TECHNOLOGY
Transforming Business Operations with Seamless HubSpot and Microsoft Business Central Integration
Amwhiz revolutionizes business efficiency with a custom HubSpot–Microsoft Business Central integration, unifying sales and finance workflows, enhancing automation, and ensuring real-time accuracy across operations for improved productivity and decision-making.
Transforming Business Operations with Seamless HubSpot and Microsoft Business Central Integration
In today’s fast-paced business environment, organizations rely on connected systems to drive efficiency, accuracy, and collaboration. Recognizing this need, Amwhiz, a leading technology solutions provider, has successfully implemented a fully customized integration between HubSpot CRM and Microsoft Business Central (MBC). This advanced integration optimizes sales operations, finance workflows, and customer management enabling businesses to unify their sales and finance processes with real-time accuracy and reliability.
Overcoming the Limitations of Native Integrations
While HubSpot offers a native integration with Microsoft Business Central, it provides only basic data synchronization and limited workflow coverage. Many businesses soon discover that the native connector does not fully support complex processes, such as multi-level pricing, discount structures, custom quote templates, and multi-address management.
To bridge this gap, Amwhiz’s expert team developed a custom integration that extends the native capabilities delivering deeper functionality, greater flexibility, and end-to-end automation across sales and finance workflows. This ensures that every business process, from quoting to invoicing, operates seamlessly across both platforms.
Addressing the Gap Between Sales and Finance Systems
Organizations often face challenges when using separate platforms for sales and finance. Sales teams manage leads and quotes in HubSpot, while finance teams operate in MBC for orders and invoicing. This disconnect frequently results in data silos, pricing inconsistencies, and operational inefficiencies.
Amwhiz’s custom integration bridges these gaps by ensuring end-to-end data visibility and seamless synchronization between both systems. The result is a unified source of truth that empowers sales, finance, and operations teams to work together efficiently and confidently.
Key Integration Capabilities
●
Real-Time Synchronization of Customer Discounts – Ensures
accurate, up-to-date pricing and discounts in HubSpot, eliminating quote errors
and enhancing customer trust.
●
Customer-Specific Product & Pricing Display – Provides a
personalized view of products and pricing, enabling seamless repeat orders.
●
Enhanced Quote Customization – Introduces
sequential numbering, dynamic fields, and visual branding aligned with MBC for
professional, compliant quotes.
●
Automated Invoice Generation –
Streamlines the quote-to-cash process by automatically creating invoices and
orders in MBC once deals close in HubSpot.
●
Support for Multiple Shipping Addresses – Adds
custom HubSpot functionality for selecting and managing multiple delivery
addresses.
●
Custom Company and Customer Synchronization – Maintains
data consistency across both platforms, reducing manual effort and errors.
● SKU-Based Product Synchronization – Ensures product data accuracy for reliable quoting and order fulfillment.
●
Native App Customer Synchronization from MBC to HubSpot Contacts – Enables
seamless syncing of customer data from Microsoft Business Central’s native app
to HubSpot Contacts, ensuring sales and marketing teams always have access to
the most up-to-date customer information.
Business Impact and Benefits
The integration delivers measurable improvements across all areas of business operations:
●
Error Reduction: Automation minimizes manual data entry and reduces inaccuracies.
●
Operational Efficiency: Streamlined workflows accelerate
quote-to-order-to-invoice cycles.
●
Data Transparency: Unified, real-time data enables
smarter decision-making.
●
Enhanced Customer Experience: Accurate
pricing, discounts, and delivery details build customer trust.
●
Revenue Visibility: Leadership gains precise insights
into sales performance and financial health.
Client Success Story
“Our teams previously struggled with discrepancies between sales and finance data, which caused delays and customer frustration,” said a client representative. “With this integration, we now have a single source of truth. Quotes, orders, and invoices are always accurate, and our sales and finance teams work in complete alignment. The results have been transformational for our operations.”
Expert-Led Implementation
The project was led by Mr. Nandha Kumar, a seasoned integration expert with over 100 successful implementations and a 100% client satisfaction record.
“Integrating HubSpot and Microsoft Business Central requires a deep understanding of both platforms,” said Mr. Nandha Kumar. “Our goal was to create a solution that not only eliminates errors but also empowers teams to work smarter and faster. Seeing the positive impact on clients’ operations is extremely rewarding.”
About Amwhiz
Amwhiz is a technology solutions provider specializing in custom integrations and software solutions that streamline operations, enhance productivity, and deliver measurable business outcomes. By aligning sales, finance, and operational processes, Amwhiz helps organizations unlock the full potential of their technology investments.
