Find Closed Won deals
Every 3 minutes, the flow reads updated HubSpot deals and keeps those marked Closed Won.
About this template
What This Workflow Does
Won deals in HubSpot are rekeyed into Dynamics 365 Finance and Operations, which delays fulfillment and creates errors. Every 3 minutes, this template picks up deals moved to Closed Won, checks for an existing sales order, finds the ERP customer from the deal's company, and creates the order header and lines with SKU, quantity and price.
Key benefits
- Polls every 3 minutes — Updated HubSpot deals are checked every 3 minutes and filtered to Closed Won.
- Duplicate check — Dynamics 365 Finance and Operations is searched by sales order number first.
- Right customer — The deal's company is used to find the ERP customer account.
- Full order lines — Each deal line item becomes a sales order line with SKU, quantity and price.
Inside the flow
How the template works
Every 3 minutes, appse ai checks HubSpot for deals updated to Closed Won and confirms no matching sales order exists. It then creates the Dynamics 365 Finance and Operations order header for the matched customer and adds each line item.
Check for an existing order
Dynamics 365 Finance and Operations is searched by sales order number to avoid duplicates.
Get the deal's company and customer
The deal's associated company and contact are read from HubSpot and the ERP customer account is found.
Create the order header
A sales order header is created with the customer reference and warehouse.
Create the order lines
Each HubSpot line item is added as a sales order line with SKU, quantity and price.
Business Benefits
Move won HubSpot deals into Dynamics 365 Finance and Operations without rekeying.
01
No Manual Order Entry
Closed Won deals become ERP sales orders without transcription.
02
No Duplicate Orders
The sales order number check stops an order being created twice.
03
Accurate Order Lines
SKU, quantity and price carry over from each deal line item.
04
Faster Fulfillment
Orders reach the ERP within minutes of a deal being won.
05
Correct Customer Account
The deal's company is used to assign the order to the right ERP customer.
01
No Manual Order Entry
Closed Won deals become ERP sales orders without transcription.
02
No Duplicate Orders
The sales order number check stops an order being created twice.
03
Accurate Order Lines
SKU, quantity and price carry over from each deal line item.
04
Faster Fulfillment
Orders reach the ERP within minutes of a deal being won.
05
Correct Customer Account
The deal's company is used to assign the order to the right ERP customer.
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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.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does HubSpot to Dynamics 365 sales order sync work?
Every 3 minutes, appse ai finds HubSpot deals updated to Closed Won, checks Dynamics 365 Finance and Operations for an existing order, then creates the sales order header and lines.
How often does the template check HubSpot?
How are duplicate orders prevented?
Does it create quotes as well as orders?
What needs to be in place before it runs?
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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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