Implementing Workflows for HubSpot

Golden Workflows

Golden Workflows provide out-of-the-box integrations between HubSpot hubs and ERP systems (such as SAP Business One). Implementation details are provided below.

For other Implementation guides, see Golden Workflow Install Guide.

For general Golden Workflow documentation, see Connector Golden Workflows.

Golden Workflows are available for the following HubSpot scenarios:

  • Quotes (ERP to HubSpot)
    • Quotes to Quotes
    • Quotes to Deals
  • Orders (ERP to HubSpot)
  • Accounts/Business Partners/Customers (ERP to HubSpot)
  • Accounts/Business Partners/Customers (HubSpot to ERP)
  • Account Contacts/Business Partner Contacts (ERP to HubSpot)

ERP Connectors

To install these workflows for an ERP system, basic ERP-specific configuration is required.

Sage Intacct Metadata

Metadata is required to support integrations between HubSpot and Sage Intacct, including the following workflows.

Workflow Name Description Custom Fields
Order (Intacct to HubSpot) Intacct Order to HubSpot Order. (SAP Business One metadata only - no custom fields installed in HubSpot)
Company to Account (Intacct to HubSpot) Intacct Company to HubSpot Account. (SAP Business One metadata only - no custom fields installed in HubSpot)
Account to Company (HubSpot to Intacct) HubSpot Account to Intacct Company. (SAP Business One metadata only - no custom fields installed in HubSpot)
Company Contact to Account Contact (Intacct to HubSpot) Intacct Company Contact to HubSpot Account Contact. (SAP Business One metadata only - no custom fields installed in HubSpot)

To install HubSpot Golden Workflows for Sage Intacct:

  1. Install Saltbox metadata for Sage Intacct, as outlined in Saltbox Metadata for Sage Intacct.

  2. Install HubSpot-specific metadata for Sage Intacct, as outlined in the HubSpot Metadata for Sage Intacct section.

  3. Install Golden Workflow project file using the project import feature.

SAP Business One Metadata

Metadata is required to support integrations between HubSpot and SAP Business One, including the following workflows.

Workflow Name Description Custom Fields
Quote to Quote (SAP to HubSpot) SAP Quote to HubSpot Quote. (SAP Business One metadata only - no custom fields installed in HubSpot)
Quote to Deal (SAP to HubSpot) SAP Quote to HubSpot Deal. (SAP Business One metadata only - no custom fields installed in HubSpot)
Order (SAP to HubSpot) SAP Order to HubSpot Order. (SAP Business One metadata only - no custom fields installed in HubSpot)
Business Partner to Account (SAP to HubSpot) SAP Business Partner to HubSpot Account. (SAP Business One metadata only - no custom fields installed in HubSpot)
Account to Business Partner (HubSpot to SAP) HubSpot Account to SAP Business Partner. (SAP Business One metadata only - no custom fields installed in HubSpot)
Business Partners Contact to Account Contact (SAP to HubSpot) SAP Business Partner to HubSpot Customer. (SAP Business One metadata only - no custom fields installed in HubSpot)

To install HubSpot Golden Workflows for SAP Business One (B1):

  1. Install Saltbox metadata for SAP Business One, as outlined in Saltbox Metadata for SAP Business One.

  2. Install HubSpot-specific metadata for SAP Business One, as outlined in the HubSpot Metadata for SAP Business One section.

  3. Install Golden Workflow project file using the project import feature.