New products created
Trigger when new products are created in HubSpot.
About this template
What this workflow does
Automatically convert new HubSpot quotes into SAP S/4HANA sales quotations, including company matching, line item mapping, and product detail sync.
Key benefits
- Automated quote-to-quotation conversion
- Accurate line item mapping
- Faster sales cycle
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Inside the flow
How the template works
appse ai runs this workflow end to end for HubSpot — automatically, every single day. Here is exactly what happens when this template runs.
Trigger: New quotes created in HubSpot
Detects when a new quote is created in HubSpot.
Get Company object ID from HubSpot
Retrieves the associated company object ID linked to the new quote.
Get Company Details from HubSpot
Fetches the full company details using the retrieved company object ID.
Get Line Items Object ID from HubSpot
Retrieves the associated line item object IDs linked to the quote.
Get Line Items from HubSpot
Fetches the full line item details including quantity and amount for each line item.
Get Product Details from HubSpot
Fetches the product details such as name, description, and price for each line item's associated product.
Code: Merge product and line item data
Runs a code step to merge product details with line item data, combining pricing, quantity, and product information.
Aggregator: Collect all line items
Aggregates all merged product and line item records into a single consolidated payload.
Get Business Partner from SAP S/4HANA
Queries SAP S/4HANA to find the matching business partner using the HubSpot company ID.
Create a sales quotation in SAP S/4HANA
Creates a new sales quotation in SAP S/4HANA with the sold-to party, partner functions, and line items sourced from HubSpot.
Business benefits
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
Automated quote-to-quotation conversion
Automatically converts HubSpot quotes into SAP S/4HANA sales quotations, eliminating manual re-entry and reducing processing time.
02
Accurate line item mapping
Ensures all products, quantities, and pricing from HubSpot quotes are accurately reflected in the SAP S/4HANA sales quotation.
03
Faster sales cycle
Speeds up the sales process by instantly creating ERP quotations as soon as a quote is created in the CRM.
01
Automated quote-to-quotation conversion
Automatically converts HubSpot quotes into SAP S/4HANA sales quotations, eliminating manual re-entry and reducing processing time.
02
Accurate line item mapping
Ensures all products, quantities, and pricing from HubSpot quotes are accurately reflected in the SAP S/4HANA sales quotation.
03
Faster sales cycle
Speeds up the sales process by instantly creating ERP quotations as soon as a quote is created in the CRM.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How often does the workflow check for new HubSpot quotes?
The workflow runs every 3 minutes to detect new quotes created in HubSpot.
How is the SAP S/4HANA business partner matched to the HubSpot company?
What line item details are transferred to the SAP S/4HANA sales quotation?
Is manual intervention required to create the sales quotation?
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
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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