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HomeTemplatesSync ERPNext Items to HubSpot Products by SKU
Product SyncERP to CRMSales Operations

Sync ERPNext Items to HubSpot Products by SKU

Create or update HubSpot products whenever an item is created or updated in ERPNext, matched by SKU so no duplicates are made

Apps used in this template

ERPNext
ERPNext
HubSpot
HubSpot
ERPNext
HubSpot

About this template

What This Workflow Does

Product records drift apart when items are created or changed in ERPNext and then retyped into HubSpot. This template starts whenever an ERPNext item is created or updated, matches it to a HubSpot product by SKU (the ERPNext item code), and updates the match or creates a new product.

Key benefits

  • Starts on the item change — The flow runs whenever an item is created or updated in ERPNext, with no manual export.
  • SKU based matching — The ERPNext item code is used as the HubSpot SKU, so updates land on the right product.
  • No duplicate products — HubSpot is searched before anything is created, and a new product is added only when no match exists.
  • Items without a code are skipped — Only items with an item code continue, so incomplete records never reach HubSpot.

Template details

Steps
6
Apps
2 integrations
Flow
ERPNext → HubSpot
Mode
Triggered
Category
Product SyncERP to CRMSales Operations
Version
v1.0

Inside the flow

How the template works

The flow starts when an item is created or updated in ERPNext and continues only if the item has an item code. appse ai searches HubSpot for a product with that SKU, then updates the existing product or creates a new one.

01

Detect the ERPNext item change

The flow starts whenever an item is created or updated in ERPNext.

02

Validate the item code

The flow checks that the ERPNext item has an item code. Only items with an item code continue.

03

Search HubSpot by SKU

The flow searches HubSpot for a product whose SKU matches the ERPNext item code.

04

Check if the product exists

The search result decides the route. A match goes to the update path and no match goes to the create path.

05

Update the existing HubSpot product

If a match is found, the HubSpot product is updated with the item information from ERPNext.

06

Create a new HubSpot product

If no match is found, a new product is created in HubSpot from the ERPNext item.

Business Benefits

What sales and operations teams gain when ERPNext items and HubSpot products stay aligned.

01

Automated product sync

ERPNext items are synced to HubSpot whenever they are created or updated, which removes repeated manual data entry.

02

Accurate product matching

SKU based matching applies each update to the correct HubSpot product record.

03

Fewer duplicate products

HubSpot is checked for an existing product before a new one is created, which keeps the product catalog clean.

04

Consistent product information

Automated updates keep product records aligned between ERPNext and HubSpot.

05

Faster product onboarding

New ERPNext items get a HubSpot product record automatically, so they are available to the sales team sooner.

01

Automated product sync

ERPNext items are synced to HubSpot whenever they are created or updated, which removes repeated manual data entry.

02

Accurate product matching

SKU based matching applies each update to the correct HubSpot product record.

03

Fewer duplicate products

HubSpot is checked for an existing product before a new one is created, which keeps the product catalog clean.

04

Consistent product information

Automated updates keep product records aligned between ERPNext and HubSpot.

05

Faster product onboarding

New ERPNext items get a HubSpot product record automatically, so they are available to the sales team sooner.

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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 stock entry created

Triggered when a new stock entry (material receipt, issue, transfer or repack) is created in ERPNext. Use this to mirror warehouse transfers, returns-to-stock and adjustments into a connected system.

02

Customer created or updated

Triggered when a customer is created or changed in ERPNext. Use this to keep a CRM account, storefront customer or marketplace account master in step with the ERP billing entity, tax ID and payment terms.

03

Contact created or updated

Triggered when a contact is created or changed in ERPNext. Use this alongside the customer trigger to keep contact people in step across CRM, storefront and ERP.

04

New sales invoice created

Triggered when a new sales invoice is created in ERPNext.

05

Stock level changed

Triggered when the stock position of an item at a warehouse (ERPNext Bin) changes. Returns actual, reserved, ordered, planned and projected quantities plus the current valuation rate, so a sellable quantity can be computed and pushed to a storefront or marketplace.

06

Delivery note submitted

Triggered when a delivery note is submitted (docstatus 1) in ERPNext, i.e. stock has actually moved out. Use this to write tracking and fulfilment status back to the sales channel, or to build an installed base from serialised items.

07

New incoming payment created

Triggered when a new incoming (customer) payment entry is created in ERPNext.

08

Item price created or updated

Triggered when an item price is created or changed in ERPNext. Use this to push price-list and customer-specific pricing changes to a storefront, marketplace or CRM pricebook.

09

Sales order submitted

Triggered when a sales order is submitted (docstatus 1) in ERPNext, i.e. it is confirmed and can now be delivered and billed. Use this to start fulfilment, credit or stock-reservation flows only for confirmed demand.

10

Item created or updated

Triggered when an item is created or changed in ERPNext. Use this to publish new SKUs to a storefront or marketplace listing, or to keep product masters aligned.

11

Sales order completed

Triggered when a sales order in ERPNext reaches the Completed status, i.e. it has been fully delivered and fully billed, marking the end of the sales cycle for that order.

12

New delivery note created

Triggered when a new delivery note is created in ERPNext.

13

New sales order created

Triggered when a new sales order is created in ERPNext.

14

New quotation created

Triggered when a new quotation is created in ERPNext.

15

New stock ledger entry created

Triggered when a new stock ledger entry is posted in ERPNext, i.e. every individual stock movement. Use this for event-driven inventory sync when you need the movement itself rather than the resulting balance. Cancelled entries are excluded.

16

Sales invoice submitted

Triggered when a sales invoice is submitted (docstatus 1) in ERPNext and becomes a real receivable. Use this to raise a payment link or payment request, push AR to CRM, or start collections.

17

Pricing rule created or updated

Triggered when a pricing rule is created or changed in ERPNext. Use this to translate ERPNext discount and promotion logic into storefront price lists, customer-group pricing or coupons.

Questions & answers

Frequently asked questions

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

How does ERPNext to HubSpot product sync work?

When an item is created or updated in ERPNext, appse ai searches HubSpot for a product with the same SKU as the item code. If a match exists the product is updated, and if not a new product is created.

How are ERPNext items matched to HubSpot products?

What happens to ERPNext items without an item code?

Does the sync create duplicate products in HubSpot?

What needs to be in place before it runs?

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Robert Donnelly
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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
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
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
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
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
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
Kaywan Pour
Niagara Warenhandels GmbH
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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.
Maher Ataya
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
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
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
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
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.
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Jason Mitchell
MD, All Marine Spares
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Dan Gerber
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Columb McCluskey
Sales Director, Trimwel
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Richard Grew
Renegade Brewery
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.
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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
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
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
Richard Grew
Renegade Brewery

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