ERPCRMCatalogue Sync

Dynamics 365 to HubSpot Product Sync With Built In Duplicate Checks

appse ai watches Dynamics 365 Finance and Operations for new products, checks HubSpot by SKU, and creates only the items that are not already there.

Apps used in this template

Dynamics 365 Finance and Operations

HubSpot

About this template

What This Workflow Does

Products are created in the ERP, but reps quote from the CRM. Until someone copies the new item across, sales either cannot quote it or types it in themselves, and the HubSpot product library slowly fills with near-duplicates of the same SKU. This template moves new Dynamics 365 Finance and Operations products into HubSpot on its own, and checks before it writes.

Key benefits

New products reach sales — Items created in Dynamics 365 Finance and Operations appear in HubSpot without a handover.
SKU checked before writing — HubSpot is queried by SKU, so an existing product is never listed twice.
Full ERP detail carried — Name, SKU, and description come from the Dynamics 365 product record.
No CRM data entry — Sales stops creating product records to get a quote out.

Inside the flow

How the template works

appse ai runs this workflow from a newly created Dynamics 365 Finance and Operations product through a HubSpot duplicate check to either a created CRM product or a safely ended run.

Detect new products in Dynamics 365 Finance and Operations

appse ai polls Dynamics 365 Finance and Operations on a schedule and picks up products created since the previous run. Operations does not have to tell anyone a new item exists, because the ERP record itself starts the process.

Search HubSpot for the same SKU

appse ai queries HubSpot for a product matching the new SKU before writing anything. This read is what keeps the CRM product library free of the near-duplicate entries that build up when several people add items by hand.

Stop or continue on the duplicate result

appse ai ends the run when HubSpot already holds the SKU, and continues only when it does not. Re-running the workflow over the same catalogue is therefore safe, which matters when a poll overlaps or a batch is replayed.

Retrieve the full product record

For net-new items, appse ai queries Dynamics 365 Finance and Operations again by product number to pull the complete product profile. The CRM record is built from the full ERP detail rather than from the summary the trigger returned.

Create the product in HubSpot

appse ai creates the item in HubSpot, mapping the product name, SKU, and description from the Dynamics 365 Finance and Operations record. Reps can quote the new product from the CRM they already work in.

Business Benefits

Keep the HubSpot product library in step with the Dynamics 365 Finance and Operations catalogue, without anyone maintaining both.

Get new products to sales sooner

Items become quotable in HubSpot shortly after they are created in the ERP rather than at the next catalogue review.

Keep the CRM catalogue clean

The SKU check runs before every write, so HubSpot never accumulates two records for one product.

Remove product data entry

Nobody retypes names, SKUs, or descriptions into HubSpot to get a quote out.

Quote from ERP detail

Product information in the CRM comes from the Dynamics 365 Finance and Operations master record, not from a rep's shorthand.

Make reruns safe

An already-synced SKU simply ends the run, so replaying a batch cannot corrupt the catalogue.

Scale the catalogue without headcount

An expanding product range does not add reconciliation work between operations and sales.

Cut cross-team chasing

Sales stops asking operations whether an item exists yet and where its details live.

Keep one product master

Dynamics 365 Finance and Operations stays authoritative and HubSpot reflects it, so there is no argument about which catalogue is right.

Get new products to sales sooner

Items become quotable in HubSpot shortly after they are created in the ERP rather than at the next catalogue review.

Keep the CRM catalogue clean

The SKU check runs before every write, so HubSpot never accumulates two records for one product.

Remove product data entry

Nobody retypes names, SKUs, or descriptions into HubSpot to get a quote out.

Quote from ERP detail

Product information in the CRM comes from the Dynamics 365 Finance and Operations master record, not from a rep's shorthand.

Make reruns safe

An already-synced SKU simply ends the run, so replaying a batch cannot corrupt the catalogue.

Scale the catalogue without headcount

An expanding product range does not add reconciliation work between operations and sales.

Cut cross-team chasing

Sales stops asking operations whether an item exists yet and where its details live.

Keep one product master

Dynamics 365 Finance and Operations stays authoritative and HubSpot reflects it, so there is no argument about which catalogue is right.

Keep exploring

More templates for creativity

Every repetitive process between your ERP, CRM, and business apps has a template. Find yours, customize it, and go live today.

Customize the flow

Build Your Own Version of This Workflow

Customize this workflow to match your own Dynamics 365 product fields, HubSpot SKU property, and polling schedule.

Sales invoices created by date range

Retrieves posted sales invoices from Dynamics 365 Finance and Operations filtered by invoice created date range.

New Sales Invoice Created

Triggers when a new sales invoice is posted in Dynamics 365 Finance and Operations. Returns invoice records including invoice number, customer account, sales order reference, invoice amount, currency, tax, and address details.

New contacts created

Triggers when new contact persons are created in Dynamics 365 Finance and Operations. Returns contact records including contact person ID, first name, last name, and primary email address.

New customers created

On new customers created in Finance and Operations. Using V2 of AEC_CustomServices

New packing slip created

Triggers when a new sales packing slip is created in Dynamics 365 Finance and Operations. Returns packing slip records including packing slip ID, sales order reference, delivery date, shipped quantity, and item details.

New Orders created

On new Orders created in Finance and Operations.

New products created

On new products created in Finance and Operations. Using V2 of AEC_CustomServices

Questions & answers

Frequently asked questions

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

How does Dynamics 365 to HubSpot product sync work?

appse ai polls Dynamics 365 Finance and Operations for newly created products, then searches HubSpot for the same SKU. If HubSpot already holds it, the run ends. If not, appse ai retrieves the full product record from Dynamics 365 Finance and Operations by product number and creates the product in HubSpot with its name, SKU, and description.

How does it avoid creating duplicate products in HubSpot?

Is this triggered by an event or a schedule?

Which product fields are carried across?

Does it update products that already exist in HubSpot?

What needs to be in place before this template runs?

Which systems does this template connect?

Why businesses love appse ai

Discover how appse ai has helped businesses automate processes and achieve growth through our users' success stories.

Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.

Hans Engstrom

Operations Manager, Christiana Bikes

appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.

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

CEO and Co-Founder, Nine Line

The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.

Sankar Thiagasamudram

Founder and CEO

Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.

Hans Engstrom

Operations Manager, Christiana Bikes

appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.

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

CEO and Co-Founder, Nine Line

The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.

Sankar Thiagasamudram

Founder and CEO

appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.

Kaywan Pour

Niagara Warenhandels GmbH

appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.

Ramez Tacrity

Technical Sales Specialist, Digitech

I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.

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.

Maher Ataya

Founder, Italparts SRL & Italparts LLC

appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.

Kaywan Pour

Niagara Warenhandels GmbH

appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.

Ramez Tacrity

Technical Sales Specialist, Digitech

I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.

Vainick Oliveri

Golden Toys

Maher Ataya

Founder, Italparts SRL & Italparts LLC

appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.

Jason Mitchell

MD, All Marine Spares

Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.

Dan Gerber

CEO, Designer Boys

appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.

Columb McCluskey

Sales Director, Trimwel

appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.

Richard Grew

Renegade Brewery

Jason Mitchell

MD, All Marine Spares

Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.

Dan Gerber

CEO, Designer Boys

Columb McCluskey

Sales Director, Trimwel

Richard Grew

Renegade Brewery

Deploy this workflow in minutes

Start free — no credit card, no setup calls required. Use this template as-is or customize every step inside the appse ai no-code builder and go live today.

Book a Demo

SOC 2

SAP Certified Partner

ISO/IEC 27001

GDPR

What This Workflow Does

Key benefits

New products reach sales — Items created in Dynamics 365 Finance and Operations appear in HubSpot without a handover.
SKU checked before writing — HubSpot is queried by SKU, so an existing product is never listed twice.
Full ERP detail carried — Name, SKU, and description come from the Dynamics 365 product record.
No CRM data entry — Sales stops creating product records to get a quote out.

Dynamics 365 to HubSpot Product Sync With Built In Duplicate Checks

What This Workflow Does

How the template works