OW Sync - Orderwise Connector workflow actions let HubSpot automatically sync data with Orderwise, reducing manual updates, improving accuracy, and keeping sales and operations aligned.
How Sync Actions Work
Create or Update: Sync actions check if a record already exists in Orderwise.
- If it does not exist → the record is created.
- If it already exists → the record is updated with the latest data.
Types of Workflow Actions
- Customer Sync
Keeps customer profiles consistent between HubSpot and Orderwise.
This workflow action ensures that names, addresses, VAT details, and pricing rules remain aligned across systems.
- Contact Sync
Links contacts to their associated customers and keeps their details updated.
This workflow action sales and support teams always have the right contact details, job roles, and communication preferences.
- Product Sync
Keeps product records up to date for catalog accuracy.
This workflow action prevents mismatches in product codes, descriptions, and compliance-related information.
- Variant Sync
Manages different versions of products.
This workflow action keeps stock tracking accurate and avoids duplicate or outdated variant records.
- Sales Order Sync
Keeps order details updated, from delivery addresses to special instructions.
This workflow action ensures customer orders are processed correctly, deliveries are on time, and invoices reflect the right details.
Why Use Sync Actions?
- Data consistency: Prevents discrepancies between HubSpot and Orderwise.
- Operational efficiency: Eliminates double data entry.
- Customer experience: Accurate orders, billing, and delivery details improve service quality.
- Compliance: Ensures VAT, company registration numbers, and other legal identifiers are always correct.
Best Practices
- Always set the mandatory fields first to guarantee proper matching.
- Use non-mandatory fields wherever possible - they improve reporting, compliance, and communication.
- Keep an eye on checkboxes in the sidebar to ensure non-mandatory data is saved correctly.
Important note: If you keep checkboxes unticked, the workflow action will send a “false” value to Orderwise, e.g. if you already have a contact set as “Active” in Orderwise and you don’t set the “Active” checkbox to true on the contact create or update action, it will show as inactive in Orderwise.
- Combine Sync actions with HubSpot triggers to automate your sales-to-operations flow.
With Orderwise Sync workflow actions, HubSpot becomes the central point of managing customer and order data, while ensuring Orderwise always has the latest and most accurate information.
Learn more about each action in this overview.