Microsoft Business Central
Microsoft Dynamics 365 Business Central is an ERP system for small and medium-sized organizations, and serves business functionalities such as Finance, Sales, Purchasing, Planning, etc. It can be used to manage customers and create quotes, orders, invoices, and more.
HubSpot is a CRM software offering tools for managing leads, customers, and the opportunity pipeline. Mainly used by the Marketing, Sales and Service teams, it can be very helpful for them to have both systems integrated with each other.
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Integration Details
Why integrate them
With an integration, different types of data can be synchronized between MS Business Central and HubSpot. Think of prospects and contacts automatically created in Business Central once they reach a certain stage in HubSpot, or quotes and orders from Business Central synced back to HubSpot. This has multiple advantages, such as:
- Streamlined, more efficient sales processes
- Data consistency across different systems
- Easily accessible customer data from one central location
- More data which marketing can use to segment better and drive personalized actions
Our methodology
When creating integrations for our customers, we have a proven methodology to ensure a smooth project and high-quality integration. This includes sharing our best practices, focusing on data governance to avoid data pollution, and thorough testing.
If you want to know more about this, here’s a case study on how we helped Vincent Sheppard with this integration.