Introducing the Alumio Route Builder
Now connect, orchestrate, and govern integrations at scale from one visual interface
Customer, invoice and payment data from Microsoft Dynamics NAV reaches HubSpot, so sales and marketing work an account knowing what it owes and what it has already bought from the business.
HubSpot knows what a customer clicked. Dynamics NAV knows what they owe. With no link between them, a rep books a meeting to upsell an account that is ninety days overdue, marketing includes lapsed customers in a retention campaign, and nobody notices until credit control does. Deal values are typed in from memory and never match the invoiced total. Connecting Microsoft Dynamics NAV and HubSpot through Alumio gives commercial teams the context they act on: order history, invoice status and credit position appear on the record, and won deals reach NAV as orders.
DATA THAT FLOWS BETWEEN THEM
Customers
Contacts
Sales orders
Invoices
Payment status
Credit limits
Deals
Invoice and payment status from Dynamics NAV appears on the HubSpot record, so a rep sees an overdue balance before proposing the next order rather than after credit control acts.
Order and invoice totals flow back from NAV, so pipeline reporting is measured against what was actually billed instead of the figure a rep estimated when the deal closed.
Purchase history from Dynamics NAV segments HubSpot lists, so a retention campaign reaches customers who genuinely lapsed rather than everyone whose email is still on file.
Accounts stay matched between the two systems, so a company appears once with its real trading history rather than as a HubSpot company and an unrelated NAV customer.
Alumio writes current invoice and payment status from Dynamics NAV onto the HubSpot company, so a rep opening an account before a call can see an overdue balance rather than discovering it when the order is blocked at entry.
A HubSpot deal marked won creates the Dynamics NAV sales order with its lines and customer matched, so operations works from the ERP document and the deal value in reporting equals what the business will actually invoice.
Order history from NAV is written to HubSpot properties, so marketing can build a list of customers who bought a specific product line last year instead of approximating it from campaign engagement and guesswork.
Alumio sits between sales channels and fulfillment systems as a governed integration backbone. Orders are routed, transformed, and validated, while status updates return to every channel.
Authenticate your systems using Alumio's pre-built connectors. Choose from 200+ connector packages in the marketplace, plus unlimited custom integrations.
Define how data fields map between systems in a visual interface. Adjust formats, enrich records, and apply business logic, no custom code required.
Configure flows to run in real time on events, on a schedule, or both. Reduce manual data entry and let Alumio handle movement and transformation between systems.
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Once your first integration is live, adding your ERP, PIM, WMS, or CRM connects to the same hub. Existing flows keep running. No rebuilding from scratch.
More can be connected, and a support desk is the common third, because an account team judging whether to upsell needs open tickets as much as open invoices. Alumio brings both onto the HubSpot record, so a rep sees that a customer is mid-escalation before pitching an expansion, and NAV still receives only the order data it needs.
Yes. Alumio reads customers, orders, invoices and outstanding balances from Dynamics NAV and maintains the HubSpot properties you nominate, either on change or on a schedule. Because credit data is sensitive, the field set is deliberately narrow: commercial teams get position and history while the underlying financial detail stays inside the ERP where its permissions apply.
The mapping is configured in Alumio, which replaces the exports and manual property updates this pairing usually relies on. Account matching, field selection and sync direction are all set in the interface. NAV installations are frequently long-lived and heavily customised, so where a bespoke field or posting group resists standard mapping, the Code Transformer accepts logic for that field.
Often enough that a rep never proposes an order the business would block, which in practice means daily at minimum and on change for anything credit related. Alumio can push a balance update the moment NAV posts a payment or passes a threshold. The alternative, a weekly refresh, is what produces the awkward call where sales promises something credit control has already refused.
An overdue balance never sits invisibly on a HubSpot record. Alumio keeps a logged copy of every message exchanged with Dynamics NAV, watches the connection in real time, and escalates a rejection at once with the account and the returned error attached. Where retries are configured they run unattended, and an update that still will not apply is held in view rather than going missing.
Talk to an Alumio integration specialist. We'll map the right architecture for your systems, at the right scale, so your operations stay reliable through every change.
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