Sync a closed deal into your ERP
POST the deal payload to your ERP endpoint on stage change; map the returned order id back onto the deal.
The CRM and the finance system disagree the moment a deal closes. Teams bridge the gap with a nightly export or by retyping the order, and both introduce delay and error.
Send Webhook pushes the deal the moment the stage changes, and writes the returned order reference back onto the record so both systems share an identifier.
- 1Enrol deals on the stage change that should trigger the handoff.
- 2Add Send Webhook, enter the ERP endpoint, and pick the authentication type your ERP expects.
- 3Choose Record properties to include so values are correctly encoded rather than pasted into JSON.
- 4List the response path to the order id under Response values to extract, then copy Output 1 onto the deal.
- GET, POST, PUT, PATCH and DELETE
- Custom headers for any authentication scheme
- Body templates with record properties
- Response JSON mapped to output fields
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Build this in your own workflows
Install AuPerate once and every action appears in your HubSpot workflow editor.
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