact Existence Check
The workflow verifies whether each contact already exists in SAP S/4HANA before taking any action, protecting against duplicate person-type Business Partner records.
Person Business Partner Creation or Skip
If the contact does not exist in SAP, a new person-type Business Partner is created. If a match is found, the step is skipped to maintain data cleanliness.
Company-Contact Relationship Linking
Each contact Business Partner is linked to its respective company in SAP S/4HANA, establishing a complete and structured business partner relationship in the ERP.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| New customers created | Trigger when a new customer is created in SAP S/4HANA. |
| Products updated | Trigger when a product is updated in SAP S/4HANA. |
| New products created | Trigger when a new product is created in SAP S/4HANA. |
| New salesorder created | Trigger when a salesorder is created in SAP S/4HANA. |
Streamline Your Order Process with Automation
Automated CRM-to-ERP Synchronization
HubSpot companies and their associated contacts are automatically created as Business Partners in SAP S/4HANA — eliminating manual data entry and keeping both systems in alignment.
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Complete and Structured Customer Records
Both organization and person-level data are synced with proper hierarchy mapping, giving your ERP a unified and accurate view of every customer relationship.
Duplicate-Free ERP Data
Built-in validation checks prevent duplicate creation of company and contact records across both levels, keeping your SAP master data clean and reliable from the start.
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Accurate Company-to-Contact Relationship Mapping
Contacts are automatically linked to their parent companies in SAP, maintaining the hierarchical structure your finance and operations teams depend on for reporting and processing.
Faster Sales-to-Operations Readiness
New HubSpot accounts are immediately available in SAP S/4HANA for order processing, invoicing, and fulfillment — with no manual intervention or waiting period required.
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1
Automated CRM-to-ERP Synchronization
HubSpot companies and their associated contacts are automatically created as Business Partners in SAP S/4HANA — eliminating manual data entry and keeping both systems in alignment.
2
Complete and Structured Customer Records
Both organization and person-level data are synced with proper hierarchy mapping, giving your ERP a unified and accurate view of every customer relationship.
3
Duplicate-Free ERP Data
Built-in validation checks prevent duplicate creation of company and contact records across both levels, keeping your SAP master data clean and reliable from the start.
4
Accurate Company-to-Contact Relationship Mapping
Contacts are automatically linked to their parent companies in SAP, maintaining the hierarchical structure your finance and operations teams depend on for reporting and processing.
5
Faster Sales-to-Operations Readiness
New HubSpot accounts are immediately available in SAP S/4HANA for order processing, invoicing, and fulfillment — with no manual intervention or waiting period required.
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