HubSpot CRM-Microsoft Dynamics 365 Business Central Integration
Direct integration between HubSpot and Business Central, so sales and finance work from the same companies, deals, orders and invoices. Configured on screen, not written in code, and no HubSpot Data Hub subscription needed.
Automate the order to cash process
Connect HubSpot with Microsoft Dynamics 365 Business Central to turn won deals into sales orders, keep companies and customers aligned, and send order and invoice history back to the CRM. Companies, contacts, products, prices, deals, orders and posted sales invoices are in the standard template.
Send deals to Business Central
When a HubSpot deal is marked Closed Won, it goes to Business Central as a sales order, with its line items, discounts and customer data. No re-keying in either system.
Keep companies and customers in step
HubSpot companies and Business Central customers sync both ways, and contacts can run one way or both, so you decide which system is the record for each.
Return orders and invoices
Business Central sales orders update HubSpot orders, and posted sales invoices land in a HubSpot custom object, so the company record shows order and invoice status.
What you can integrate
These objects are mapped in the standard template. Any table can be integrated in any direction.
HubSpot
Direction
Business Central
Companies
Customers
Contacts
Contacts
Products
Items
Product prices
Item prices
Deals
Sales orders
Orders
Sales orders
Sales invoices
Posted sales invoices
Any object, standard or custom
Any object, standard or custom
Get the template
You start from the template built for this pair rather than a blank canvas. Authorise HubSpot from MyRapidi, connect Business Central over OData, then map the fields your business actually uses on screen. Add custom fields and objects, and switch off the parts of the standard you do not need.
Integration features
Built for one pair of systems rather than assembled from a toolkit, and specified so a technical buyer can qualify it before the first call.
Pre-built pair template
A template built for HubSpot and Business Central specifically, not a generic connector you assemble yourself. Companies, contacts, products, prices, deals, orders and posted sales invoices are mapped before you start.
Timing you set per schedule
Transfers are grouped into schedules, and each schedule has its own order, frequency and notification rules: daily, hourly, every 10 minutes, 5 minutes, 1 minute or triggered, depending on your subscription.
Bidirectional over OData
Business Central supports reading and writing over OData, including insert, update and delete. Data moves both ways rather than one system dictating to the other.
Failed transfer reporting
When a transfer fails, Rapidi emails you, and the log records every schedule and transfer run. The Rapidi wiki lists the HubSpot errors you are most likely to meet, from duplicate records to rate limits.
Reaches systems inside your network
Business Central online connects directly over OData. For a local installation, or an Azure instance you control, the RapidiConnector runs inside your network and connects out to Rapidi, so Business Central is never opened to the internet.
Access you authorise
You connect HubSpot from MyRapidi with Authorize, signing in to HubSpot and choosing the account yourself. Business Central signs in through an app you register in your own Microsoft Entra ID, with admin consent and a client secret you control.
What the setup needs on each side
The standard solution is designed to change as little as possible in HubSpot and Business Central. These are the few things it does need.
- An ExternalID field on the Business Central customer, contact and item cards, which stores the HubSpot record ID. You can use an existing field instead of creating one.
- An ExternalID field on HubSpot companies and contacts, which stores the Business Central customer or contact number.
- The Rapidi custom objects for posted sales invoices and posted sales invoice lines, uploaded to HubSpot.
- A HubSpot workflow that puts the deal ID on the deal's line items, so the order header and lines travel to Business Central together. Rapidi provides the workflow details and the code.
- Publishing the Business Central system audit fields is recommended, so the timestamps act as source control and only new and changed records move.
- No HubSpot Data Hub subscription, formerly Operations Hub.
Eight transfers, and what each one does
The seven transfers in the standard template, plus the extra objects you can add, and why each one earns its place.
1. Company to Customer
Companies and customers sync both ways, and the Business Central customer number is kept in HubSpot. A company created or updated in HubSpot creates or updates the customer in Business Central.
2. Contact to Contact
Contacts sync and are linked to the right customer. Pick HubSpot or Business Central as the system of record, or sync both ways.
3. Item to Product
Items move from Business Central to HubSpot products, so the HubSpot product catalogue stays aligned with the Business Central item list.
4. Item price to Product price
Item prices move from Business Central to HubSpot, so quotes reflect the pricing rules set in the ERP.
5. Deal to Sales order
A won deal becomes a sales order in Business Central, with line items, discounts and customer data. Sales stays in HubSpot, and finance gets the order without re-keying.
6. Sales order to Order
Business Central sales orders sync to HubSpot orders, and updates flow both ways, so the order number, amount and status show on the company.
7. Posted sales invoices
Posted sales invoices move from Business Central into the HubSpot custom object for posted sales invoices, so sales sees invoice history without asking finance.
8. Credit memos and more
Beyond the standard template you can add credit memos, attachments, engagement activities and custom objects, in either direction.
Quick facts about the solution
| Feature | Description |
|---|---|
| HubSpot | All editions supported. No HubSpot Data Hub subscription required, which saves you that cost. |
| HubSpot connection | Authorised from MyRapidi: you sign in to HubSpot, choose the account, then test the connection and read its design. |
| Business Central API and access | OData for read and write, including insert, update and delete, with OAuth2 through Microsoft Entra ID. |
| Data transfer | Data is SSL encrypted, packed and compressed by the RapidiConnector. |
| Security | Encryption follows the current TLS standards, TLS 1.2 and TLS 1.3 preferred. |
| IP address and firewall | No fixed IP addresses, and no inbound ports opened on your firewall. |
| Read design | One-click database read, so any table or field can be mapped and synchronised. |
| StoreNewID | Simplifies the pairing of synchronised records in the two systems. |
| Timestamp and Mirror | Timestamps act as source control for new and updated records. Where no timestamp exists, Mirror technology moves only new or modified data. |
| Transfer frequency | Daily, hourly, 10 minutes, 5 minutes, 1 minute, or triggered, depending on subscription level. |
| Advanced data toolbox | Excel-syntax formulas to align formats and field structures. Ready-made formulas ship in the standard templates. |
| HubSpot filters | Up to 5 filters per transfer, source control included. The limit is set by HubSpot. |
| Notifications and logs | Email notification when a transfer has errors. Rapidi records detailed information about every schedule and transfer, and no customer data. |
| AI agent | Albert, the Rapidi AI agent, assists with your integration setup and can perform tasks on it. |
Get the fact sheet
The HubSpot and Microsoft Dynamics 365 Business Central integration on 6 pages: the key benefits, the object map with directions, the supported versions and the technical quick facts.
One short form, the PDF on the next page.
Security and deployment
Your systems are never exposed to the outside world.
- Business Central online connects directly over OData. Local Business Central, or an Azure instance you control, goes through the RapidiConnector, which sits inside your network and compresses, packs and encrypts data before it leaves.
- Encryption follows the current TLS standards, TLS 1.2 and TLS 1.3 preferred. You can use your own SSL certificate.
- One outbound port. No fixed IP addresses, and no inbound ports opened on your firewall.
- Data is processed end point to end point in memory. No customer data is stored on any Rapidi server, and configuration data is stored encrypted.
- Rapidi monitors your setup and contacts you when a server stops responding or invalid data is being exchanged.
- The connector protocol strips metadata and sends compressed binary, cutting data volume by up to a factor of 50: roughly 20 bytes per customer record instead of 1000.
What we support
HubSpot editions
All editions, including Sales Hub, Marketing Hub and Service Hub. No Data Hub subscription needed.
Business Central versions
All versions and releases of Dynamics 365 Business Central, plus earlier versions including Dynamics NAV.
Deployment types
Business Central online, hosted by Microsoft, on premises, or in an Azure instance you control.
Business Central data inside HubSpot
Posted sales invoices and their lines arrive in Rapidi custom objects in HubSpot, and Business Central sales orders update HubSpot orders. The company record shows order number, amount and status, and invoice history, so sales can answer billing questions without asking finance.
Because the data sits in HubSpot, you can report on pipeline next to revenue from Business Central, and support teams see purchase history on the record.
Rated by the people who run it
Scores from the review sites your own procurement team will check.
4.95
Salesforce AppExchange
out of 5, from 62 reviews
4.8
G2
out of 5, from 5 reviews
5.0
Capterra
out of 5, from 5 reviews
Customer success stories
See what our customers have to say
Companies running their CRM alongside Microsoft Dynamics on Rapidi's standard templates.
Integration specialists since 1987
Rapidi is data integration and replication software for Microsoft Dynamics, Salesforce and HubSpot. Microsoft partner since 1987 and Salesforce partner since 2007, with 56 documented connectors and integration and replication in the same product. The company builds the templates, runs the support, and answers the phone.
Frequently asked questions
Do we need HubSpot Data Hub to integrate with Business Central?
No. Rapidi's integration works without a HubSpot Data Hub subscription, formerly Operations Hub, which saves you that cost.
Which HubSpot editions and Business Central versions does the integration support?
All HubSpot editions, including Sales Hub, Marketing Hub and Service Hub. On the Business Central side, all versions and releases, plus earlier versions including Dynamics NAV, online, on premises or in an Azure instance you control.
What data does the standard template move?
Companies to customers, contacts, items to products, item prices to product prices, deals to sales orders, sales orders to orders, and posted sales invoices back to HubSpot. Any other object, standard or custom, can be added in any direction.
Does the data move both ways?
Yes, where you want it to. Companies, contacts and orders can sync both ways, items, prices and posted invoices go from Business Central to HubSpot, and won deals go to Business Central as sales orders. The direction is chosen transfer by transfer.
Do we have to add fields to HubSpot or Business Central?
A few. An ExternalID field on the Business Central customer, contact and item cards and on HubSpot companies and contacts, the Rapidi custom objects for posted sales invoices in HubSpot, and a HubSpot workflow that puts the deal ID on line items. Rapidi provides the workflow details and code.
How often does the data sync?
On the schedule you set: daily, hourly, every 10 minutes, 5 minutes, 1 minute or triggered, depending on the subscription plan.
Do we need to open our firewall for on-premise Business Central?
No. The RapidiConnector sits inside your network and uses one outbound port, with no fixed IP addresses and no inbound ports. Traffic is encrypted with TLS 1.2 or 1.3. Business Central online connects directly over OData.
How are duplicate records avoided?
Records are matched on the IDs each system gives them. When Rapidi creates a record, the new ID is written back to the ExternalID field in the other system, so the pair stays linked on every later run.
Is our data stored on Rapidi servers?
No. Data is processed end point to end point in memory. No customer data is stored on any Rapidi server, configuration data is stored encrypted, and the logs record every schedule and transfer without holding customer data.
Does the sales team need a Business Central licence?
Often not. Deals become sales orders in Business Central automatically, and orders and posted invoices come back to HubSpot, so many users do not need both HubSpot and Business Central.
Ready to connect HubSpot and Business Central?
Tell us which HubSpot hubs you use and your Business Central version, and we will tell you plainly what the template covers and what it costs.