What's New in Rapidi's HubSpot and Dynamics 365 Business Central Integration

November 07, 2026 · Beate Thomsen · Microsoft dynamics integration

This product update covers a brief overview of what the HubSpot - Dynamics 365 Business Central Integration has as an out-of-the-box setup and what we recently added to the standard template setup

What data can you sync between HubSpot and Microsoft Dynamics 365 Business Central?

• Companies & Customers: Keep your customers and companies in sync across both systems with real-time bidirectional sync.
• Contacts: Transfer contacts from HubSpot to Dynamics using any specific contact property and ensure data is synchronized in real time. Designate either HubSpot or Dynamics as the primary system of record or choose a bidirectional data sync.
• Product & Items: Easily synchronize your items from Microsoft Dynamics 365 Business Central to your Products in HubSpot.
• Product Prices & Item Prices: Swiftly transfer Item Prices from Microsoft Dynamics 365 Business Central to HubSpot.
• Deals & Sales Orders: Effortlessly synchronize your HubSpot deals and create them as Sales Orders in Microsoft Dynamics 365 Business Central. With a unified dashboard view, you can quickly grasp the status of deals in HubSpot. This integration facilitates closed-loop reporting between your marketing and sales teams.
• Sales Invoices & Posted Sales Invoices: Easily transfer the available posted sales invoices from Dynamics 365 Business Central into the HubSpot Posted Sales Invoices custom object.
• Any other objects? In addition to the standard setup, you can synchronize any other objects, such as Credit Memos, Attachments, (Engagement) Activities, etc. You can also include any custom object in the integration scope and transfer data to and from HubSpot and Microsoft Dynamics 365 Business Central. Rapidi supports both standard and custom objects.

HubSpot to Dynamics 365 Business Central Integration at a glance

These objects are mapped in the standard template as a starting point. This is a common scenario that we see often, and in many cases it covers most of your needs. However, you can integrate any table in any direction.

What additional setup is possible with the HubSpot to Dynamics 365 Business Central integration

• Shipments: Bring shipment information from Microsoft Dynamics 365 Business Central into HubSpot, so your team can track delivery status in HubSpot.
• Payments & Customer Ledger Entries: Transfer customer ledger entries from Microsoft Dynamics 365 Business Central into HubSpot as Payments, so sales can see when an invoice has been paid without asking finance.
• Subscriptions & Customer Subscription Contracts: Send HubSpot subscriptions to Microsoft Dynamics 365 Business Central and create them as customer subscription contracts, the contract type used by Business Central's Subscription Billing.
• Deals & Customer Subscription Contracts: Synchronize HubSpot deals to Microsoft Dynamics 365 Business Central as customer subscription contracts, so a won subscription deal becomes a contract in Business Central.
• Attachments: Transfer PDF attachments between HubSpot and Microsoft Dynamics 365 Business Central in both directions, so a document attached in one system is available in the other.

Additional integration setup at a glance

Rapidi's HubSpot and Business Central integration now covers shipments, payments, subscriptions, and attachments, in addition to the objects in the standard template.

See the Integration in Action

For a quick walkthrough of how data moves between HubSpot and Microsoft Dynamics 365 Business Central, watch this short demo. It shows how customers, contacts, items, deals, sales orders, and invoices can sync between the two systems.

How to Get Started or Expand Your Integration

If you are an existing customer and want to enable new sync objects, contact your Rapidi account manager or reach out via the Rapidi support page.

If you are evaluating the integration for the first time:

• For full product details, visit the HubSpot CRM Microsoft Dynamics 365 Business Central integration page.
• See the full product details on the HubSpot CRM Microsoft Dynamics 365 Business Central integration page
• Read how HubSpot and Dynamics 365 ERP integration works for a step-by-step setup overview
• Request a demo to walk through the connector with a Rapidi integration specialist

Frequently asked questions

Can sales see in HubSpot whether a Business Central invoice has been paid?

Yes. Posted sales invoices from Business Central already arrive in a Rapidi custom object in HubSpot. With this update, customer ledger entries from Business Central also come into HubSpot as Payments, so sales can see payments in HubSpot without asking finance.

Can a won subscription deal in HubSpot create a subscription contract in Business Central?

Yes. HubSpot subscriptions and deals can now go to Business Central as customer subscription contracts, the contract type used by Business Central's Subscription Billing.

Can documents like invoice PDFs move between HubSpot and Business Central?

Yes. Attachments now sync in both directions as PDF files, so a document attached in one system can be transferred to the other.

We already use Rapidi for HubSpot and Business Central. How do we add the new objects?

They extend the configuration you already run, so you add them without rebuilding what you already sync. Contact Rapidi Support to enable them.

Do the new objects also work with Dynamics 365 Finance?

This update covers the HubSpot and Business Central template. Rapidi's HubSpot and Dynamics 365 Finance integration has its own standard template for companies, contacts, products, prices, deals, orders and posted sales invoices, and you can add other standard and custom objects, one way or both. Ask Rapidi which of the new objects are available for your Finance setup.

Last updated: 7 November 2026