If you want to combine the power of best-in-class marketing automation software with a leading sales platform, you’re in luck—HubSpot Marketing Hub and Microsoft Dynamics 365 CRM boast a powerful two-way integration that keeps your sales and marketing teams on the same page and ensures data is always accurate and complete. Here’s everything you need to know about building and maintaining a HubSpot and Microsoft Integration. 

Can HubSpot Integrate with Dynamics? 

Yes! When you integrate HubSpot with Microsoft Dynamics software, you create a bi-directional connection that automatically communicates between your solutions. Data syncs from Dynamics 365 into HubSpot are instantaneous, and HubSpot to Microsoft syncs refresh every five minutes. This seamless integration not only enhances efficiency but also facilitates data consistency, enabling businesses to make more informed decisions and deliver a more personalized customer experience. Whether you’re looking to improve your lead management or boost sales productivity, the HubSpot-Microsoft Dynamics integration is a valuable solution that empowers businesses to achieve greater success in today’s competitive market. 

What Data Syncs Across HubSpot and Microsoft Dynamics 365? 

HubSpot and Microsoft Dynamics 365 label identical fields differently, which can create confusion when looking at the solutions separately. The default field mapping available with this integration lets you synchronize six corresponding fields: 

Users decide which fields they want to sync automatically, and they can also select whether synchronization occurs in two directions or just one. Companies with unique datasets can even develop custom field mapping for data not included in the above chart.  

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What are the Benefits of Integrating HubSpot and Microsoft Dynamics 365? 

While some companies prefer working with a single solution, integrations between powerful software like HubSpot Marketing Hub and Microsoft Dynamics 365 Sales can improve data visibility, work quality, and collaboration across a business. 

HubSpot Marketing Hub is a solution for marketing teams, one that boasts robust content creation and distribution features and enables personalized approaches to even the broadest campaigns. HubSpot users nudge customers toward the sales funnel and encourage them to take the jump. 

Meanwhile, Microsoft Dynamics 365 Sales has basic marketing automation features but is primarily a sales solution. Its users focus on moving accounts through the sales funnel and forging strong customer relationships.  

Both solutions are powerful on their own, but together they create a software environment that unites sales and marketing teams.  

By integrating HubSpot with Microsoft Dynamics 365, you’re able to… 

1. Gain a full view of customer journeys, including marketing outreach, associated records, and open and closed deals, tickets, and more. 
2. Create workflows for customer engagement processes and enroll contacts in those workflows using as few clicks as possible. 
3. Align your sales and marketing strategies to create a seamless sales funnel and forge stronger relationships with your customers. 

Reasons to Choose Cargas as Your HubSpot and Microsoft Integration Partner 

Our CRM team has real-world experience in sales and marketing, and with more than two decades of a Microsoft CRM partnership under our belt, we know the ins and outs of solutions like Dynamics 365 Sales.  

Plus, if you need a tailored integration to handle your unique business processes, our in-house customization team can work with you to find integrations, add-ons, and other unique tools to satisfy your requirements. 

We won’t fade into the background after your integration, either; our purpose of Shared Success means we’re dedicated to your business now and in the future. Your growth and success are ours, too—we’re in this together!