Automatic Deal-to-Invoice/Order Conversion

-Transform your billing process with instant HubSpot to Business Central conversion. -Create sales invoices/orders automatically as deals progress, with flexible triggers for multiple pipelines. -Watch your documents sync automatically and check Business Central invoice/order status in your deals

HubSpot Workflow-Actions: Automate Your Business Processes

-Leverage HubSpot's workflow engine to automate your entire Business Central integration. -Create and update customers, generate invoices/orders from Deals, and keep financial data current across both systems. -Design custom workflows for different business processes and create specialized rules for different customer segments.

One-Click Financial Updates

-Display up-to-date Business Central booked invoice data within HubSpot -Make informed decisions with real-time insights -Access comprehensive financial metrics without switching platforms

Instant Notifications: Never Miss a Critical Update or Sync

-Stay on top of every sync action with automatic notification notes in HubSpot. -Receive detailed success messages with Business Central information and clear error explanations, and use one-click replay to fix issues or update existing invoices/orders. -Perfect for maintaining accuracy and making quick updates as your deals evolve

Personalised Onboarding and Support

-Begin with a personalized free 30-minute setup session tailored to your business -Receive custom guidance explicitly designed for your unique business needs -Maximize value by using all features effectively from day one