HubSpot - MS Dynamics 365 Business Central Integration
Are you looking to integrate HubSpot CRM with Microsoft Dynamics 365 ERP (Business Central, Finance)? Then we have the solution for you.
Re-watch our February webinar on how to integrate HubSpot CRM with MS Dynamics 365 Business Central (or any other Dynamics ERP).
We will go through what our standard template includes and how the integrated data from MS Dynamics Business Central would look like inside HubSpot.
What Data can YOU sync between Hubspot and Microsoft Dynamics 365 Business Central?
Companies & Customers
Keep your customers and companies in sync in both systems through a bidirectional sync in real-time.
Contacts
Transfer contacts from HubSpot to Dynamics using any specific contact property and ensure data is synchronised in real-time. Designate either HubSpot or Dynamics as the primary system of record or choose a bidirectional data sync.
Product & Items
Easily synchronise your items from Microsoft Dynamics 365 Business Central to your Products in Hubspot.
Product Prices & Item Prices
Swiftly transfer Item Prices from Microsoft Dynamics 365 Business Central to HubSpot.
Deals & Sales Orders
Effortlessly synchronising your HubSpot deals and creating them as Sales Orders in Microsoft Dynamics 365 Business Central. With a unified dashboard view, you can quickly grasp the status of deals in HubSpot. This integration facilitates closed-loop reporting between your marketing and sales teams.
Sales Invoices & Posted Sales Invoices
Easily transfer the available posted sales invoices from Dynamics 365 Business Central into the HubSpot Posted Sales Invoices custom object.
Any other objects?
In addition to the standard setup, you can synchronise any other objects, such as Credit Memos, Attachments, (Engagement) Activities etc. Also, any custom object can be part of the integration scope, and the data can be transferred to and from HubSpot and Microsoft Dynamics 365 Business Central. Rapidi supports both standard and custom objects.
More Resources on how to integrate Hubspot with MS Dynamics 365 Business Central
If you would like more information about the integration, you can read this article about HubSpot - Dynamics 365 Business Central Integration Solution and download our HubSpot and Dynamics 365 Integration Factsheet.
Please don't hesitate to contact us directly and don't miss out and register for our webinar replay on How to integrate HubSpot CRM with MS Dynamics 365 ERP
