HubSpot Integration with Business Central
Connect HubSpot CRM with Microsoft Dynamics 365 Business Central to align marketing, sales and financial data across your organisation.
Why Integrating HubSpot with Business Central Matters
HubSpot provides visibility into leads, marketing campaigns and sales activity. Business Central governs financial transactions, invoicing and revenue recognition.
When these systems operate independently:
Marketing metrics are disconnected from revenue outcomes
Customer records become duplicated
Quotes require manual recreation in ERP
Sales teams lack visibility into invoice or payment status
Reporting between CRM and finance does not align
As businesses scale, the gap between CRM activity and financial reality becomes more visible.
Integration ensures lifecycle stages and revenue data are aligned.
What a HubSpot–Business Central Integration Enables
A structured integration can support:
Contact and company synchronisation
Deal-to-quote workflows
Quote and order creation alignment
Product and pricing synchronisation
Revenue reporting alignment
Invoice and payment status visibility in HubSpot
Marketing-to-revenue attribution clarity
The objective is to connect marketing performance with financial outcomes.
What Can Be Synced
HubSpot → Business Central
Contacts
Companies
Deals
Quotes
Orders
Business Central → HubSpot
Products
Pricing
Order status
Invoice status
Payment updates
Synchronisation can be configured as:
Real-time
Scheduled
Event-driven depending on operational needs
Important Considerations for HubSpot Integrations
Lifecycle & Revenue Alignment
Mapping HubSpot lifecycle stages to Business Central financial transitions.
Customer Record Ownership
Defining which system governs master customer data creation.
Pricing & Product Synchronisation
Ensuring product lists and pricing align across systems.
Marketing Attribution
Maintaining visibility from campaign activity through to recognised revenue.
Data Governance
Preventing duplicate records and ensuring secure data flow.
HubSpot integrations are often focused on improving clarity between marketing, sales and finance.
People Also Ask
Can deals in HubSpot create sales orders in Business Central?
Yes — structured workflows can transition deals into ERP orders.
Can invoice status be visible in HubSpot?
Yes — invoice and payment updates can be synchronised.
Which system should own customer creation?
This depends on operational design, but governance rules must be clearly defined.
Does integration support subscription models?
Yes — subscription or recurring revenue models can be mapped appropriately.
Is real-time integration necessary?
Not always — the correct model depends on operational needs and transaction volume.
Planning a HubSpot Integration?
If you're looking to align marketing performance with financial visibility, we can design a HubSpot integration tailored to your Business Central environment.
