Dynamics 365 Finance and Operations and HubSpot Integration
- Automate
- Align
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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 D365 Finance & Operations and HubSpot Integration
APPSeCONNECT connects Dynamics 365 Finance & Operations and HubSpot in real time, without manual work. One governed platform built for B2B teams where HubSpot manages contacts and deals while Finance & Operations handles pricing, orders, invoices and account follow-up for the same customer.
Sales quotes what F&O cannot fulfil
Without F&O on-hand and reservation status in the deal, reps promise stock and dates operations cannot meet within the lead time.
Finance and CRM tell different stories
Sales sees one version in HubSpot and finance another in F&O, so teams recheck customers, deal values and invoice numbers by hand.
No financial picture on the account
Customer balance, open invoices and aging buckets stay in F&O, so customer success and account managers work blind to risk.
Shipment answers require the ERP
Packing slip, carrier and tracking detail live only in F&O, so deal owners open the ERP to answer simple where-is-my-order questions.
Marketing cannot attribute real revenue
Posted invoice values and recognised revenue never reach HubSpot, so marketing attributes pipeline, not booked revenue, to campaigns.
Re-keying between two systems
Contacts, companies, deals, orders and invoices are entered twice, so handoffs are slow and records drift out of sync.
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.
Popular Microsoft Dynamics 365 Finance and Operations Integrations
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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
Here is how a typical Finance & Operations and HubSpot integration runs, from a HubSpot deal to a posted invoice and back.
01
Order Capture
A deal is won in HubSpot, or a form submission starts a sales workflow, with contact, company and line detail.
02
Event Trigger
APPSeCONNECT reacts on record change or on a schedule, applies selective rules by status, owner or sales stage, and starts the flow.
03
Data Mapping
Fields map between HubSpot and Finance & Operations, matching contacts, companies, products and prices.
04
Record Creation
An order is created in Finance & Operations through OData or a custom service endpoint, with order references returned to the HubSpot deal.
05
Back-Sync
Stock and reservations, packing slip and carrier status, posted invoice values, recognised revenue and payment status write back to HubSpot.
06
Monitor and Improve
Failed records are clearly marked with detailed logs, authorized roles control changes, and teams replay just what failed without repeating the whole process.
It connects HubSpot and Dynamics 365 Finance & Operations so customer, product, deal, order, invoice and payment details move between both systems without repeated entry or manual file sharing.
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.
Yes. Sales gets better post-sale visibility, including stock, shipment and invoice status in HubSpot, while finance receives cleaner upstream customers and deals from the same integration setup.
Yes. Product names, item codes, price details and selected discounts move from Finance & Operations into HubSpot, so sales teams work from current values during selling and follow-up.
Yes. Order references, invoice details and payment status return to HubSpot, so sales can answer customer questions and follow up without opening the ERP for every update.
Yes. Important flows can run when records change, while broader updates can stay on a schedule that suits your business.
Failed records are clearly marked with detailed logs, so teams fix just what is needed and replay only those records without repeating the whole process. Flow and setting changes are limited to authorized roles.
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.
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