Detect the won deal
appse ai picks up a HubSpot deal marked Closed Won and reads its contacts, company and line items.
SalesOrder ManagementCRM to ERP
HubSpot to Business Central Sales Order with Shipment SMS
Create a Dynamics 365 Business Central sales order from every Closed Won HubSpot deal, then update the deal and text the buyer tracking details through Twilio when the shipment posts
Apps used in this template
About this template
What This Workflow Does
Sales ops re-keys won HubSpot deals into the ERP, and buyers chase the team for shipping updates. This template turns each Closed Won deal into a Dynamics 365 Business Central sales order, creating any missing item, and when the shipment posts it updates the HubSpot deal and texts the buyer the tracking details through Twilio.
Key benefits
- Orders without re-keying — Deal line items, discounts and dates become a Business Central sales order.
- New items created — Products not yet in the ERP are created so the order does not fail.
- Tracking in the CRM — Shipping status and tracking details are written back to the deal.
- Fewer status calls — Buyers get a Twilio text with tracking as soon as the order ships.
Inside the flow
How the template works
One flow starts when a HubSpot deal is marked Closed Won and creates the Business Central sales order. A second flow starts when Business Central posts a sales shipment, updates the deal and texts tracking to the buyer.
Format the order data
OpenAI normalizes discounts, quantities and delivery dates to the Business Central order format.
Match customer and items
The customer is found in Business Central and each line is checked. Missing items are created.
Create the sales order
A sales order is created in Dynamics 365 Business Central.
Update the deal on shipment
When a sales shipment posts, the matching HubSpot deal gets the shipping status and tracking details.
Text the buyer
Twilio sends the primary contact an SMS with the carrier and tracking link.
Business Benefits
One loop from won deal to shipped order
01
No manual re-keying
Won deals reach Business Central without retyping.
02
Faster order release
Orders are ready for the warehouse as soon as the deal closes.
03
No failed syncs on new products
Missing items are created in Business Central automatically.
04
Fewer where-is-my-order calls
Buyers get tracking by text the moment the order ships.
01
No manual re-keying
Won deals reach Business Central without retyping.
02
Faster order release
Orders are ready for the warehouse as soon as the deal closes.
03
No failed syncs on new products
Missing items are created in Business Central automatically.
04
Fewer where-is-my-order calls
Buyers get tracking by text the moment the order ships.
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Customize the flow
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Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does hubspot to business central sales order work?
When a HubSpot deal is marked Closed Won, appse ai creates a Dynamics 365 Business Central sales order from its line items, creating any missing item first.
What happens when the order ships?
What does OpenAI do in this flow?
Can it handle products not yet in Business Central?
What needs to be in place before it runs?
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
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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.
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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
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 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
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
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