Hubspot - MS Dynamics 365 Business Central Integration Solution

By Beate Thomsen, Co-founder & Product Design - July 24, 2024

We are excited to introduce our seamless integration solution that connects Hubspot CRM with Microsoft Dynamics 365 Business Central, enabling smooth data synchronisation between the two powerful platforms. The Rapidi team has been working intensively in the last couple of months to determine best practices and common data flows when needing to integrate those two systems.

What Data can YOU sync between Hubspot and Microsoft Dynamics 365 Business Central?

data flow between hubspot and 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 grasp the status of deals in HubSpot within minutes. 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 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.

Join us for our Webinar on how to integrate Hubspot with MS Dynamics 365 Business Central

If you would like more information about the Hubspot - Dynamics 365 Business Central Integration Solution please don't hesitate to contact us directly and don't miss  and register for our upcoming webinar on How to integrate Hubspot CRM with MS Dynamics 365 ERP

 


About the author

Beate Thomsen, Co-founder & Product Design

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As co-founder of the Rapidi Data Integration platform, Beate has spent over 15 years on its development, building it around her motto: 'keep it simple, functional yet beautiful.'


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