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Set up Customer Search Rules to seamlessly synchronize customer information between HubSpot and Microsoft Business Central, ensuring data consistency and avoiding duplicate entries. The integration actively searches for customers based on your defined parameters. If a match is found, that record is used. Otherwise, a new customer profile is created to maintain a comprehensive database.

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Company Matching Criteria

You can configure company matching criteria by selecting a field in HubSpot, such as Company Name or Email, corresponding to the chosen Microsoft Business Central field. This ensures both platforms refer to the same company data when syncing information and helps maintain consistency across systems.
Company Matching Criteria

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Enable Primary Contact Sync

This feature is essential for businesses dealing directly with consumers, allowing the seamless addition of individual contacts from HubSpot to Microsoft Business Central as customers when there is no associated company.
1
Check Enable Primary Contact Sync.
2
From the HubSpot Contact Identifier dropdown menu, select the HubSpot field that uniquely identifies your contacts, such as person name or email.
3
From the Microsoft Business Central Contact Field dropdown menu, select the corresponding field in Microsoft Business Central that should be used to match and identify the same contact. This should also be a unique identifier, such as an email address or customer number.
4
Click Next.
Enable Primary Contact Sync
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