Business Central
Convert deals into Business Central invoices and see customer revenue
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Business Central Subscription - Basic, Premium, or Custom plans
Overview
1/7 - Business Central
Business Central Integration
Cloudify's HubSpot Business Central integration automatically creates invoices and orders in Business Central from HubSpot deals, syncs customer and product information, and updates financial data directly within HubSpot. It’s also available as an action within HubSpot’s Automation Workflows, giving you greater flexibility and allowing you to fully automate and streamline your billing process.
👋Say goodbye to...
💸 Wasted hours re-entering the same data twice
📊 Switching between platforms to check invoice status
❌ Manual errors in customer and product information
Start your free trial with 15 credits today. Book a free 30-minute setup session and let our experts configure everything for you.
No setup fees. See results on your first day.
Find out more at cloudify.biz
Features
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
App Functionality
Shared Data
Customer Properties | ||
Customers | ||
Invoice Properties | ||
Invoices | ||
Invoices | ||
Products | ||
Users |
Reviews
- Oct 30, 2024
Keine Synchronisation von Unternehmen
Leider keine Möglichkeit Unternehmen zu synchronisieren, was die Sync nutzlos für uns macht.
ERP
Richard, M.
Consumer Products - 51 to 200 employees
Pricing
Basic
$15
/moUnlimited Customer Sync and Financial Data Updates
Unlimited manual company sync
Unlimited company financial data update from Microsoft Business Central
Custom rules and mapping for creating customers in Microsoft Business Central
Basic
$15
/moUnlimited Customer Sync and Financial Data Updates
Unlimited manual company sync
Unlimited company financial data update from Microsoft Business Central
Custom rules and mapping for creating customers in Microsoft Business Central
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/20/2025
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