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Overview

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Overview

Welcome to the HubSpot-Business Central Integration Setup Guide. This comprehensive resource will guide you through the process of connecting your HubSpot and Microsoft Dynamics 365 Business Central accounts, enabling seamless data synchronization and workflow automation between these powerful platforms.

Table of Content

Table of Content

Integration Benefits

By integrating HubSpot with Business Central, your organization can:

  1. Automate invoice and order generation based on HubSpot deal stages

  2. Ensure real-time synchronization of customer data across both platforms

  3. Access up-to-date financial and inventory insights directly within HubSpot

  4. Significantly reduce time spent on manual data entry and reconciliation

  5. Streamline your quote-to-cash process

Integration Process Overview

The setup process consists of four main stages:

  1. Getting Started: Initial setup and account connection

  2. Customer Settings: Configure customer data synchronization

  3. Product Settings: Set up product catalog matching

  4. Invoice/Order Settings: Define invoice and order creation and management rules

Prerequisites

Before beginning the integration process, please ensure you have:

  1. An active HubSpot account with administrative access

  2. An active Business Central account with administrative access

  3. Necessary authentication credentials for both platforms





Got unique integration needs?

Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

Advanced Integration Settings

Advanced Integration Settings

Advanced Integration Settings

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