HubSpot Microsoft Dynamics 365 Integration Overview

Microsoft Dynamics 365 Integration Overview

Credit: HubSpot

Here’s what you’ll get with the HubSpot app for Microsoft Dynamics 365:

  • Easy to get started - no technical work required
  • Fast app your whole team can rely on
  • Two-way contact, lead and account sync that automatically updates changes from one system to the other
  • Choose which records sync from HubSpot to Microsoft Dynamics 365
  • Send lead scores from HubSpot to 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.

 

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.

Integration features

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.

Compatible with your plan
Two-way data sync

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.

Compatible with your plan
Create sales orders in Microsoft Dynamics 365

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.

Requires Operations Hub Starter plan or higher
Custom field mappings

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.

Compatible with your plan
Close the loop between marketing and sales

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.

Compatible with your plan
HubSpot embedded in 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!