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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

Data Flow Between HubSpot and Business Central

The table below shows what data is synced between HubSpot and Business Central. The data flow is largely unidirectional from HubSpot to Business Central except for the invoice PDF copy imported back into HubSpot as well as updated booked-invoice data synced into HubSpot.

Data Flow between Business Central and HubSpot
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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Prerequistes

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Data Flow Between HubSpot and Business Central

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