Business Central Integration
Seamlessly integrate HubSpot CRM with Business Central for real-time product syncing, order creation, and flexible customer management with Cloudify’s powerful integration.
Integration Overview
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
Key Business Benefits
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
Integration Features
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
FAQ
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