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Centralising Data & Processes: Business Central X HubSpot Integration

Tamryn Waters | 4 July 2024

MD Central

For many, integrating Microsoft Business Central with HubSpot has become a solution when aiming to bridge the gap between their Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems in order to streamline internal processes, improve customer connections and drive growth. This CRM + ERP integration goes beyond just automation; it unlocks a new level of efficiency and insight, propelling businesses forward.

As we take a closer look at Microsoft Business Central and HubSpot integrations, we'll explore the benefits and how Struto can assist you on this journey to transform your business operations.

MD Central x HS

Microsoft Business Central and its Benefits

Microsoft Business Central is an all-in-one business management solution designed for small to medium-sized enterprises (SMEs). It is designed for companies that are growing and need a scalable solution to manage increasing business complexity.

It is part of the Microsoft Dynamics 365 suite of business applications and integrates various functionalities to streamline business processes.

Microsoft Dynamics 365 Business Central provides comprehensive business management tools that cover financials, sales, services, and operations. It integrates seamlessly with other Microsoft products, such as Office 365, and CRM systems such as HubSpot, providing a unified platform for business operations. The platform is designed to grow with your business, offering flexibility and scalability as your business needs evolve.

Business Central can be customised to meet the specific needs of various industries through extensions and add-ons. It can be deployed either in the cloud or on-premises, offering flexibility based on your company’s IT strategy.

Analytics 3

Key Features of Microsoft Dynamics 365 Business Central
  • Financial Management: General ledger, accounts receivable/payable, fixed assets, and cash flow management.
  • Sales and Service: Sales order processing, customer relationship management (CRM), service management.
  • Supply Chain Management: Inventory control, purchasing, and vendor management.
  • Project Management: Job costing, resource management, time sheets.
  • Manufacturing: Production orders, bill of materials, capacity planning.
  • Reporting and Analytics: Real-time data insights, reporting, and dashboards.

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Benefits of Microsoft Business Central
  • Efficiency: Streamlines business processes, reducing manual tasks and improving productivity.
  • Data-Driven Decisions: Provides real-time insights and analytics to help make informed decisions.
  • Improved Collaboration: Accelerates collaboration through integration with other Microsoft products and tools.
  • Customisation and Flexibility: Easily customisable to fit unique business needs and industry requirements.
  • Regulatory Compliance: Helps businesses stay compliant with local regulations and standards.

In a nutshell, Microsoft Business Central is a versatile and comprehensive business management solution that can significantly benefit SMEs across various industries by enhancing efficiency, providing valuable insights, and supporting business.

Analytics 1

Integrating HubSpot CRM with MS Dynamics 365 Business Central ERP

HubSpot offers a powerful arsenal of customer relationship management tools to centralise your data and streamline business operations from a single source of truth. Integrating your Business Central ERP with HubSpot CRM enables you to streamline your operations by synchronising data between your sales and marketing activities managed in HubSpot and your financial and operational data in Business Central.

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How to Integrate HubSpot with Microsoft Business Central

There are various methods to integrate HubSpot with MS Business Central. Firstly, you could choose to use a third-party connector, such as Zapier, to facilitate the connection.

Secondly, there are dedicated integration apps available on platforms like Microsoft AppSource and the HubSpot Marketplace that can be used to connect the two systems seamlessly.

Furthermore, you may opt to create a custom integration using APIs provided by both HubSpot and Business Central. This approach requires more technical expertise but can be tailored to specific business needs. Struto provides a custom integration solution called CORE, which enables you to connect HubSpot to just about anything.

Microsoft Business Central to HubSpot Integration Features

Features infographic

  • Data Synchronisation: Automatically sync customer data, contacts, companies, deals, and sales activities between HubSpot and Business Central.
  • Bi-Directional Sync: Ensure that any updates in customer information or sales data in one system are reflected in the other, maintaining data consistency across platforms.
  • Sales and Financial Alignment: Link sales orders and invoices from Business Central with deals and contacts in HubSpot for a complete view of customer interactions and financial transactions.
  • Automation: Automate workflows to update records, trigger notifications, or create tasks based on changes in either system, enhancing efficiency and reducing manual effort.

Benefits of Integrating HubSpot with Business Central
  • Unified Customer View: Gain a 360-degree view of your customers by combining marketing, sales, and financial data.
  • Improved Data Accuracy: Reduce data entry errors and inconsistencies by maintaining a single source of truth across systems.
  • Enhanced Sales Efficiency: Sales teams can access financial information directly from HubSpot, such as invoice status or payment history, improving their ability to manage customer relationships and close deals.
  • Streamlined Processes: Automate key business processes, such as lead-to-cash workflows, reducing manual tasks and increasing operational efficiency.
  • Informed Reporting and Insights: Combine data from both systems to generate comprehensive reports and insights, helping to make informed business decisions.

MD Central x HS infographic

A typical scenario showing the power of HubSpot + Business Central Integration

The potential of the HubSpot to MS Business Central integration lies in the ability to manage the customer journey from a single source of truth. Imagine the moment where a lead converts into a customer in HubSpot. With a custom integration in place, a corresponding customer record and sales order is automatically created in Business Central.

Sales orders created in Business Central can also be synced to deals in HubSpot, allowing sales teams to track order status and revenue.

Furthermore, support teams can access customer purchase history and financial data in HubSpot to provide better service and resolve issues faster and more effectively.

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To Summarise...

By integrating HubSpot CRM with Business Central ERP, you can enhance your operational efficiency, improve data accuracy, and gain deeper insights into your customer relationships and financial performance.

Visit our HubSpot integration product page and learning centre to find out more about our integration solution, CORE. Or feel free to contact one of our expert advisors to chat about your integration requirements to streamline your business operations.

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From educational pieces to comparison articles to hot off-the-press news all from the Struto universe.