SAP B1 → Pipedrive
Apps Required
The automation runs every minute, ensuring SAP Business One is continuously monitored for eligible item records.
Only active, unfrozen items marked as not yet synced are retrieved from SAP Business One, keeping the process focused and efficient.
Each item is evaluated to determine whether it already has a linked Pipedrive product reference.
The system looks up the item’s currency details from Airtable to ensure accurate pricing alignment.
A new product is created in Pipedrive using the item’s core details such as code, name, unit, description, and price.
The newly generated Pipedrive product ID is saved back into SAP Business One, creating a permanent cross-system link.
| Modules | Trigger |
|---|---|
| Business partners updated | Triggered when a business partner is updated in the SAP B1 |
| New returns created | Triggered when a new return request is created in the SAP B1 |
| New quotations created | Triggered when a new quotation is created in the SAP B1 |
| New AR invoices created | Triggered when a new AR invoice is created in the SAP B1 |
| New business partners created | Triggered when a new business partner is created in the SAP B1 |
| New service calls created | Triggered when a new service call is created in the SAP B1 |
| New incoming payments created | Triggered when a new incoming payment is created in the SAP B1 |
| New orders created | Triggered when a new order is created in the SAP Business One |
| New Credit Note created | Triggered when a new AR credit note is created in the SAP B1 |
| Items price updated | Triggered when a existing item prices are updated in the SAP B1 |
| New items created | Triggered when a new item is created in the SAP B1 |
| New deliverynotes created | Triggered when a new delivery note is created in SAP Business One. |
| Items updated | Triggered when a existing item is updated in the SAP B1 |
| New activities created | Trigger when new activities are created in SAP Business One. |
Items from SAP Business One are reflected in Pipedrive within minutes, ensuring sales teams always work with up-to-date product data.
1
2
Automatically create and update products in Pipedrive without repetitive data entry or spreadsheet imports.
Currency mappings from Airtable guarantee that product prices are aligned with the correct financial context.
3
4
Built-in validation ensures products are either created or updated appropriately, avoiding inconsistencies.
Pipedrive product identifiers are written back to SAP Business One, enabling reliable cross-platform traceability.
5
6
The flow runs automatically every minute, maintaining synchronization without operational overhead.
1
Items from SAP Business One are reflected in Pipedrive within minutes, ensuring sales teams always work with up-to-date product data.
2
Automatically create and update products in Pipedrive without repetitive data entry or spreadsheet imports.
3
Currency mappings from Airtable guarantee that product prices are aligned with the correct financial context.
4
Built-in validation ensures products are either created or updated appropriately, avoiding inconsistencies.
5
Pipedrive product identifiers are written back to SAP Business One, enabling reliable cross-platform traceability.
6
The flow runs automatically every minute, maintaining synchronization without operational overhead.
Common questions about this automation template.
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