HubSpot Company Contact to Sage Intacct Contact 

First published on: 08/10/2023/6:54 pm

 

 

 

  • The workflow will scan HubSpot at regular intervals and retrieve data on company contacts that have been newly created or updated. 

  • Company contacts will be created or updated in Sage Intacct. 

  • Custom data mappings can be implemented. 

 

Workflow Description

A workflow will call HubSpot at regular intervals (configurable) to retrieve new or updated company contacts since the last job run. Only contacts associated with companies will be imported. 

 

The integration process will check if the contact exists in Sage Intacct. If it exists, it will be updated.

 

Otherwise, if it's associated with a company that exists in Sage, a new contact will be created for the Sage customer record. 

 

Workflow Diagram

A diagram of workflow Description automatically generated with medium confidence 

 

Mapping

The following mapping will be applied:

 

HubSpot Contact

Sage Intacct Company Contact

Comments/Hardcoded Values 

First Name / Last Name / RecordID 

CONTACT NAME 

Hubspot values are concatenated 

First Name / Last Name 

PRINT AS 

Hubspot values are concatenated 

First Name 

FIRSTNAME 

 

Last Name 

LASTNAME 

 

Phone 

PHONE1 

 

Email 

EMAIL1 

 

Address 

ADDRESS1 

 

City 

CITY 

 

State 

STATE 

 

Zip 

ZIP 

 

Country 

COUNTRY 

 

 

 

 

 

 

 

 

 

 

 

 

Assumptions 

  • Integration is one way from HubSpot to Sage Intacct.

    • No updates made in Sage Intacct flow back to HubSpot.

 

 

 

 

 

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Last modified: 11/15/2023/8:21 pm

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