Managed Solution partners with HubSpot to offer customers more software options for sales, service, marketing, and CRM. View HubSpot Partnerships Page Here.
Here’s what you’ll get with the HubSpot app for Microsoft Dynamics 365:
...with all of these features and more, your sales team will be more productive than ever. With this app, you’ll empower your sales team with valuable data to help them prioritize their outreach, save time, build more meaningful relationships, and close more deals.
Note: Supported on cloud domains hosted on dynamics.com.
Two-way data sync
Keep both systems updated by syncing new and existing records as well as updates between HubSpot and Microsoft Dynamics 365. Sync Microsoft Dynamics 365 leads, contacts, accounts, opportunities, products and more to HubSpot. Create your own custom field mappings or make changes to your default ones with Operations Hub Starter or Professional plans.
Create sales orders in Microsoft Dynamics 365
Create a Microsoft Dynamics 365 sales order and add in all the relevant information–so sales reps can kick off the next steps in the fulfillment process–without navigating away from HubSpot. Create it automatically using a HubSpot deal workflow or manually through a HubSpot deal record.
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Custom field mappings
Custom field mappings are available with Operations Hub Starter or Professional plans. Custom mappings add the flexibility to create your own mappings or make changes to your default ones.
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Close the loop between marketing and sales
Use details from Microsoft Dynamics 365 opportunities, leads, contacts and accounts to personalize marketing emails, segment your database, or send emails on behalf of a lead’s sales rep.
HubSpot embedded in Microsoft Dynamics 365
Utilize HubSpot tools without leaving Microsoft Dynamics 365. The HubSpot embed feature provides insights into HubSpot contact, company, and deal records and lets you enroll these records in workflows from right within Microsoft Dynamics 365.
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CRM - Contact activity, Data Sync by HubSpot
Marketing - Contact activity, Email marketing, Lists, Workflows
CMS - List segmentation
Operations - Custom field mappings
Managed Solution, a leading technology solutions provider based in San Diego, proudly announces its participation in Giving Tuesday by making a generous donation to the San Diego Humane Society. This contribution not only reflects the company's dedication to corporate social responsibility but also secures its place on the esteemed donor wall of the San Diego Humane Society.
Giving Tuesday, celebrated globally on the first Tuesday after Thanksgiving, encourages individuals and businesses to give back to their communities and support charitable causes. Managed Solution is delighted to contribute to the vital work of the San Diego Humane Society, an organization dedicated to promoting the welfare of animals and providing compassionate care.
In a unique twist to this year's Giving Tuesday initiative, Managed Solution invited its employees to nominate non-profit organizations for consideration. CEO Sean Ferrel, known for his commitment to community engagement, has personally selected ALL five charities nominated by employees. Each charity will receive a donation in kind on behalf of the employees below.
The selected charities are:
The company encourages other businesses to embrace similar initiatives that empower employees to make a difference in the causes they care about. By supporting multiple charities, Managed Solution aims to amplify the positive impact on communities and create a ripple effect of generosity.
About Managed Solution: Managed Solution is a leading technology solutions provider based in San Diego, offering a comprehensive suite of services, including IT consulting, cloud solutions, and managed services. With a commitment to innovation and community engagement, Managed Solution strives to make a positive impact on businesses and society.
For more information about Managed Solution and its philanthropic efforts, please visit https://www.managedsolution.com/culture/.
Credit: HubSpot
...with all of these features and more, your sales team will be more productive than ever. With this app, you’ll empower your sales team with valuable data to help them prioritize their outreach, save time, build more meaningful relationships, and close more deals.
Plus, HubSpot employs a team of engineers and support staff dedicated to maintaining and improving your app.
Note: We only support cloud domains hosted on dynamics.com.
Two-way data sync
Keep both systems updated by syncing new and existing records as well as updates between HubSpot and Microsoft Dynamics 365. Sync Microsoft Dynamics 365 leads, contacts, accounts, opportunities, products and more. Create your own custom field mappings or make changes to your default ones with Operations Hub Starter or Professional plans.
Create sales orders in Microsoft Dynamics 365
Create a Microsoft Dynamics 365 sales order and add in all the relevant information–so sales reps can kick off the next steps in the fulfillment process–without navigating away from HubSpot. Create it automatically using a deal workflow or manually through a deal record.
Custom field mappings
Custom field mappings are available with Operations Hub Starter or Professional plans. Custom mappings add the flexibility to create your own mappings or make changes to your default ones.
Close the loop between marketing and sales
Use details from Microsoft Dynamics 365 opportunities, leads, contacts and accounts to personalize marketing emails, segment your database, or send emails on behalf of a lead’s sales rep.
HubSpot embedded in Microsoft Dynamics 365
Utilize tools without leaving Microsoft Dynamics 365. The embed feature provides insights into contact, company, and deal records and lets you enroll these records in workflows from right within Microsoft Dynamics 365.
Want to learn more about HubSpot solutions for your business? Contact us here. You can also chat with one of our Microsoft experts to learn more about Microsoft 365 Dynamics!
Chat with an expert about your business’s technology needs.
