Search customer_number. If there is no match, create the Company from the submitted customer data.
ConsultEvo Portfolio
Client Work + Interactive Lab
Interactive CRM Automation
Turn flat transaction data into connected HubSpot records.
Enter up to five sample transactions or load the prepared demo data. The Lab checks HubSpot for each Company and Product, creates anything missing, then builds each Deal with one or more Product-backed Line Items automatically.
Live HubSpot demo
This writes fictional demo records into ConsultEvo's HubSpot sandbox account.
01Match CompanyCustomer #
→
02Resolve ProductsSKU by line item
→
03Create DealDEMO pipeline
→
04Create Line ItemsBuild associations
Use fictional information only. Each transaction can contain up to five line items. The demo can create Companies, Products, Deals and Line Items in a live HubSpot environment.
| # | Customer # | Customer Name | City | Country | Line Items | Transaction Total |
|---|
Live import activity
Starting import
Preparing transaction rows for HubSpot.
0%
Live processing log
HubSpot API activity
Import result
HubSpot import complete
Completed
Live HubSpot deal board
See the imported CRM records where they landed.
Read directly from the DEMO pipeline. Each card shows the associated Company and every Product-backed Line Item created by the import.
Waiting for live data
Loading live HubSpot deals…
What happens behind the button
One expandable transaction becomes a connected CRM Deal.
Resolve every submitted hs_sku. If a SKU is new, create that Product in the HubSpot product library.
Create one Deal in the DEMO pipeline, create all Product-backed Line Items, then associate the Company, Products and Line Items to that Deal.
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