Financial services use case · HubSpot + Salesforce + SAP
Lead to account and ERP handoff
Leads are duplicated between marketing and sales, and won business is retyped into ERP. Marketing leads become clean sales accounts, and approved deals reach ERP without re-keying.
Architecture
One governed run
How it starts: The HubSpot leg starts from a webhook, HTTP poll or schedule. Salesforce SOQL polling starts the ERP leg.
Step by step
How the process runs
- 01
Lead
HubSpot contacts, companies and deals are read.
- 02
Dedupe
Rules + Code matches against Salesforce leads and accounts.
- 03
Sales record
Salesforce leads, accounts or opportunities are created or updated.
- 04
Approval
Won opportunities outside policy pause for review.
- 05
ERP
SAP sales order and finance actions run for approved deals.
Control
Human decision and exception path
Human decision
Sales operations reviews ambiguous matches. A finance owner approves orders outside policy.
Exception path
- Ambiguous matches wait for review.
- SAP rejections return to Salesforce with a reason.
- Missing fields route to correction.
Evidence
What gets audited
- Lead source data.
- Match decision.
- Approvals.
- Salesforce and SAP references.
Nexus runs on premises, in private or sovereign cloud, or air-gapped. Credentials stay in the vault, roles decide who can approve, and the execution record stays inside your deployment boundary.
Sovereignty and deploymentRelated
Patterns, connectors and next steps
- Salesforce-SAP integration
Integration pattern · Commercial commitments reach ERP fulfilment and finance without re-keying.
- HubSpot-Salesforce integration
Integration pattern · Marketing leads reach sales clean, deduplicated and correctly routed.
- HubSpot connector
69 pre-built actions
- Salesforce connector
73 pre-built actions
- SAP connector
97 pre-built actions
- Enterprise automation
Governed processes across the systems you already run.
- Payment reconciliation and exception handling
Another financial services use case.
FAQ
Questions about this use case
- Does Nexus replace any of these systems?
- No. Each system keeps its own records. Nexus runs the process between them and records each decision.
- How does the run start?
- The HubSpot leg starts from a webhook, HTTP poll or schedule. Salesforce SOQL polling starts the ERP leg.
- What if a step is not covered by a pre-built action?
- It runs through an API, protocol or database call, or as Rules + Code in Python, Bash, Go, Java, .NET, PHP, PowerShell or JavaScript/TypeScript, with the same approvals and audit.
Use case review
Discuss this use case
Bring your version of the process. We will map the systems, approvals and evidence it needs.