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ERP IntegrationCRMPricing

Business Central to HubSpot Product and Price Sync with Cost Alerts

Create or update HubSpot products when items change in Dynamics 365 Business Central, and alert Sales Ops in Microsoft Teams when cost rises more than 15%

Apps used in this template

Dynamics 365 Business Central
Dynamics 365 Business Central
HubSpot
HubSpot
Microsoft Teams
Microsoft Teams
Dynamics 365 Business Central
HubSpot
Microsoft Teams

About this template

What This Workflow Does

When prices change in Dynamics 365 Business Central, HubSpot quotes often still use old numbers. This template starts when an item is created or updated, checks HubSpot by SKU, updates or creates the product, and sends a Microsoft Teams alert when base cost rises by more than 15%.

Key benefits

  • Create and update — New items are created and changed items are updated in HubSpot.
  • SKU matching — HubSpot products are found by SKU before any change.
  • Cost jump alerts — Sales Ops hears about cost increases above 15%.
  • Accurate quotes — Reps quote from current ERP pricing.

Template details

Steps
5
Apps
3 integrations
Flow
Dynamics 365 Business Central to HubSpot
Mode
Triggered
Category
ERP IntegrationCRMPricing
Version
v1.0

Inside the flow

How the template works

The flow starts when an item is created or updated in Dynamics 365 Business Central and searches HubSpot by SKU to update or create the product. It then compares old and new cost and sends a Teams alert if the increase is above 15%.

01

Detect item changes

The flow starts when an item is created or updated in Dynamics 365 Business Central.

02

Find the HubSpot product

appse ai searches HubSpot products by SKU.

03

Update or create

Existing products are updated with new prices; new items are created in HubSpot.

04

Compare cost

The flow calculates the change between the previous and new base cost.

05

Alert on cost jumps

If cost rose more than 15%, a Microsoft Teams alert goes to Sales Ops.

Business Benefits

Keep HubSpot quotes on current Business Central pricing.

01

Accurate quotes

Reps quote from up-to-date ERP pricing in HubSpot.

02

Margin protection

Cost jumps above 15% reach Sales Ops while deals are still open.

03

No double entry

New Business Central items appear in HubSpot automatically.

04

Faster deals

Reps stop waiting for emailed price sheets.

01

Accurate quotes

Reps quote from up-to-date ERP pricing in HubSpot.

02

Margin protection

Cost jumps above 15% reach Sales Ops while deals are still open.

03

No double entry

New Business Central items appear in HubSpot automatically.

04

Faster deals

Reps stop waiting for emailed price sheets.

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Customize the flow

Build Your Own Version of This Workflow

Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.

01

New item ledger entries created

Trigger when new item ledger entries are created in Business Central.

02

Contacts updated

Trigger when contacts are updated in Business Central.

03

New customers created

Trigger when new customers are created in Business Central.

04

Customers updated

Trigger when customers are updated in Business Central.

05

New salesorders created

Trigger when new salesorders are created in Business Central.

06

New sales invoices created

Trigger when new sales invoices are created in Business Central.

07

Opportunities created

Trigger when opportunities are created in Business Central.

08

New items created

Trigger when new items are created in Business Central.

09

Items updated

Trigger when items are updated in Business Central.

10

New contacts created

Trigger when new contacts are created in Business Central.

11

New sales shipments created

Trigger when new sales shipments are created in Business Central.

Questions & answers

Frequently asked questions

Everything you need to know about this template before you deploy it.

How does business central to hubspot product price sync work?

When an item is created or updated in Dynamics 365 Business Central, appse ai finds the HubSpot product by SKU and updates or creates it.

What triggers a cost alert?

Are new items created in HubSpot?

Are price tiers and units of measure supported?

What needs to be in place before it runs?

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