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HubSpot Microsoft Business Central Integration
Connect Microsoft Business Central with HubSpot
Fully Secure Integration
Scalable & Fast
Support Included
Integrations Built by HubSpot Experts
- 10 years of experience building HubSpot integrations and custom apps
- HubSpot Gold Partner with a lot of certifications
- Security-first integrations
Streamlined Sales and Finance Integration
Integrate Microsoft Business Central with HubSpot to synchronize sales and finance data seamlessly, providing a unified view of customer interactions and financial transactions.
Automated Customer Data Management
Automate customer data management processes by syncing customer information between Microsoft Business Central and HubSpot, ensuring data consistency and accuracy across platforms
Enhanced Sales and Marketing Alignment
Align sales and marketing efforts more effectively by integrating Microsoft Business Central's financial data with HubSpot's customer data, enabling targeted marketing campaigns and personalized sales interactions.
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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Nick Gustafson
Senior Marketing Manager
Livetech
It’s hard to find a really good HubSpot developer who is quick to respond, readily available, and always willing to tackle demanding projects with aggressive timelines. HubBase is a truly great HubSpot developer partner. They always deliver quality results on time.
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Marketing Director
AS Advisors Group LLC
Great Work! Really happy with the team at HubBase. They deliver on time and are super responsive. The team takes time to address all of my questions. I will work with them again on my future web development projects!
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Marketing Manager
International TEFL Academy
Top-notch & reliable development work. I have thoroughly enjoyed working with HubBase on various HubSpot development projects over the last few years for our agency clients. They are quick to respond, scope projects, and turnaround demanding tasks.
Jenny Nauman
100 Yards
Quick, Quality Dev Work. I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.
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Director of Digital Strategy
Profile Plan
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Director of Content Marketing
Virsec
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Amobee
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LookingPoint
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Digital Marketing Lead
Dillon Jones, LLC
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Director of Client Services
Illumine8
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Head of US Marketing
Quantilope
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Co-owner
RADCAT
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President
Hale Cosmeceuticals
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Founder & CEO
HubSearch
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Director of Design
Owl Labs
“HubBase is an incredible team. I have used them a few times and they are beyond professional and prompt with their responses and work. I plan on hiring them over and over again. They took our website to another level, and brought new life to it.”
A HubSpot
CMS Client
“HubBase has been our partner for all things HubSpot web development for 4 years. We rely on them as an extension of our team. They deliver projects on time. They also stay on top of HubSpot best practices to ensure our website is scalable and easy to update.”
Lola Feiger
Director of Marketing
ALICE
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Sean Barr
President
LookingPoint
HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign. I highly recommend working with this team.
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CEO & Co-Founder
Perl Street
Excellent web design and web banner design sensibilities. Superlative technical and operational knowledge of HubSpot. Will definitely hire Team HubBase again.
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Creative Director
DONNAN Creative Strategy
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Founding Member
Vendr
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Jenny Nauman
100 Yards
The HubBase team is an absolutely delightful partner to work with. I've had the pleasure of working with them on several website development requests now, and each time they've been able to deliver exactly what we've asked for, and have done so quickly.
L'erin Jensen
Content Manager
Pontera
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Katie Herrmann
Director of Digital Strategy
Profile Plan
HubBase takes a holistic and methodical approach to SEO and understands the role that time and quality of content play in building a strong, consistent brand. They respond to issues quickly and clearly communicate their work, process, and projects.”
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Director of Content Marketing
Virsec
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Design Manager
MED e-care
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Associate Director of Grants
Sustainable Ocean Alliance
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A happy client
From the start, HubBase was responsive to our sense of urgency and we've now engaged them for multiple website rebuilds. They helped us make strategic decisions on how to scale building a library of modules that can be repurposed for other brands. Thank you, HubBase, for your partnership.
Derek Jones
Senior Vice President
Livetech
Got more questions?
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.