Connect HubSpot and Microsoft Dynamics365 Business Central to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate HubSpot with Microsoft Dynamics365 Business Central - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "API Request (Beta)" in Microsoft Dynamics365 Business Central.
You’re connected!
Zapier seamlessly connects HubSpot and Microsoft Dynamics365 Business Central, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Connect HubSpot and Microsoft Dynamics365 Business Central to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about HubSpot + Microsoft Dynamics365 Business Central integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Microsoft Dynamics365 Business Central
What is the process of integrating HubSpot with Microsoft Dynamics365 Business Central?
Integrating HubSpot with Microsoft Dynamics365 Business Central involves setting up triggers and actions that connect the two platforms seamlessly. Our integration typically starts by identifying key business processes that need synchronization, such as lead conversion, contact updates, or deal creation. We then configure the appropriate triggers in HubSpot to initiate these processes and set up corresponding actions in Dynamics 365 to reflect changes, ensuring a smooth bidirectional flow of information.
Which specific triggers are available when integrating HubSpot with Dynamics 365?
When integrating HubSpot with Dynamics 365 Business Central, you can utilize various triggers from HubSpot such as 'New Contact Created', 'Existing Contact Updated', 'New Deal Created', or 'Deal Updated'. These triggers allow you to initiate actions within Dynamics 365, ensuring timely updates and consistency across your systems.
Can we customize the actions taken in Dynamics 365 following a trigger from HubSpot?
Yes, you can customize which actions are taken in Dynamics 365 after receiving a trigger from HubSpot. Depending on your business needs, actions can include creating a new customer record, updating existing records, or generating follow-up tasks for your sales team. Our integration tools are designed to offer flexibility to meet unique business requirements.
How do we handle duplicate records during integration between HubSpot and Microsoft Dynamics 365?
Our integration process includes deduplication logic that helps in minimizing duplicate records between HubSpot and Microsoft Dynamics 365 Business Central. By employing unique identifiers such as email addresses or user IDs during synchronization, we ensure that data remains consistent and duplicates are avoided.
Is it possible to integrate custom fields from HubSpot into Microsoft Dynamics 365 Business Central?
Indeed, our integration allows for mapping custom fields from HubSpot into Microsoft Dynamics 365 Business Central. Whether tracking additional customer information or specific sales metrics, our setup supports customizable field mappings so all crucial data points are accurately represented across both platforms.
What should we do if there is an error during data transfer between these integrations?
If an error occurs during data transfer between HubSpot and Microsoft Dynamics 365 Business Central, logging mechanisms capture detailed error messages to assist in troubleshooting. We recommend checking these logs through our dashboard for insights on what might have caused the problem and using our support resources if further assistance is needed.
Can we schedule regular sync intervals between the two platforms?
Yes, you can schedule regular synchronization intervals between HubSpot and Microsoft Dynamics 365 Business Central based on your operational needs. We provide options ranging from real-time syncs for immediate updates to scheduled batch processes at defined intervals for larger datasets.
