HubSpot Won Deal to Sage Intacct Order or Invoice

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

• The workflow will scan HubSpot at regular intervals and retrieve the details of new or updated deals. 

• Deals that are won will create either an order or invoice in Sage Intacct (depending on customer requirements). 

Workflow Description 

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

The integration process will check a project variable in The Saltbox Platform to determine if an invoice or order should be created in Sage Intacct.

Based on the result of this variable, the workflow will create a sales order or a sales invoice in Sage Intacct.  

Workflow Diagram

Mapping

The following mapping will be applied:

Assumptions 

• No updates are made to the deal once it is won or closed in HubSpot.

• Any updates after the order or invoice has been created in Sage Intacct won't be sent to Sage Intacct via the workflow.

• Updates in Sage Intacct must be made manually in Sage Intacct. 

• This workflow won't verify if the item/product exists in Sage Intacct.

  • It is assumed this was done when the quote was created. 

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