HubSpot Company to Sage Intacct Customer 

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

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

• Customer records will be created or updated in Sage Intacct.  

• Custom data mappings can be implemented. 

Workflow Description 

The workflow will call HubSpot at regular intervals (configurable) to retrieve new or updated companies since the last job run.

For each company found, the workflow will check if the company exists as a customer in Sage Intacct by comparing the HubSpot company ID to the Sage customer ID using the “Get Legacy Object by Name” in Sage Intacct.

If the customer exists, the workflow performs an update.

Otherwise, the workflow creates a new customer in Sage Intacct. 

Workflow Diagram

Mapping 

The following mapping will be applied: 

Assumptions

• Integration is one way from HubSpot to Sage Intacct.

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

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