HubSpot + SAP Integration
HubSpot SAP integration that syncs Contacts, Deals, Orders, Invoices automatically across your ERP and CRM.
Eliminate duplicate Contacts across CRM and ERP systems
Accelerate order-to-cash with automated Orders and Invoices sync
Provide billing context in Tickets for faster support resolution
Today
Fragmented handoffs and manual reconciliation
- Sales, marketing, and finance teams struggle with manual handoffs and siloed records that cause missed SLAs and lost revenue.
- When Contacts, Leads, Deals, Tickets, and Orders are updated in HubSpot but not reflected in SAP, teams rekey information, create duplicate records, and delay fulfillment or billing.
- Manual reconciliations between CRM and ERP increase risk, slow sales cycles, and make audit trails incomplete for compliance and finance reviews.
- Leads go cold, support Tickets miss billing context, and forecasting becomes unreliable companywide.
With Koodisi
Automated Sync with Koodisi
- Koodisi automates bidirectional sync between HubSpot objects and SAP records so teams stop working from different data sets.
- Sync Contacts, Companies, Deals, Tickets, Orders, Invoices, Products, and Customer master records to keep sales, finance, and support aligned.
- Sales routes qualified Leads to SAP-based order workflows, finance receives accurate Invoice and payment information, and support sees billing context in Tickets, delivering faster order-to-cash, fewer disputes, and clearer audits.
- Implementation requires no developer resources and preserves audit trails for compliance and reporting.
The sync
What moves, in both directions
HubSpot and SAP stay in step because the sync runs both ways.
Push Contacts and Companies to create Customers, map Deals to Sales Orders, send Product selections and quantities as Order lines, and include Deal IDs and Ticket references for traceability.
Update Order status, Invoice posting, Payment receipts, pricing and inventory changes back to Deals, Companies, Contacts, and Tickets so sales, finance, and support have billing context.
Reduce order cycles, eliminate duplicate Contacts, improve invoice accuracy, and give teams real-time visibility for faster fulfillment, fewer billing disputes, and auditable records that satisfy finance and compliance stakeholders across the business while improving SLA adherence and lowering operational costs.
Use cases
What teams automate with this integration
The work that moves between HubSpot and SAP today, and what Koodisi takes over.
Automated Lead-to-Order Handoff for Enterprise Sales
- Trigger: When a HubSpot Deal reaches 'Closed Won' or a Lead is qualified in HubSpot, Koodisi maps Deal, Contact, Company, and Product selections to SAP.
- Koodisi creates a Customer if missing, pushes Sales Order with Order lines and pricing to SAP, and attaches HubSpot Deal ID for traceability.
- Finance receives Invoice and payment status updates back into HubSpot, allowing sales and finance to reconcile revenue recognition faster, reduce billing errors, and shorten the order-to-cash timeline.
- Reporting updates in HubSpot and SAP keep executive dashboards accurate and speed customer onboarding faster.
Real-time Invoice and Payment Status Sync
- Trigger: When SAP posts an Invoice or receives a payment, Koodisi captures Invoice number, status, amount, payment date, and associated Customer ID via SAP REST APIs and updates the matching HubSpot Company and Contact records.
- HubSpot Tickets and Deals receive payment notes, closed statuses, and invoice attachments so support, sales, and finance see live billing context.
- The result: fewer collection calls, accurate ARR metrics in HubSpot reports, improved DSO, and audit-ready trails connecting invoices, payments, and customer records between systems.
- Teams reduce disputes, speed cash application, and improve forecasting accuracy.
Product Master Data Synchronization Across Systems
- Trigger: When Product or Pricing updates occur in SAP, Koodisi synchronizes SKU, description, price lists, units of measure, and availability into HubSpot product catalog and Deal line items.
- Conversely, new product bundles defined in HubSpot marketing can create Product records in SAP with mapping for pricing tiers and tax codes.
- Marketing, sales, and supply planning teams gain consistent product and pricing data, reduce go-to-market errors, speed quote accuracy, and avoid mispriced orders that cause revenue leakage and customer dissatisfaction.
- Integrated product data lowers returns, accelerates fulfillment, and simplifies audit reporting.
Support Tickets Enriched with Billing Context
- Trigger: When a HubSpot Ticket is created or updated, Koodisi enriches the Ticket with SAP order, invoice, and payment history based on Contact and Company links.
- Support agents see Order numbers, Invoice balances, and payment dates inline, enabling faster resolutions and fewer escalations.
- When billing disputes are opened in Tickets, Koodisi creates a case reference in SAP for finance to investigate, ensuring consistent status updates across systems and reducing resolution time while preserving a full audit trail for compliance and customer communications.
- Reducing churn risk and lowering overall support costs.
The workflow
What this looks like when it runs
- Koodisi sits between HubSpot and SAP as a visual integration layer that your ops team controls.
- You define trigger events — for example Deal stage changes, new Contacts, updated Orders, or Invoice postings — then map the HubSpot fields to SAP records and vice versa through Koodisi's no-code REST Client for both HubSpot and SAP.
- Koodisi translates and routes data, applies business rules, and logs every transaction for auditability.
- Built-in validation catches mismatches, surfaces clear error messages, and routes exceptions to designated owners for resolution.
- Retries, alerts, and corrective steps are configurable so integrations keep running without developer involvement.
- The result is dependable, traceable synchronization that delivers consistent records to sales, finance, and support teams while keeping operational control in your hands.
- Koodisi's dashboards show success rates, latency, and recent errors so managers can measure SLA adherence, understand data flows, and approve changes without code or long release cycles today.
Deal → Sales Order
- 1HubSpot Deal moves to 'Closed Won' — triggers workflow
- 2Koodisi validates Deal, maps Contact, Company, Products, and pricing
- 3Koodisi creates Sales Order in SAP with Order lines and pricing
- 4Confirm Order creation in HubSpot and notify sales and finance
Invoice → HubSpot Payment Status
- 1SAP posts an Invoice or records a Payment
- 2Koodisi reads Invoice, amount, status, and payment date via REST Client
- 3Update HubSpot Company, Deal, and Ticket with payment and invoice status
- 4Send alert to collections owner and update dashboards for finance
Governance
Automated, but still under control
Every run is authorised, recorded, and observable — the part that decides whether automation survives an audit.
Scoped permissions
Role-based access decides who can publish or run the HubSpot and SAP workflows, and who can only watch them.
Every run recorded
Each execution writes an audit trail — what triggered it, what changed, and what the downstream system returned.
Credentials in Key Vault
HubSpot and SAP credentials are stored and retrieved from Key Vault, never pasted into workflow steps.
Traced end to end
OpenTelemetry logs, metrics, and traces show where a run slowed down or failed, rather than reporting one aggregate status.
Routing rules stay readable
Which records sync, and which need approval first, live in a decision table your team can review and change without editing the workflow.
Sensitive fields masked
Personal and commercial values can be masked in logs so an operational record does not become a copy of your customer database.
Ship integrations faster. Operate them without chaos.
Less time on auth, retries, and deployment scripts. More time on the integrations your customers are asking for.
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