Installation
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:
Getting Started: Initial setup and account connection
Customer Settings: Configure customer data synchronization
Product Settings: Set up product catalog matching
Invoice/Order Settings: Define invoice and order creation and management rules
Prerequisites
Before beginning the integration process, please ensure you have:
An active HubSpot account with administrative access
An active Business Central account with administrative access
Necessary authentication credentials for both platforms
Setup Process Overview
The integration setup consists of these main stages:
Connect Business Central account
Choose Your Subscription Plans
Invoice/Order Sync Rules
Customer Search Rules
Product Sync Rules
Assign Template to a Customer on BC
Need Help? Let's Talk
If you encounter any issues or have further questions, our support team is here to assist you. You can reach us through the following channels: