SAP Business One Quote to HubSpot Deal
First published on: 08/10/2023/6:54 pm
Workflow Description
In this workflow, a scheduled job will run at regular intervals (configurable) to retrieve SAP Business One sales quotes created or updated since the last job run.
When a sales quote is for a business partner with a company record in HubSpot (identified by a value in the UDF 'U_V33SB_ HubSpotContactId' on the business partner master record), the workflow will create or update a deal in HubSpot and associate it with that company.
The workflow will then save the HubSpot deal ID to a UDF on the SAP Business One quote.
Workflow Diagram
Mapping
The following mapping will be applied:
|
SAP Business One Quote |
HubSpot Deal |
Comments / Hardcoded Values |
|---|---|---|
|
Header |
|
|
|
|
isquote |
true |
|
OQUT.DocEntry |
dealname |
|
|
OQUT.DocTotal |
amount |
|
|
|
pipeline |
‘default’ |
|
|
dealtype |
‘newbusiness’ |
|
Lines |
||
|
|
ITM1.ItemCode |
Lookup by Product Code UDF on the Item master. |
|
properties/quantity |
ITM1.Quantity |
|
|
properties/amount |
ITM1.Price |
|
|
|
ITM1.Currency |
$ (default) |
|
properties/hs_quote_amount |
ITM1.LineTotal |
|
Assumptions
- Custom fields identified in the mappings will be created in HubSpot.
|
Last modified: 04/17/2025/4:38 pm |