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Documentation Index

Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt

Use this file to discover all available pages before exploring further.

Now that you’ve installed the app and connected your accounts, it’s time to configure how information flows between HubSpot and Microsoft Business Central. The quick installation covers the essentials. This section helps you customize the integration further based on your business needs.

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Accessing the Settings Page

1
Click the Marketplace icon in HubSpot and go to Connected Apps.
2
Select the Business Central app.
Open Connected Apps
3
Click Go to settings.
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4
Click Sync settings.
Sync Settings
You have now reached the configuration area.

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Configuration Overview

The setup process is divided into three main areas:
  1. Customer Settings
  2. Product Settings
  3. Invoice/Order Settings
Each section controls how data is synchronized and how automation behaves across systems.
Got unique integration needs?
Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.Advanced Integration Setting