Detect new companies
Every 3 minutes, appse ai checks HubSpot for newly created company records.
CustomersCRMERP
HubSpot Companies and Contacts Created as Customers and Contacts in Dynamics 365 F&O
appse ai detects new HubSpot companies every 3 minutes, creates the customer in Dynamics 365 F&O if it is missing, then adds their contacts linked to that customer
Apps used in this template
About this template
What This Workflow Does
New HubSpot companies and their contacts have to be re-entered in Dynamics 365 F&O before finance can use them. This template checks HubSpot every 3 minutes for new companies, creates each missing customer, then adds the company's contacts linked to that customer.
Key benefits
- Checked every 3 minutes — New HubSpot companies are detected on a 3-minute cycle.
- Customer duplicate check — Dynamics 365 F&O is searched by HubSpot identifier before a customer is created.
- Contacts included — Contacts associated with the company are pulled from HubSpot with name and email.
- Contacts linked to the customer — Each new contact is created under its parent customer account.
Inside the flow
How the template works
appse ai detects new HubSpot companies, creates the customer in Dynamics 365 F&O if it does not exist, then fetches the company's contacts and creates any missing ones under that customer.
Check for an existing customer
appse ai searches Dynamics 365 F&O for a customer account with the same HubSpot identifier.
Create the customer
If no account is found, appse ai creates a new customer in Dynamics 365 F&O from the HubSpot company details.
Get the company's contacts
In parallel, appse ai fetches the contacts associated with the new company from HubSpot, including name and email.
Check for existing contacts
appse ai searches Dynamics 365 F&O to see whether each contact is already there.
Create linked contacts
For each missing contact, appse ai retrieves the customer account and creates the contact in Dynamics 365 F&O under that account.
Business Benefits
Move new HubSpot companies and contacts into Dynamics 365 F&O without re-keying.
01
No manual customer setup
New HubSpot companies become Dynamics 365 F&O customers automatically.
02
No duplicate records
Both the customer and each contact are checked in the ERP before creation.
03
Contacts come along
Associated HubSpot contacts are migrated with the company, not left behind.
04
Faster availability
A 3-minute cycle makes new companies available in the ERP within minutes.
05
Linked records
Contacts are created under their parent customer, so the relationship is kept in both systems.
01
No manual customer setup
New HubSpot companies become Dynamics 365 F&O customers automatically.
02
No duplicate records
Both the customer and each contact are checked in the ERP before creation.
03
Contacts come along
Associated HubSpot contacts are migrated with the company, not left behind.
04
Faster availability
A 3-minute cycle makes new companies available in the ERP within minutes.
05
Linked records
Contacts are created under their parent customer, so the relationship is kept in both systems.
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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 Dynamics 365 F&O customer sync work?
appse ai checks HubSpot every 3 minutes for new companies. It creates the customer in Dynamics 365 F&O if none exists, then fetches the company's contacts and creates any that are missing, linked to that customer.
Are contacts synced too?
How are duplicates prevented?
Does it update existing customers?
What needs to be in place before it runs?
Why businesses love appse ai
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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
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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