Sync customer records, orders, and revenue data between your CRM and ERP automatically. Stop manually exporting deal data to create SAP customers, chasing finance for payment status, or reconciling pipeline against actuals in spreadsheets.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a deal closes in HubSpot, automatically create or update the customer master in SAP and generate the corresponding sales order with line items, pricing, and terms. Eliminate duplicate data entry and reduce order processing time from days to minutes.
Automatically update HubSpot deals when invoices are issued, paid, or overdue in SAP. Sales teams get real-time payment visibility without logging into the ERP, and can trigger follow-up workflows based on payment status.
Pull credit status, payment terms, and account standing from SAP into HubSpot contact and company records. Sales reps see financial context during conversations, and can route high-risk deals through special approval workflows automatically.
Automatically compare forecasted revenue in HubSpot against booked revenue, invoices, and collections in SAP. Leadership gets a single source of truth showing where forecast diverges from financial reality, broken down by region, product, or sales team.
Monitor production orders, shipment status, and inventory levels in SAP and automatically notify the HubSpot account owner when delays or stockouts affect their customers. Turn ERP alerts into proactive customer communication before complaints arrive.
When high-priority support tickets are created for enterprise accounts in HubSpot, automatically generate corresponding service orders in SAP with full customer context, SLA requirements, and resource allocation. Connect customer support workflows to field service and warranty management.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize HubSpot and SAP with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands both HubSpot's contact and deal lifecycle and SAP's complex business partner, order-to-cash, and financial accounting structures, so your data stays consistent across systems.
Redbird maps HubSpot companies to SAP business partners, deal line items to sales order items, and contact properties to customer master fields without rigid templates. The platform understands SAP's controlling areas, company codes, and cost centers, so revenue data flows to the right GL accounts automatically. When HubSpot custom properties or SAP Z-tables change, Redbird adapts without breaking your automations.
faster than building custom SOAP/OData integrations between HubSpot and SAP
Redbird can pull from HubSpot and SAP simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either HubSpot or SAP.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from HubSpot into SAP, or from SAP back into HubSpot. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start from any customer event in HubSpot or financial event in SAP, and automate across both systems with full context.
Trigger when a HubSpot deal moves to a new stage, especially closed-won or closed-lost.
Monitor changes to company records like industry, employee count, or custom segmentation fields.
Detect when contacts move from lead to customer or other lifecycle transitions.
Write invoice numbers, payment status, or fulfillment dates back to HubSpot deals.
Assign follow-up tasks to account owners based on ERP events like payment delays.
Enroll customers in automated email sequences based on SAP fulfillment or payment triggers.
Detect new sales orders in SAP to confirm deal closure and begin fulfillment tracking.
Monitor incoming payments and collections to update CRM deal status in real-time.
Track shipment and delivery confirmations to trigger customer communication workflows.
Generate new customer master records in SAP from qualified HubSpot companies.
Modify credit limits, payment terms, or risk categories based on CRM signals.
Generate SAP sales orders with full line item detail from closed HubSpot deals.
Connect HubSpot and SAP in minutes, not months. Let Redbird handle the complexity of syncing CRM and ERP data so your revenue operations, finance, and sales teams work from the same truth.