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Overview

HubSpot Integration

HubSpot Integration

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.

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

Setup Process Overview

The integration setup consists of these main stages:

  1. Connect Business Central account

  2. Choose Your Subscription Plans

  3. Invoice/Order Sync Rules

  4. Customer Search Rules

  5. Product Sync Rules

  6. Assign Template to a Customer on BC





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