@FransLeys I see in July 2022 you asked if pulling sales invoices into Hubspot would be of any value. My overwhelming answer is YES!
The 2 pieces I feel that are missing from the Business Central integration are Products (Items in Business Central) and Sales Invoices (Deals in Hubspot).
Here are a few reasons why,
- Having the sales invoices & products in Hubspot would mean that automations could be triggered based on customer sales, specific product sales, after sales service emails, etc. Massive benefit
- Having the sales invoices in Hubspot would show the full value of customer to me and create a full picture.
- Having products in Hubspot would mean that quotes could be initiated through Hubspot and all the payment/automation features taken advantage of
How I would see the integration working…
Posted Sales Invoices in BC would sync as ‘won’ deals in Hubspot (the posted sales invoice lines would sync as line items on the deal in hubspot.)
Items in BC would sync as Products in Hubspot (the user would need to select which pricelist in BC would represent the sale price in hubspot though)
Deals in Hubspot (other than ‘won’) would sync as Sales Invoices (not posted) in BC
Note on current Customer sync…
Ive noticed strange behaviour in how ‘Contact Name’ and ‘Customer Name’ fields in BC sync with Hubspot. For more information please see my support ticket #11368796
@FransLeys I would love to help in anyway I can with the BC integration. Our company uses Busines Central for both B2B and B2C purposes and we are active across both New Zealand and Australia. I have a fair amount of knowledge on BC so happy to help give input and make this integration amazing!!
Thanks
Richard