Sage Intacct Item to HubSpot Item

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

• The workflow will scan HubSpot at regular intervals and retrieve details of deals that have been updated or created. 

• Deals with an 'open' status will create a quote in Sage Intacct.

Workflow Description 

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

The integration process will check if the quote exists in Sage Intacct by comparing the HubSpot quote ID to the existing sales quotes in Sage Intacct.

If the quote exists, it will be updated. Otherwise, a new quote will be created in Sage Intacct.

During the workflow execution, a loop will check all items on the deal from HubSpot to check that they exist as an item in Sage Intacct.

If the item doesn't exist, the workflow will add it to Sage Intacct. 

Workflow Diagram

Mapping 

The following mapping will be applied:

Assumptions 

• Any products added to the deal in HubSpot will be checked to see if they exist in Sage Intacct.

  • If they don't exist, they'll be added to Sage Intacct before the quote is created in Sage Intacct. 

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