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Want to connect your sales and business tools? Rapidi's integration lets you easily link HubSpot with Microsoft Business Central so all your customer and business data work together smoothly in one place.
If you need to integrate your HubSpot CRM with your MS Dynamics 365 Business Central ERP (or any other ERP) but don't know how, then join us for our upcoming event on how to connect your HubSpot with MS Dynamics 365 Business Central
If you want your business to run like a well-oiled machine, every department should be working in harmony and have an uninterrupted connection.
One way to achieve that is to integrate your Customer Relationship Management (CRM) solution with your Enterprise Resource Planning (ERP) system.
This integration creates an uninterrupted flow of information across your entire company – from sales, marketing, and customer service to finance and operations.
Killing silos and providing a 360-degree view of your customers and processes, the CRM-ERP integration can help your teams:
In this article we will break down into details how Rapidi's HubSpot and Microsoft Dynamics 365 Business Central integration can help your business combine advanced CRM capabilities with a top-tier ERP system.
Do you want to improve the collaboration between your sales, marketing and the finance teams? Do you need real-time data synchronisation? And, most importantly, would you like to make it all quicker and with fewer resources?
If the answers are “Yes”, then this integration is for you!
Before we explore what the integration between HubSpot and MS Dynamics 365 involves, how it is done, and the outcomes you may expect, let’s first discuss what benefits you get from it.
You can synchronise various data sets between MS Dynamics 365 and HubSpot.
Sync customer and company data in real-time between HubSpot and MS Dynamics 365 Business Central, ensuring consistency and accuracy across platforms.
Transfer contacts from HubSpot to MS Dynamics 365 Business Central by selecting specific contact properties to ensure real-time data synchronisation. You can designate either HubSpot or MS Dynamics 365 Business Central as the primary system of record or opt for a bi-directional data sync, which enables seamless transfer and updates of contact information between the two platforms.
Sync your HubSpot deals and automatically generate sales orders in MS Dynamics 365 Business Central. With a consolidated dashboard view, you can quickly assess the status of your deals in HubSpot. This integration simplifies reporting between your marketing and sales teams, ensuring a closed-loop process.
Easily synchronise your items in MS Dynamics 365 Business Central with your products in HubSpot.
Easily and conveniently transfer item prices from MS Dynamics 365 Business Central to HubSpot.
SALES ORDERS AND ORDERS
Synchronise the MS Dynamics 365 Business Central Sales Orders to Hubspot Orders and easily send any bi-directional updates between the two systems to keep your orders up to date.
Synchronise the posted sales invoices from MS Dynamics 365 Business Central into HubSpot's custom objects for posted sales invoices with ease.
Apart from the standard setup, you can synchronise additional objects, including credit memos, attachments, (engagements) activities, and more. Also, custom objects can be included in the integration scope, allowing seamless transfer of data between HubSpot and MS Dynamics 365 Business Central.
Here is a typical scenario showing the power of the HubSpot – MS Dynamics 365 Business Central integration:
To illustrate the power of integrating HubSpot with Microsoft Dynamics 365 Business Central, here is an example of how you can boost your sales efficiency.
Imagine this: a lead converts into a contact and then becomes a customer in HubSpot.
If you have the data integration solution by Rapidi, you are able to automatically generate a corresponding customer record and sales order in MS Dynamics 365 Business Central.
You can also sync your sales orders created in MS Dynamics 365 with your deals in HubSpot. This allows your sales teams to track the status and revenue of orders in HubSpot.
Additionally, both sales and support teams can use HubSpot to access customer purchase history and financial data, which leads to improved customer service and quicker issue resolution.
Not only does this create a comprehensive view of the entire sales process, but also helps you manage the customer journey from a single source of truth.
When it comes to integrating HubSpot with MS Dynamics 365 Business Central, there are several key features that you can expect from Rapidi's data integration solution.
Let's take a look at what these features have to offer:
What’s in it for you, you ask? And how can Rapidi elevate your experience?
Let’s zoom in on how you can benefit from Rapidi’s HubSpot – MS Dynamics 365 Business Central integration.
Rapidi's intuitive configuration interface makes the integration easy to set up. And our pre-built template provides an excellent starting point for your integration, which can be easily extended to meet your integration requirements.
Your sales teams get quick access to valuable customer information, no matter where and when, and respond quickly without any delays. Meanwhile, you get a complete view of each prospect's journey and come up with more targeted sales efforts.
The standard integration comes with a ready-to-use template that jumpstarts your project. You can adjust your integration setup to fit your needs, define additional fields, and create new items in the system. The solution’s flexible structure, deployment options, and pricing levels allow you to tailor it to your budget, team size, and your KPIs.
The data available in both systems makes it easy to gather an extensive database on each customer and their buying history. This way your customer service team can handle each interaction personally, providing more personalised solutions and improving the overall customer experience.
Your employees can access nearly any type of data they need, which helps them work more efficiently and reduces downtime spent on searching for information. They can make more, better-informed decisions and have all the tools and insights they need at their disposal – all in one place.
The integration can be easily scaled up or down based on your current or future team size, budget, and workload.
As one of the top ERP to CRM iPaaS (Integration Platform as a Service) solutions, Rapidi’s data integration solution offers an intuitive, no-code solution to connect your CRM and ERP platforms.
In conclusion, integrating HubSpot with MS Dynamics 365 Business Central gives you streamlined data synchronisation, improved sales and financial alignment, and enhanced automation.
Want to get started with Rapidi’s HubSpot and MS Dynamics 365 Business Central integration?
Schedule your demo today! or
Register for our upcoming webinar on how to integrate HubSpot with MS Dynamics 365 Business Central!
How does the Microsoft Dynamics 365 Business Central HubSpot integration help users?
The integration supports users in having a seamless experience by synchronising data between the two platforms. As a result, the information provided is updated with minimal manual data entry. This integration further fosters better collaboration between the sales and marketing teams.
What are the things to be taken care of before the integration process is set up?
Some of the best practices that can be considered are data mapping, the volume of data to be synced, and any specific customisation requirements. Also, it is necessary to check that both systems are properly configured to undergo the entire process of integration.
What are the actions that can be automated with HubSpot Business Central integration?
The following are some of the types of actions that can be automated with the Microsoft Dynamics 365 Business Central and HubSpot Integration:
1) Account Management
2) Synchronisation of contact data
3) Updating sales orders
4) Pushing sales orders and posted sales invoices back to Hubspot.
This helps to streamline the process, thus improving the efficiency of all business operations. Leads captured in your HubSpot account are easily and automatically synced with Microsoft Dynamics 365 Business Central so that your sales team can take action quickly on new deals and opportunities, ensuring a consistent follow-up process on deal activity, for example.
What are all the apps supported in Microsoft Dynamics that can be integrated with HubSpot?
Some examples of the Microsoft Dynamics Apps that can integrate with HubSpot are Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 Finance, Microsoft Dynamics 365 Sales, Microsoft Dynamics CRM (customer relationship management), Microsoft Dynamics NAV, GP & AX.
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