Clarity Connect integration
HubSpot Microsoft Dynamics GP Integration
Link HubSpot to Microsoft Dynamics GP, still called Great Plains by many, so won deals become GP orders and sales sees GP products and invoice status in the CRM.
What moves between HubSpot and Dynamics GP
HubSpot is where marketing and sales track contacts, companies and deals. GP is where the customer account, the order and the invoice live. The integration passes a closed deal and its customer into GP once, and returns the finance details sales staff need without logging in to GP.
HubSpot
Where contacts, companies and deals are worked
- Companies
- Contacts
- Deals and line items
- Products and quotes
Dynamics GP
Where orders, invoices and balances are kept
- Customers
- Sales orders and invoices
- Inventory items and prices
- Receivables
HubSpot to Dynamics GP record mapping
A typical first map. Discovery agrees the trigger stage, fields and rules with your team.
| HubSpot | Dynamics GP | Direction |
|---|---|---|
| Company | Customer | Both ways |
| Contact | Customer contact and address | HubSpot to GP |
| Deal with line items | Sales order | HubSpot to GP |
| Product | Inventory item and price | GP to HubSpot |
| Company or deal properties | Order status, invoice and balance | GP to HubSpot |
How HubSpot and GP work together
From closed deal to GP order
When a deal reaches the stage you choose, such as closed won, Connect reads the deal, its line items and the associated company. It creates or matches the GP customer and posts the sales order through eConnect, so nobody re-keys the order in finance.
One product list
GP's inventory items and prices can be copied into HubSpot's product library on a schedule. Reps then build deals and quotes from the same item numbers that GP will invoice.
Finance details back in the CRM
Order status, invoice numbers and customer balances from GP can be written to the matching HubSpot company or deal, so account managers can see whether a customer has paid before they call.
See Clarity Connect move an order
Watch an online order travel into the ERP and its status come back in our Clarity Connect demo, or book a live walkthrough on your own systems.
How each system is reached
HubSpot's CRM API exposes its standard objects, including contacts, companies, deals, products, line items, quotes and invoices, through HTTP requests for reading, creating and updating records. Dynamics GP takes data in through eConnect, which processes XML documents through business objects on the GP server.
Dynamics GP support for enhancements, tax updates and technical help ends on December 31, 2029, and Microsoft points GP customers to Dynamics 365 Business Central. The HubSpot side of this integration is independent of the ERP, so it can carry over if you make that move.
How Clarity Connect runs it
Clarity's integration platform, Clarity Connect, keeps HubSpot and GP connected both ways, and every flow, from deals to GP to balances to HubSpot, is a task that runs live or on a schedule. Every project starts with a Clarity business analyst documenting the fields and workflows. See more in our video playlist.
Discovery
A Clarity business analyst documents the data fields and workflows each system can share and which ones you need.
Tasks and mapping
Each flow becomes a Connect task, such as orders to the ERP or stock to the store, set to run in real time or on a schedule.
Testing
Orders and updates are run end to end, including the return trip of statuses back to the customer-facing system.
Live, with a dashboard
Queues and scheduled tasks show in Connect's Hangfire dashboard. A job whose target is offline is retried 10 times, every 30 minutes, and can be re-queued once the cause is fixed.
Clarity Connect is sold as a SaaS subscription at $599 a month or as a one-time license at $15,000 with no ongoing fees, and larger projects are priced to scope. See pricing.
Questions
Is Dynamics GP the same as Great Plains?
Yes. Microsoft bought Great Plains Software in 2001, and many people still call Dynamics GP by the Great Plains name. This integration works with current GP releases.
What triggers an order in GP?
You decide during discovery. A common choice is a deal reaching closed won, at which point Connect creates the GP customer if needed and posts the sales order.
Can sales see GP invoices in HubSpot?
Yes. Invoice numbers, order status and balances can be written to HubSpot company or deal properties on a schedule you set.
How much does Clarity Connect cost?
$599 a month as SaaS, or a $15,000 one-time license with no ongoing fees; larger projects are priced to scope. See pricing.
Related resources
Connect HubSpot and Dynamics GP
Tell us which deals should become GP orders and what finance data your sales team needs in HubSpot. A Clarity business analyst will map it with you before anything is built.
Book a demo