Dynamics 365 Finance and Operations and HubSpot Integration
- Automate
- Align
- Accelerate
Stop running marketing in HubSpot and finance in Dynamics like they are two different companies. APPSeCONNECT gives marketing the revenue numbers it needs for attribution and gives finance the lead pipeline it needs for forecasting, with the same data on both screens.
Designed for groups running Dynamics 365 Finance and Operations across multiple legal entities and currencies, alongside HubSpot for inbound marketing, sales pipeline and customer success.
Business Value
Why APPSeCONNECT Is the Gold Standard for Dynamics 365 F&O & HubSpot Integration
Where the gap between marketing and finance shows up. Six places APPSeCONNECT closes it for good.
Marketing finally proves what worked
Booked revenue from F&O lands back on the original HubSpot deal, the deal links to the campaign, the campaign rolls up to the channel. Your CMO can show the board which spend turned into ledger entries, not just MQLs.
Sales never sells what F&O cannot deliver
Released product data, on-hand stock per warehouse and the current sales price land inside HubSpot deal records. The rep building a quote sees what the planner sees, and the customer never gets a missed promise.
Closed-won lands as a clean sales order
The moment a HubSpot deal flips to closed-won, F&O picks up a new sales order under the right legal entity, with line items, currency, sales tax group and delivery mode already set. No customer service team rekeying contracts.
The CFO and the CRO read the same forecast
HubSpot pipeline data appears in F&O reporting layers. F&O confirmed orders and shipped revenue appear in HubSpot dashboards. Two systems, one number, no spreadsheet wars at the monthly review.
Customer success knows the customer
F&O account aging, open invoices, recent shipments and outstanding service items show up against the HubSpot company record. Your CS team stops asking customers questions the company should already know the answers to.
Built for the multi-entity, multi-currency world
One APPSeCONNECT tenant moves data across many F&O legal entities and many HubSpot accounts. Add a country, acquire a brand, spin up a new business unit and the same setup absorbs it without a fresh project.
Standard Features Covered in Our Dynamics 365 F&O HubSpot Integration Template
The starter package brings live the data flows most F&O and HubSpot customers need from week one. Activate what you need today, switch the rest on as the business grows.
Lead-to-customer pipeline into F&O
HubSpot companies, contacts and lifecycle stage transitions create matching customer accounts in F&O with the right legal entity, currency, payment terms and tax group from the start.
Released products live in HubSpot
The F&O released product master, descriptions, units, brand, and the active trade agreement price flow into the HubSpot product library so deals draw on real catalogue data instead of a static spreadsheet.
Quote machinery on the deal screen
HubSpot deals turn into structured F&O sales orders the moment they close, with charge codes, header and line discounts, currency, delivery terms and incoterms already populated.
Stock you can actually promise
F&O on-hand quantity and reservation status from each site and warehouse appear inside HubSpot deal lines. Reps stop quoting demand the operations team cannot fulfil during the lead time.
Aging picture in the company record
F&O customer balance, open invoices and aging buckets land on the HubSpot company. Customer success and account management work from the same financial picture as the controller.
Shipment progress without a query
When F&O posts a packing slip, the shipment number, route, carrier and current status flow into HubSpot. The deal owner has the answer ready before the customer asks the question.
Closed-loop revenue attribution
F&O posted invoice values and recognised revenue write back to the HubSpot deal so marketing can attribute booked revenue, not just pipeline, to the original campaign and content piece.
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What You Get
Feature You Get With Our Dynamics 365 Finance & Operations and HubSpot Integration Package
A strong platform stays easy to manage without turning every update into a new project. These tools help teams make changes, identify issues, and keep data moving with less effort.
Visual Flow Designer
Map fields and adjust rules through guided steps, without writing code for each change.
Reusable Integration Template
Start with standard ERP and HubSpot flows, then adjust them to fit your business.
Customer Mapping Control
Match contacts, companies, and customer records carefully, so data lands in the right fields.
Product And Price Sync
Share items, prices, and discounts from ERP to HubSpot for cleaner selling work.
Deal To Order Handoff
Move approved deal details into ERP order processes using simple rules and mapped fields.
Invoice And Payment Visibility
Show invoice references and payment statuses directly in HubSpot, streamlining your team's customer interactions.
Smart Filters
Selectively sync records by their status, owner, sales stage, or custom business criteria.
Error Handling
Clearly mark failed records so teams fix just what's needed without repeating the whole process.
Detailed Logs
Check detailed record logs to quickly understand what's successful, what's failed, and what's next.
Role-Based Access
Limit flow and setting changes to authorized roles, protecting live environments from mistakes.
INTEGRATION BROCHURE
Download the Microsoft Dynamics 365 Finance & Operations and HubSpot Integration Brochure
Download the brochure to see how Microsoft Dynamics 365 Finance & Operations and HubSpot work together in daily operations. It covers mapping, testing, and practical tips for keeping the integration stable after go-live.
Inside you will find:
- Flow Diagrams: See how contacts, companies, deals, products, orders, and invoices move between both systems.
- Mapping Checklist: Review key fields before go-live, so teams avoid missing data and cleanup work later.
- Admin Tips: Learn how to monitor runs, fix failed records, and replay updates without stopping daily work.
INTEGRATION GUIDE
How Does The Workflow Runs End-to-End
From a HubSpot form fill to F&O posting an invoice in six clean stages. The same delivery pattern your team will recognise across the APPSeCONNECT platform.
01
Order Capture
A new contact, a deal stage shift, a closed-won transition or a lifecycle change in HubSpot generates an event the moment the marketer or rep clicks save.
02
Event Trigger
APPSeCONNECT catches the event, parks it in the right pipeline, and starts working on it without polling HubSpot or burning through API credits.
03
Data Mapping
The transformation layer reshapes the HubSpot payload into the entities F&O needs, including legal entity, sales organisation, charge code, currency and released product references.
04
Record Creation
The customer account, sales order or pending invoice arrives inside F&O under the chosen legal entity, ready to enter the standard release-to-cash process.
05
Back-Sync
The F&O sales order number, picking status, packing slip, posted invoice and recognised revenue all flow back into the HubSpot deal and company so marketing and CS see what is real.
06
Monitor and Improve
Every event, retry and failure shows up on the platform dashboard. Errors get the right owner. Mapping changes happen without a developer ticket.
It connects HubSpot and Microsoft Dynamics 365 Finance & Operations, so customer, product, deal, order, invoice, and payment details can move between both systems without repeated entry or manual file sharing.
It reduces repeated entry, fixes mismatched customer records, improves sales-to-order handoffs, and gives sales and finance teams a clearer view of what is happening with each customer account.
Common flows include contacts, companies, products, price data, deals, order references, invoice details, payment status, and selected form data, based on your setup and the rules you choose.
Updates can run when records change or on a set schedule, so important changes reach the other system without waiting for exports, file uploads, or someone to copy data manually.
Data can move both ways for the records you choose, while mapping rules help protect important ERP data and prevent unwanted overwrites when both teams update records often.
Support depends on your Microsoft Dynamics 365 Finance & Operations environment and access setup. APPSeCONNECT can connect HubSpot and Finance & Operations through controlled access methods inside the same management view.
It fits B2B teams well because HubSpot can manage contacts and deals while Finance & Operations handles pricing, orders, invoices, and account-level follow-up for the same customer.
HubSpot form submissions can start customer or sales workflows, helping teams move new contact details into the wider process without typing them again in other systems.
Product names, item codes, price details, and selected discounts can move from Finance & Operations into HubSpot, so sales teams work from current values during selling and follow-up.
Order references, invoice details, and payment status can return to HubSpot, helping sales teams answer customer questions and follow up without opening the ERP for every update.
Data moves through protected connections, and access rules help control who can view settings, update mappings, publish changes, and review logs inside live integration flows.
The timeline depends on record scope, mapping work, and testing needs, with many teams starting a pilot first and moving to production after the main flows work cleanly.
Most daily tasks use guided setup, clear logs, and simple controls, so business teams can manage common updates while IT handles advanced rules and support work.
Records can wait in a queue and retry based on your rules, while logs show which items failed so teams can replay them after the service recovers.
Pricing depends on record volume, environments, support needs, and process complexity, with plans that fit smaller teams, larger operations, and businesses that need more tailored flows.
Use an integration platform that maps shared records between both systems, then test the flows carefully so sales and ERP teams can trust the same data.
You reduce repeat work, improve sales handoffs, keep customer and pricing data cleaner, shorten billing follow-up time, and help teams make decisions using better records.
Set up mapped flows for contacts, companies, products, deals, and order handoffs, then use rules to move records automatically between HubSpot and Finance & Operations.
Ready To Launch Your Microsoft Dynamics 365 Finance & Operations and HubSpot Integration Today?
When HubSpot and Microsoft Dynamics 365 Finance & Operations show different customer or order details, teams slow down. This integration keeps sales and ERP data aligned, making follow-up, billing, and reporting easier to manage.
Companies automating their business through APPSeCONNECT
Customer Success Stories
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