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HomeTemplatesAutomatically Sync HubSpot Companies and Contacts to SAP S/4HANA as Business Partners

Automatically Sync HubSpot Companies and Contacts to SAP S/4HANA as Business Partners

Apps used in this template

SAP S4HANA Cloud Public Edition
SAP S4HANA Cloud Public Edition
HubSpot
HubSpot
SAP S4HANA Cloud Public Edition
HubSpot

About this template

What this workflow does

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. Both organization and person-level data are synced with proper hierarchy mapping, giving your ERP a unified and accurate view of every customer relationship.

Key benefits

  • Automated CRM-to-ERP Synchronization
  • Complete and Structured Customer Records
  • Duplicate-Free ERP Data
  • Accurate Company-to-Contact Relationship Mapping

Template details

Steps
9 automated steps
Apps
2 integrations
Mode
One-way sync
Version
v1.0.0

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Customize the flow

Build your own version of this workflow

Every module in this template is fully customisable. Add triggers, swap actions, or extend the logic using appse ai's no-code visual builder.

01

New products created

Trigger when a new product is created in SAP S/4HANA.

02

Products updated

Trigger when a product is updated in SAP S/4HANA.

03

New salesorder created

Trigger when a salesorder is created in SAP S/4HANA.

Inside the flow

How the template works

appse ai runs this workflow end to end for SAP S4HANA Cloud Public Edition — automatically, every single day. Here is exactly what happens when this template runs.

01

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.

02

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.

03

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.

04

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.

05

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.

06

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.

07

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.

08

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.

09

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.

Business benefits

More than moving data between apps — here is the measurable impact this automation delivers for your team.

01

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.

02

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.

03

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.

04

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.

05

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.

01

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.

02

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.

03

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.

04

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.

05

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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Hans Engstrom
Hans Engstrom
Operations Manager, Christiana Bikes
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Peter Grueterich
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
Robert Donnelly
CEO and Co-Founder, Nine Line
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Golden Toys
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Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
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Ramez Tacrity
Ramez Tacrity
Technical Sales Specialist, Digitech
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Vainick Oliveri
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
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Maher Ataya
Founder, Italparts SRL & Italparts LLC
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Columb McCluskey
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Jason Mitchell
MD, All Marine Spares
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Dan Gerber
Dan Gerber
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Columb McCluskey
Columb McCluskey
Sales Director, Trimwel
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Richard Grew
Richard Grew
Renegade Brewery

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