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Hubspot - Microsoft Dynamics 365 Business Central

Rapidi offers a standard solution for Integrating Microsoft Dynamics 365 Business Central and Hubspot.
The standard solution consists of a predefined setup of a number of Transfers in your Rapidi Service.
On a high level, the standard integration comprises Customers, Contacts, Opportunities, Items, Prices and Posted Sales Invoices.
You can easily adapt the standard configuration to your needs by adding or removing specific fields (also custom fields) and you can choose to disable parts of the standard if they are not relevant to your environment.
In general, the standard solution has been designed to cause a minimal change in your Microsoft Dynamics 365 Business Central and Hubspot.

Setup requirements in Microsoft Dynamics 365 Business Central

Recommended: Publish the system audit fields/ timestamps in order to use them as a source control on your Rapidi transfers. You can check this article on how to publish timestamps fields .

The following extra fields are required in Microsoft Dynamics 365 Business Central:

ExternalID field on tables CustomerCard, ContactCard and ItemCard.

Note: The purpose of this field is to store the Hubspot record ID via a write back functionality when a customer and/or contact record is created in Hubspot. New custom fields can be created to meet the above prerequisites but you can also use fields that are already available on the above mentioned tables, if necessary.

Setup requirements in Hubspot

The following extra fields are required in Hubspot:

ExternalID field on tables Companies and Contacts.

Note: The purpose of this field is to store the Business Central customer number and/or contact number via a write back functionality when a customer or contact record is created in Business Central.

2. Install the Rapidi custom objects for Posted Sales Invoices and Posted Sales Invoice Lines.