Cogent

Dynamics 365 Business Central and HubSpot integration

See Business Central customers, vendors, items, sales quotes, orders and invoices inside HubSpot. Your team can create customers, quotes, orders and invoices in Business Central from HubSpot workflows, without re-keying.

  • Live
  • ERP and operations
  • Cloud API
Book a demo Install on HubSpot

See plans and pricing ↓

Best for Businesses running Microsoft Dynamics 365 Business Central who sell from HubSpot.

What syncs

From Dynamics 365 Business Central into HubSpot

Records sync on a schedule and update the matching records on the other side, with OW Sync’s own properties added where HubSpot has no equivalent field. To create or change records in Dynamics 365 Business Central from HubSpot, use the workflow actions below.

Dynamics 365 Business Central HubSpot
Customers HubSpot companies
Vendors HubSpot companies
Contacts HubSpot contacts
Items HubSpot products
Sales quotes HubSpot dealsIncludes line items
Sales orders HubSpot ordersIncludes line items
Sales invoices HubSpot invoicesIncludes line items

Into HubSpot on a schedule

  • Links contacts to their customers, and quotes, orders, invoices and their lines to the right companies and deals automatically.
  • Exclusion rules let you stop records that match conditions you set from syncing.

Write back from HubSpot

Workflow actions

Use these in any HubSpot workflow to create or update records in Dynamics 365 Business Central, so your team never re-keys an order.

Every plan

  • Create a customer
  • Update a customer
  • Create a contact
  • Update a contact

Standard and Advanced

  • Create an item
  • Update an item
  • Create a vendor
  • Update a vendor
  • Create a sales quote
  • Add a line to a sales quote
  • Edit a sales quote line
  • Delete a sales quote line
  • Create a sales order
  • Update a sales order
  • Add a line to a sales order
  • Edit a sales order line
  • Delete a sales order line
  • Create a sales invoice
  • Add a line to a sales invoice
  • Edit a sales invoice line
  • Delete a sales invoice line
  • Post a customer payment

Plans and pricing

What it costs

A one-off setup fee of £2,000, then a monthly subscription. Annual billing is also available. Prices exclude VAT.

Scheduled sync into HubSpot
Every 30 minutes to 24 hours
Related records linked
Every 5 minutes
Weekend syncs
Not included
Workflow actions
All 22
  • Create a customer
  • Update a customer
  • Create a contact
  • Update a contact
  • Create an item
  • Update an item
  • Create a vendor
  • Update a vendor
  • Create a sales quote
  • Add a line to a sales quote
  • Edit a sales quote line
  • Delete a sales quote line
  • Create a sales order
  • Update a sales order
  • Add a line to a sales order
  • Edit a sales order line
  • Delete a sales order line
  • Create a sales invoice
  • Add a line to a sales invoice
  • Edit a sales invoice line
  • Delete a sales invoice line
  • Post a customer payment
Install on HubSpot Book a demo

Scheduled syncs run every working day between 07:00 and 19:00 UK time. Setup includes connecting your accounts, creating the HubSpot properties and checking the first sync with you.

How it connects

Cloud API: OW Sync connects directly to your Business Central tenant.

What you need

Sign in with your Microsoft account to approve access (OAuth).

Good to know

  • Sales quotes deleted in Business Central are not removed from HubSpot.
  • Nothing moves from HubSpot into Business Central on a schedule; changes go back through HubSpot workflow actions.

Questions

Fair questions

Can we write back to Business Central from HubSpot?

Yes, through HubSpot workflow actions. Every plan can create and update customers and contacts. Standard and Advanced add items, vendors, sales quotes, sales orders, sales invoices and their lines, plus posting customer payments. Nothing is written to Business Central unless a workflow you build tells it to.

What do we need to connect?

A Microsoft sign-in with access to your Business Central tenant. You approve OW Sync’s access through Microsoft (OAuth), so you never share a password with us. OW Sync connects directly to Business Central in the cloud, and the connection details are stored encrypted.

Does it create custom objects in HubSpot?

No. OW Sync uses HubSpot’s standard objects: companies, contacts, products, deals, orders, invoices and line items. It adds its own properties to them, all starting with owsync_, so they are easy to spot and your existing HubSpot set-up stays as it is.

Can we choose which records sync?

Yes. Each sync can have exclusion rules. A rule checks a field against a condition you set, such as a status, a value or a date, and records that match stay out of the sync. Vendors, items and invoices each have their own sync, so you can also leave out whole record types.

How do we install the Dynamics 365 Business Central connector?

Choose Install on HubSpot, pick your HubSpot account and approve OW Sync’s access. OW Sync then asks for your contact and company details and takes you through connecting Dynamics 365 Business Central. Setup includes creating the HubSpot properties and checking the first sync with you.

When do syncs run?

Scheduled syncs run every working day between 07:00 and 19:00 UK time, as often as your plan allows. On Advanced, you can also switch on weekend syncs. Workflow actions run whenever your HubSpot workflow triggers them.

Who builds and supports OW Sync?

Cogent does. OW Sync is our own connector range, built and supported by our team in the UK. If you need more than the connector does out of the box, we can scope custom work or a full HubSpot project around it.

Keep reading

See Dynamics 365 Business Central and HubSpot working together

Book a short demo and we’ll show you the connector with your own use case in mind, then scope setup with you.

Book a discovery call Send us a message