Want to connect your sales and business tools? Rapidi's integration lets you easily link HubSpot with Microsoft Business Central so all your customer and business data work together smoothly in one place.
If you need to integrate your HubSpot CRM with your MS Dynamics 365 Business Central ERP (or any other ERP) but don't know how, then watch our on-demand webinar on how to connect your HubSpot with MS Dynamics 365 Business Central
If you want your business to run like a well-oiled machine, every department should be working in harmony and have an uninterrupted connection.
One way to achieve that is to integrate your Customer Relationship Management (CRM) solution with your Enterprise Resource Planning (ERP) system.
This integration creates an uninterrupted flow of information across your entire company – from sales, marketing, and customer service to finance and operations.
Killing silos and providing a 360-degree view of your customers and processes, the CRM-ERP integration can help your teams:
- make smarter decisions,
- deliver exceptional customer experiences,
- make your business more agile,
- drive growth.
In this article we will break down into details how Rapidi's HubSpot and Microsoft Dynamics 365 Business Central integration can help your business combine advanced CRM capabilities with a top-tier ERP system.
TANGIBLE BUSINESS BENEFITS
Do you want to improve the collaboration between your sales, marketing and the finance teams? Do you need real-time data synchronisation? And, most importantly, would you like to make it all quicker and with fewer resources?
If the answers are “Yes”, then this integration is for you!
Before we explore what the integration between HubSpot and MS Dynamics 365 involves, how it is done, and the outcomes you may expect, let’s first discuss what benefits you get from it.
- Unified customer view. Seamlessly integrate marketing, sales, and financial data to create a panoramic and comprehensive view of your customers.
- Improved data accuracy. Minimise data entry errors and inconsistencies by establishing a single, reliable source of truth across your systems.
- Empowered sales teams. Equip your sales professionals with swift access to critical financial information, including invoice statuses and payment histories. This knowledge will help them manage customer relationships more effectively and close deals with confidence.
- Enhanced operational efficiency. Automate key business processes, from lead-to-cash to quote-to-cash workflows, reducing manual tasks and boosting overall efficiency.
- Data-driven reporting and insights. Combine data from both systems to generate comprehensive reports and insights, illuminating pathways to smarter business choices.
SYNCHRONISATION POSSIBILITIES
You can synchronise various data sets between MS Dynamics 365 and HubSpot.
CUSTOMERS AND COMPANIES
Sync customer and company data in real-time between HubSpot and MS Dynamics 365 Business Central, ensuring consistency and accuracy across platforms.
CONTACTS
Transfer contacts from HubSpot to MS Dynamics 365 Business Central by selecting specific contact properties to ensure real-time data synchronisation. You can designate either HubSpot or MS Dynamics 365 Business Central as the primary system of record or opt for a bi-directional data sync, which enables seamless transfer and updates of contact information between the two platforms.
SALES ORDERS AND DEALS
Sync your HubSpot deals and automatically generate sales orders in MS Dynamics 365 Business Central. With a consolidated dashboard view, you can quickly assess the status of your deals in HubSpot. This integration simplifies reporting between your marketing and sales teams, ensuring a closed-loop process.
PRODUCTS AND ITEMS
Easily synchronise your items in MS Dynamics 365 Business Central with your products in HubSpot.
PRODUCT PRICES AND ITEM PRICES
Easily and conveniently transfer item prices from MS Dynamics 365 Business Central to HubSpot.
SALES ORDERS AND ORDERS
Synchronise the MS Dynamics 365 Business Central Sales Orders to Hubspot Orders and easily send any bi-directional updates between the two systems to keep your orders up to date.
POSTED SALES INVOICES AND SALES INVOICES
Synchronise the posted sales invoices from MS Dynamics 365 Business Central into HubSpot's custom objects for posted sales invoices with ease.
STANDARD AND CUSTOM OBJECTS
Apart from the standard setup, you can synchronise additional objects, including credit memos, attachments, (engagements) activities, and more. Also, custom objects can be included in the integration scope, allowing seamless transfer of data between HubSpot and MS Dynamics 365 Business Central.
Here is a typical scenario showing the power of the HubSpot – MS Dynamics 365 Business Central integration:
INTEGRATION EXAMPLE
To illustrate the power of integrating HubSpot with Microsoft Dynamics 365 Business Central, here is an example of how you can boost your sales efficiency.
Imagine this: a lead converts into a contact and then becomes a customer in HubSpot.
If you have the data integration solution by Rapidi, you are able to automatically generate a corresponding customer record and sales order in MS Dynamics 365 Business Central.
You can also sync your sales orders created in MS Dynamics 365 with your deals in HubSpot. This allows your sales teams to track the status and revenue of orders in HubSpot.
Additionally, both sales and support teams can use HubSpot to access customer purchase history and financial data, which leads to improved customer service and quicker issue resolution.
Not only does this create a comprehensive view of the entire sales process, but also helps you manage the customer journey from a single source of truth.
FEATURES AND OUTCOMES OF RAPIDI’S DATA INTEGRATION SOLUTION
When it comes to integrating HubSpot with MS Dynamics 365 Business Central, there are several key features that you can expect from Rapidi's data integration solution.
Let's take a look at what these features have to offer:
- Data sync
You can automatically synchronise various types of data, including customer data, contacts, companies, deals, products, prices, and sales activities.
Outcome: Both systems stay up to date with the latest information.
- Bi-directional sync
The integration enables bi-directional synchronisation. This means that any updates or changes in customer information, sales data, contacts, customers, sales orders, items, item prices, and posted sales invoices will be reflected in both HubSpot and MS Dynamics 365 Business Central.
Outcome: All data is consistent across platforms and everyone has access to the most accurate information.
- Sales order creation in MS Dynamics 365
You can easily create sales orders in MS Dynamics 365 Business Central directly from the deals registered in HubSpot.
Outcome: A unified sales process without having to switch between platforms.
- Custom field mappings
Create custom field mappings or modify existing ones to suit your business needs.
Outcome: Your data is always organised according to your unique requirements.
- Closing the entire sales cycle loop
The information in HubSpot, such as contact, company, and deal information, can be easily pushed to MS Dynamics 365 Business Central as customers, contacts, and sales orders. Also, you can push back sales orders and create posted sales invoices to HubSpot, closing the entire sales cycle loop.
Outcome: Both the sales and accounting teams are dealing with up-to-date information at all times.
- Sales and financial alignment
Integrate sales orders and invoices from MS Dynamics 365 Business Central with deals and contacts in HubSpot.
Outcome: A comprehensive overview of customer interactions and financial transactions, ensuring sales and financial alignment.
- Automation
Automate workflows, such as updating records, triggering notifications, or creating tasks based on changes in either system.
Outcome: Enhanced efficiency and less manual effort required from your teams.
PRACTICAL GAINS BEHIND RADIPI’S DATA INTEGRATION SOLUTION
What’s in it for you, you ask? And how can Rapidi elevate your experience?
Let’s zoom in on how you can benefit from Rapidi’s HubSpot – MS Dynamics 365 Business Central integration.
EASE OF USE AND DEPLOYMENT
Rapidi's intuitive configuration interface makes the integration easy to set up. And our pre-built template provides an excellent starting point for your integration, which can be easily extended to meet your integration requirements.
COMPLETE OVERVIEW OF THE SALES CYCLE
Your sales teams get quick access to valuable customer information, no matter where and when, and respond quickly without any delays. Meanwhile, you get a complete view of each prospect's journey and come up with more targeted sales efforts.
CUSTOMISABLE TO YOUR NEEDS
The standard integration comes with a ready-to-use template that jumpstarts your project. You can adjust your integration setup to fit your needs, define additional fields, and create new items in the system. The solution’s flexible structure, deployment options, and pricing levels allow you to tailor it to your budget, team size, and your KPIs.
ENHANCED CUSTOMER SERVICE EXPERIENCE
The data available in both systems makes it easy to gather an extensive database on each customer and their buying history. This way your customer service team can handle each interaction personally, providing more personalised solutions and improving the overall customer experience.
INCREASED PRODUCTIVITY AND OPERATIONAL EFFICIENCY
Your employees can access nearly any type of data they need, which helps them work more efficiently and reduces downtime spent on searching for information. They can make more, better-informed decisions and have all the tools and insights they need at their disposal – all in one place.
SCALABILITY
The integration can be easily scaled up or down based on your current or future team size, budget, and workload.
REASONS TO OPT FOR RAPIDI’S DATA INTEGRATION SOLUTION
As one of the top ERP to CRM iPaaS (Integration Platform as a Service) solutions, Rapidi’s data integration solution offers an intuitive, no-code solution to connect your CRM and ERP platforms.
- It largely reduces the time and resources used to keep your systems synchronised by simplifying the data sync between MS Dynamics 365 Business Central and HubSpot.
- It improves productivity and ensures your sales and accounting teams are provided with precise, current information to make appropriate and effective decisions.
- It takes care of all the data synchronisation hassle, while you focus on optimal performance and growing your business.
In conclusion, integrating HubSpot with MS Dynamics 365 Business Central gives you streamlined data synchronisation, improved sales and financial alignment, and enhanced automation.
Want to get started with Rapidi’s HubSpot and MS Dynamics 365 Business Central integration?
Schedule your demo today! or
Watch the replay of our webinar on how to integrate HubSpot with MS Dynamics 365 Business Central!
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