Business Central + HubSpot — your ERP and CRM speaking the same language
Sales closes a deal in HubSpot. Finance processes it in Business Central. If those two events aren’t connected, someone is doing double entry.
Sales data and financial data living in separate worlds
Business Central manages your customers, invoices, and sales orders. HubSpot manages your pipeline, contacts, and deal progression. The problem is simple: when a deal closes in HubSpot, someone has to manually create the customer and sales order in Business Central. When a payment lands in Business Central, nobody in sales knows about it unless someone sends an email.
The result is duplicated data entry, mismatched records, and a constant gap between what sales thinks has happened and what finance has actually processed. Reporting requires manual reconciliation. Customer records drift apart. Errors compound.
Your CRM and your ERP are both correct — they just disagree. That disagreement is costing you time, accuracy, and trust in your own data.
Contacts, customers, and sales orders — synchronised across both platforms
We build a custom integration between Business Central and HubSpot that keeps your commercial and financial data aligned. The sync direction, field mappings, and business rules are configured to match your specific workflows — not a one-size-fits-all connector.
Contact & Customer Sync
When a deal closes in HubSpot, the customer record is created or updated in Business Central automatically. When finance updates payment terms or credit limits, those changes flow back to the CRM. One record, two systems, always current.
Sales Order & Deal Sync
Closed deals in HubSpot generate sales orders in Business Central. Order status, invoice state, and payment confirmation flow back into HubSpot so sales and account management always see the financial picture alongside the relationship.
Deals close in HubSpot and sales orders appear in Business Central — no rekeying.
Finance sees which deals have closed. Sales sees which invoices have been paid.
Customer records stay aligned across both systems automatically.
Your commercial engine and your financial engine run on the same data, not parallel versions of it.
Mid-market businesses running Business Central alongside HubSpot
This integration is for organisations where Business Central is the financial backbone — wholesalers, manufacturers, professional services firms, and growing businesses that need their ERP and CRM to operate as one system rather than two.
If your finance team is rekeying data that sales already entered, or your sales team has no visibility into invoice and payment status, this is the integration that closes the loop.
Let’s connect Business Central to your revenue engine
Book a discovery call. We’ll map where your current systems are costing you visibility, speed, or revenue — and show you how to fix it.