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TemplatesConvert HubSpot Quotes into SAP S/4HANA Sales Quotations Automatically
CRMERP

Convert HubSpot Quotes into SAP S/4HANA Sales Quotations Automatically

HubSpot → SAP S/4HANA

Apps Required

HubSpot
SAP S4HANA Cloud Public Edition
Build Your Own
Workflow dashboard
No-code and low-code platform
HubSpot
SAP S4HANA Cloud Public Edition
Apps:2 connected
Steps:10 steps

Explore how the templates work

1

Trigger: New quotes created in HubSpot

Detects when a new quote is created in HubSpot.

2

Get Company object ID from HubSpot

Retrieves the associated company object ID linked to the new quote.

3

Get Company Details from HubSpot

Fetches the full company details using the retrieved company object ID.

4

Get Line Items Object ID from HubSpot

Retrieves the associated line item object IDs linked to the quote.

5

Get Line Items from HubSpot

Fetches the full line item details including quantity and amount for each line item.

6

Get Product Details from HubSpot

Fetches the product details such as name, description, and price for each line item's associated product.

7

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.

8

Aggregator: Collect all line items

Aggregates all merged product and line item records into a single consolidated payload.

9

Get Business Partner from SAP S/4HANA

Queries SAP S/4HANA to find the matching business partner using the HubSpot company ID.

10

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.

Select an App to View Supported Features

ModulesTrigger
Products updatedTrigger when products are updated in HubSpot.
New companies createdTrigger when new companies are created in HubSpot.
Companies updatedTrigger when existing companies are updated in HubSpot.
New quotes createdTrigger when new quotes are created in HubSpot.
New contacts createdTrigger when new contacts are created in HubSpot.
New invoices createdTrigger when new invoices are created in HubSpot.
New products createdTrigger when new products are created in HubSpot.
Contacts updatedTrigger when contacts are updated in HubSpot.
New deals createdTrigger when new deals are created in HubSpot.
New orders createdTrigger when new orders are created in HubSpot.

Streamline Your Order Process with Automation

Automated quote-to-quotation conversion

Automatically converts HubSpot quotes into SAP S/4HANA sales quotations, eliminating manual re-entry and reducing processing time.

1

2

Accurate line item mapping

Ensures all products, quantities, and pricing from HubSpot quotes are accurately reflected in the SAP S/4HANA sales quotation.

Faster sales cycle

Speeds up the sales process by instantly creating ERP quotations as soon as a quote is created in the CRM.

3

1

Automated quote-to-quotation conversion

Automatically converts HubSpot quotes into SAP S/4HANA sales quotations, eliminating manual re-entry and reducing processing time.

2

Accurate line item mapping

Ensures all products, quantities, and pricing from HubSpot quotes are accurately reflected in the SAP S/4HANA sales quotation.

3

Faster sales cycle

Speeds up the sales process by instantly creating ERP quotations as soon as a quote is created in the CRM.

Ready to Automate?

Connect your apps and start automating with this template.

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