Seamlessly integrate HubSpot CRM with Business Central for real-time product syncing, order creation, and flexible customer management with Cloudify’s powerful integration.
Features
✓ Automatic deal-to-invoice/order conversion in Business Central
✓ Powerful HubSpot workflow actions for Business Central
✓ Real-time financial data in HubSpot UI
✓ Instant notifications with one-click replay functionality
Perfect for
✓ Finance Managers streamlining billing processes
✓ Sales Teams needing real-time financial insights
✓ Operations Teams automating business workflows
Eliminate Manual Work
✓ No more double data entry between systems
✓ Automated customer, product and invoice/order creation
✓ Real-time financial data syncing
Stay Informed and In Control
✓ Instant notifications for sync actions in deal notes
✓ Quickly fix and replay failed syncs
✓ Update deals and re-sync to reflect changes instantly
Start Strong with Free Expert Onboarding
✓ Personalized free 30-minute setup session
✓ Custom guidance for your business needs
✓ Start using all features from day one
Automatic deal-to-invoice/order conversion in Business Central
Transform your billing process with instant HubSpot to Business Central conversion.
Create sales invoices/orders automatically as deals progress, with flexible triggers for multiple pipelines.
Watch your documents sync automatically and check Business Central invoice/order status in your deals
HubSpot Workflow-Actions: Automate Your Business Processes
Leverage HubSpot's workflow engine to automate your entire Business Central integration.
Create and update customers, generate invoices/orders from Deals, and keep financial data current across both systems.
Design custom workflows for different business processes and create specialized rules for different customer segments.
One-Click Financial Updates
Display up-to-date Business Central booked invoice data within HubSpot
Make informed decisions with real-time insights
Access comprehensive financial metrics without switching platforms
Instant Notifications: Never Miss a Critical Update or Sync
Stay on top of every sync action with automatic notification notes in HubSpot.
Receive detailed success messages with Business Central information and clear error explanations, and use one-click replay to fix issues or update existing invoices/orders.
Perfect for maintaining accuracy and making quick updates as your deals evolve
Testimonials
“Cloudify revolutionized our invoicing process - it's a true game-changer!”
“Data integration is a breeze. It's the missing link we needed!”
“Cloudify's support is unparalleled. They go above and beyond to ensure our success.”
Business Central
Total installs
70+
Pricing
Cloudify subscriptions:
Pricing
Trial
15 free syncs to try the integration
Trial
Create companies, products and invoices/orders from HubSpot to Microsoft Business central
Custom rules and mapping for creating customers and invoices in Microsoft Business central
Replay failed sync from HubSpot activity log
Basic
Unlimited Customer Sync and Financial Data Updates
$15
/month
Unlimited manual company sync
Unlimited company and financial data update from Microsoft Business central
Custom rules and mapping for creating customers in Microsoft Business central
Premium
Comprehensive Customer, Products and Invoice Sync with Finanical Data Update
$30
/month
Unlimited manual company sync
Unlimited company financial data update from Microsoft Business central
Create invoices/orders and products from HubSpot to Microsoft Business central @ $ 0.15 / sync
Custom rules and mapping for creating companies, products, and invoices/orders in Microsoft Business central
Replay failed sync from HubSpot activity log
Custom
Custom plan tailored to suit your business needs
One-time Setup fee as applicable
Monthly fee based on the transactions
Integration build as per your business flows and requirements
Dedicated support for implementation
Please contact us for an exact quote
