HubSpot

/

Business Central

Business Central Integration

Business Central Integration

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

Integration Overview

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

Key Business Benefits

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

Integration Features

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

FAQ

FAQ

Is there a free trial available?

Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.

Is there a free trial available?

Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.

Is there a free trial available?

Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.

Can I set up the integration myself?

Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.

Can I set up the integration myself?

Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.

Can I set up the integration myself?

Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.

Do I receive support if I run into any issues?

Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.

Do I receive support if I run into any issues?

Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.

Do I receive support if I run into any issues?

Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.

What happens when the integration fails?

Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.

What happens when the integration fails?

Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.

What happens when the integration fails?

Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.

What if I want a more customized solution?

Yes, we specialize in creating custom integrations designed to fit your unique business needs. Please click here to learn more or get in touch with us.

What if I want a more customized solution?

Yes, we specialize in creating custom integrations designed to fit your unique business needs. Please click here to learn more or get in touch with us.

What if I want a more customized solution?

Yes, we specialize in creating custom integrations designed to fit your unique business needs. Please click here to learn more or get in touch with us.

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.”

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

Modern and intelligent business process automation and integration platform to connect your enterprise.

Modern and intelligent business process automation and integration platform to connect your enterprise.

Modern and intelligent business process automation and integration platform to connect your enterprise.