Sage 50 orders in HubSpot, eight times a day.

Sage 50 was the system of record, on-premises, and could not be reached directly. Flowbird used the Power BI the business already had to carry its order data into HubSpot.

✦

Every 3 hoursSage 50 data refreshed in HubSpot

✦

8 timesA day

✦

Source of truthSage 50 stays the record

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No new BIExisting Power BI reused

UK business on Sage 50
Sage 50, on-premises · Power BI · HubSpot, connected with Make

THE SOLUTION

Use what the business already runs.

Direct access to the on-premises Sage 50 was not possible. Sage 50 already fed Power BI, so Power Automate extracts the sales orders from it, and Make matches each one to its HubSpot company and updates the deal.

✓Quotes raised in Sage 50 carry the HubSpot deal ID

✓Orders at proforma or order confirmation picked up every three hours

✓Each Sage account matched to its HubSpot company

✓The HubSpot deal updated from Sage 50, which stays the source of truth

Sage 50On-premises

→

Power BIAlready in use

→

HubSpotEvery team

FROM SAGE 50 ORDER TO HUBSPOT DEAL

Sage 50→Power BI→Power Automate→Make→HubSpot deal

KEY OUTCOMES

✦Order visibility for all

✦No direct access needed

✦No new reporting tool

✦Sage 50 still in charge

OUR APPROACH

1Agree

Make Sage 50 the source of truth, and agree which fields HubSpot needs.

2Reuse

Use the existing Power BI, refreshed every three hours, instead of new software.

3Extract

Run a Power Automate query on the sales orders each time Power BI refreshes.

4Update

Have Make match each Sage account to its HubSpot company and update the deal.

THE RESULTS

✦Every 3 hoursFresh order dataHubSpot reflects Sage 50 throughout the working day.

✦All teamsVisibilityReporting, tasks and calls in HubSpot work from real order data.

✦LinkedQuotes and dealsEach Sage 50 quote carries the HubSpot deal it belongs to.

✦No newLicencesBuilt on the Power BI the business already paid for.

THE LASTING VALUE

Sage 50 stays in charge, and HubSpot finally sees what it holds.

A Flowbird case study for a UK business on Sage 50 whose name is not published.

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