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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: HubSpot stays the home for your CRM data and Business Central for financials; our middleware keeps them talking. 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.
- 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
HubSpot Deal flows into HubSpot and on to Closed Won.
HubSpot Deal → BC Quote → Sales Order → Closed WonFinance–Sales Source of Truth
Keep HubSpot (CRM) and Business Central (financials) in sync as one source of truth.
HubSpot (CRM) ↔ BC (financials) kept in syncQuote-to-Order Automation
HubSpot Deal flows into HubSpot and on to Closed Won.
HubSpot Deal → BC Sales Quote → Sales Order → Closed WonFeatures
- 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.