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Business Central + HubSpot Integration
Microsoft Dynamics 365 Business Central is an ERP for finance and operations. Our integration connects customers, person contact cards, sales quotes and quote #s with HubSpot, giving sales, finance and operations a single source of truth.Our Experience
Method: custom build on Karana (iPaaS) — HubSpot is source of truth for CRM data, BC for financials; flows triggered by deal stages and BC status changes.
Built: two-way Companies/Contacts (header-level); HubSpot Deal → BC Sales Quote (auto quote-draft) → Sales Order; Quote# and SO# written back to the deal; auto stage → Closed Won; salesperson-code mapping.
In plain terms: We've built a two-way Business Central–HubSpot integration on our middleware, where HubSpot stays the home for CRM data and Business Central for financials. When a deal reaches the right stage, it creates a draft quote in Business Central, then a sales order — and the quote and order numbers are written back onto the HubSpot deal, which moves itself to Closed Won. Sales and finance stay in step automatically, with no double entry between the two systems.
- ERP
- Two-way sync
Planning a Business Central + HubSpot integration?
Tell us which Business Central systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Tell us which Business Central systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Data Sync Objects
| HubSpot Object | Business Central Object | Direction |
|---|---|---|
| Companies | Customer / Contact Card | Two-way |
| Contacts | Person Contact Card | Two-way |
| Deals | Sales Quote | HubSpot → External |
| Deals | Quote # / Sales Order # | External → HubSpot |
Use Cases
Quote-to-Order Automation
A deal at the right stage creates a draft quote in Business Central, then a sales order — so finance paperwork starts itself instead of being re-keyed from the CRM.
HubSpot Deal → BC Quote → Sales OrderNumbers Written Back
BC quote and order numbers write back onto the HubSpot deal, which moves itself to Closed Won — so sales sees the financial status without opening Business Central.
BC Quote / Order Numbers → HubSpot Deal → Closed WonFinance–Sales Source of Truth
HubSpot stays the home for CRM data and Business Central for financials, kept in sync both ways so the two never drift apart.
HubSpot (CRM) ↔ BC (Financials)Features
- Bi-directional company/contact sync
- Auto quote-draft creation in BC
- Quote & Sales Order number write-back
- Auto stage → Closed Won
- Salesperson mapping
- Built on Karana middleware
Frequently Asked Questions
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How does the Business Central HubSpot integration work?
Business Central is Microsoft's ERP for finance and operations. Karana (UTS iPaaS) orchestrates bi-directional flows triggered by HubSpot deal stages and BC status changes — HubSpot is the source of truth for contacts/companies/deals, BC for financial records.
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What data can I sync between Business Central and HubSpot?
Companies and contacts (two-way, header-level), HubSpot Deals → BC Sales Quotes, and BC Quote/Sales-Order numbers written back to the Deal — with automatic stage progression.
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Can the integration be customized to our Business Central setup?
Yes. We scope trigger stages, field mappings, salesperson-code mapping and financial write-backs to your BC setup.