HubSpot Microsoft Business Central Integration

Connect Microsoft Business Central with HubSpot

Fully Secure Integration

Scalable & Fast

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Examples of Integration Workflow Triggers and Actions

New Customer Created

Triggered when a new customer is created in Microsoft Business Central, initiating actions in HubSpot such as creating a new contact record or updating contact properties.

Invoice Sent

Activated when an invoice is sent from Microsoft Business Central, triggering actions in HubSpot for updating deal stages, sending follow-up emails, or creating tasks for sales reps.

Payment Received

Fires when a payment is received in Microsoft Business Central, enabling automated actions in HubSpot such as updating deal amounts, marking deals as won, or triggering thank-you emails.

High-Value Customer Identified

Triggered when a customer is identified as high-value based on financial data in Microsoft Business Central, prompting actions in HubSpot for personalized marketing and sales outreach.

Add Customer Details to HubSpot Contact

This action adds customer details, such as contact information and purchase history, to the corresponding contact record in HubSpot, enriching customer profiles for targeted marketing efforts.

Create Task for Customer Follow-Up

Enables the creation of follow-up tasks in HubSpot based on customer interactions and financial transactions in Microsoft Business Central, ensuring timely response and engagement.

Find or Create Contact from Customer Data

Searches for a contact in HubSpot based on customer data from Microsoft Business Central. If not found, it creates a new contact record, maintaining data integrity and completeness.

Update Contact Properties from Financial Transactions

Updates contact properties in HubSpot based on financial transactions completed in Microsoft Business Central, facilitating segmentation and personalization based on purchase behavior.

Remove Customer Activity from Timeline

This action removes customer activity from the contact timeline in HubSpot, ensuring a clean and focused view of customer interactions and financial transactions.

Create or Update Deal from Customer Interaction

Similar to updating contact information, this action deals with HubSpot deals. It either locates an existing deal or creates a new one based on customer interactions and financial transactions.

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Frequently Asked Questions

The integration streamlines sales and finance integration by synchronizing data between Microsoft Business Central and HubSpot, providing a unified view of customer interactions and financial transactions.
Yes, customer data management processes can be automated by syncing customer information between Microsoft Business Central and HubSpot, ensuring data consistency and accuracy.
The integration enhances sales and marketing alignment by integrating financial data from Microsoft Business Central with customer data in HubSpot, enabling targeted marketing campaigns and personalized sales interactions.
Various triggers and actions such as new customer created, invoice sent, and payment received are available for customer interactions and financial transactions between Microsoft Business Central and HubSpot.
Absolutely! High-value customers can be identified based on financial data in Microsoft Business Central, prompting actions in HubSpot for personalized marketing and sales outreach.
Customer details such as contact information and purchase history are added to corresponding contact records in HubSpot, enriching customer profiles for targeted marketing efforts and personalized communication.
Yes, tasks for customer follow-up and engagement can be created automatically in HubSpot based on customer interactions and financial transactions in Microsoft Business Central, ensuring timely response and engagement.
Contact properties in HubSpot are updated based on financial transactions completed in Microsoft Business Central, facilitating segmentation and personalization based on purchase behavior for more targeted marketing efforts.
Yes, customer activity can be removed from the contact timeline in HubSpot, ensuring a clean and focused view of customer interactions and financial transactions.
The integration contributes to improving sales and finance management efficiency by automating data processes, providing actionable insights, and facilitating better alignment between sales and finance teams, ultimately enhancing overall business performance.