No-code and low-code platform
Explore how the templates work
Trigger on new deals in HubSpot
The workflow starts when new deals are created in HubSpot, using a scheduled trigger to check for new records every 3 minutes.
Get associated company ID from the deal
Retrieve the associated company ID linked to the HubSpot deal using deal associations.
Get company details from HubSpot
Fetch the full company details from HubSpot using the associated company ID, including the company name.
Create business partner in SAP B1
Create a new business partner in SAP Business One using the HubSpot company details including CardCode, CardName, and web customer ID.
Get associated contact ID from the company
Retrieve the associated contact ID linked to the HubSpot company using company associations.
Get contact details from HubSpot
Fetch the full contact details from HubSpot using the associated contact ID, including first name, last name, and email.
Update business partner with contact person in SAP B1
Update the business partner in SAP Business One by adding the contact employee details including name, first name, last name, and email from HubSpot.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| Products updated | Trigger when products are updated in HubSpot. |
| New companies created | Trigger when new companies are created in HubSpot. |
| Companies updated | Trigger when existing companies are updated in HubSpot. |
| New quotes created | Trigger when new quotes are created in HubSpot. |
| New contacts created | Trigger when new contacts are created in HubSpot. |
| New invoices created | Trigger when new invoices are created in HubSpot. |
| New products created | Trigger when new products are created in HubSpot. |
| Contacts updated | Trigger when contacts are updated in HubSpot. |
| New deals created | Trigger when new deals are created in HubSpot. |
| New orders created | Trigger when new orders are created in HubSpot. |
Streamline Your Order Process with Automation
Automated company and contact sync
Automatically sync HubSpot companies and their associated contacts to SAP Business One as business partners with contact persons.
1
2
Deal-driven data flow
New deals in HubSpot automatically trigger the creation of business partners in SAP B1, ensuring ERP data stays aligned with sales activity.
Complete relationship mapping
Both company and contact data are synced from HubSpot to SAP B1, maintaining the full business relationship context in the ERP system.
3
4
Reduced manual data entry
Eliminate the need to manually create business partners and contact persons in SAP B1 when deals are created in HubSpot.
1
Automated company and contact sync
Automatically sync HubSpot companies and their associated contacts to SAP Business One as business partners with contact persons.
2
Deal-driven data flow
New deals in HubSpot automatically trigger the creation of business partners in SAP B1, ensuring ERP data stays aligned with sales activity.
3
Complete relationship mapping
Both company and contact data are synced from HubSpot to SAP B1, maintaining the full business relationship context in the ERP system.
4
Reduced manual data entry
Eliminate the need to manually create business partners and contact persons in SAP B1 when deals are created in HubSpot.
Related Templates
Frequently Asked Questions
Common questions about this automation template.
Automate anything with appse ai
Automate smarter with an AI-native platform designed for the way mid-market businesses really work.
SOC 2
SAP Certified Partner
ISO/IEC 27001
GDPR