Integration solutions have become crucial for businesses looking to improve organizational efficiency and collaboration in the constantly changing world of enterprise technology. 

Integration between Hubspot and Microsoft Dynamics, two industry-leading tools that address different areas of customer relationship management (CRM) and corporate operations, can completely transform how companies organize and oversee their clientele.

Read on to learn more about the Hubspot Dynamics integration and how our senior-level Dynamics consultants can help your organization maximize success.

What is Microsoft Dynamics?

Microsoft Dynamics 365 is a collection of intelligent, enterprise-level tools created to align business-related tasks across finance, sales, customer service, and supply chain management teams. Together, these tools comprise a comprehensive CRM system that enables users to manage and store data about current and potential customers in one unified platform.


Improved Sales Funnel:

Optimize data in the Dynamics CRM module to identify any white spots in the sales process.

Automated Workflows:

Plan time-consuming chores like sending email campaigns or receiving client feedback and set up more complex workflows using Microsoft Dynamics Hubspot integration.

Enhanced Customer Engagement:

Record consumers’ interactions with company websites and social media accounts in Dynamics CRM to improve communication, connection, and collaboration across customer channels and groups. 

Tailored Advertising Campaigns:

Leverage the Dynamics CRM platform to determine how customers respond to marketing strategies, improve user interactions, and inform future adjustments to marketing campaigns.

What is Hubspot?

Hubspot is a solution commonly used across management and revenue generation departments, offering uniform access to customer data as it works off of a unique CRM system.

Hubspot is an effective tool for automating advertising campaigns and marketing procedures. It enables users to complete, manage, and optimize crucial marketing tasks, such as offering key insights into the user experience and facilitating the creation and monitoring of email marketing campaigns. 

These features drive better user engagement and facilitate the creation of a clear persona profile for members of the target audience.

Key Features

Marketing Automation:

Hubspot offers intelligent marketing automation tools to increase website traffic, generate more leads, and track the effectiveness of marketing campaigns.

Sales Promotion:

The Hubspot CRM platform guarantees improved payment control and offers clear information about prospects, increasing sales and driving better results.

Enhanced Customer Experience:

Hubspot uses the best methods for its target audience, allowing users to enhance brand interaction and forge stronger customer relationships.

Content Creation:

The Hubspot CRM system records all customer interactions with the website, including page visits and responses, making it easier for users to modify their marketing content strategy to align with audience preferences and behavior.

What Happens When Hubspot Integrates with Dynamics? 

When users integrate Hubspot and Microsoft Dynamics, they can establish a bi-directional link that drives automatic communication between each system and syncs data between sources to improve collaboration.

Seamless integration between the Hubspot and Microsoft Dynamics platforms enables companies to increase productivity, enhance data consistency, make more informed decisions, and provide individualized customer service.

In today’s competitive market, the Hubspot-Microsoft Dynamics integration makes it easier for organizations across industries to achieve success, whether their goals are to improve lead management or increase overall sales efficiency.

Hubspot Dynamics Integration Features

Let’s take a look at the main features of Hubspot Dynamics integration:

Create Sales Orders in Dynamics 365

Users can create and populate a Microsoft Dynamics 365 sales order and send it directly to sales representatives to drive the next steps of the fulfillment process without leaving Hubspot. By leveraging intelligent Hubspot Deal Record or Hubspot Deal Workflow functionality, organizations can create sales orders more effectively and improve collaboration across the entire sales cycle.

Sync Data in Two Ways

Maintain reliable system functionality by synchronizing updates in Microsoft Dynamics 365 and Hubspot, including migrating new and existing records and connecting leads, contacts, opportunities, and products. Users can also leverage Operations Hub Starter and Professional plans to modify default field mappings or create custom ones aligned with business requirements.

Custom Data Mapping

Custom field mappings allow users to build or change the default maps to meet ever-changing business requirements and industry trends.

HubSpot Integrated in Microsoft Dynamics 365

 Using Microsoft Dynamics 365 and Hubspot integrations, users can embed contact, company, and deal records in processes and gain insights to improve team productivity.

Close the Gap Between Marketing and Sales

Users can segment databases, send emails to sales representatives, or create marketing emails directly in Hubspot using information from Microsoft Dynamics 365 opportunities, leads, contacts, and accounts.

Benefits of Integrating Hubspot and Microsoft Dynamics 365

Integrations between robust programs, like Microsoft Dynamics 365 Sales and Hubspot Marketing Hub, can enhance data visibility, improve output quality, and drive stronger collaboration.

The Hubspot Marketing Hub offers powerful tools and customizable strategies that enable marketing teams to create and distribute content for even the largest campaigns.

Although it is primarily a sales solution, Microsoft Dynamics 365 Sales includes a few basic marketing automation functions, allowing users to concentrate on developing better client connections and advancing accounts through the sales funnel.

While each solution is strong on its own, when combined, they offer a comprehensive software environment that brings together sales and marketing teams effectively in one place.

Through Hubspot and Microsoft Dynamics 365 integration, users can:

  • Gain complete visibility of customer journeys, including marketing outreach tasks, related documents, open and closed sales, service tickets, and more.
  • Create workflows for customer interaction procedures and assign contacts with as few clicks as possible.
  • Coordinate sales and marketing strategies to build a smoother sales funnel and drive stronger client relationships.

How Can We Help?

Whether you’re looking to connect Hubspot with Microsoft Dynamics for the first time, searching for a powerful tool to automate and improve sales productivity, or just getting started on your Dynamics journey, Surety Systems can help.

Our senior-level Microsoft Dynamics consultants have the skills and experience to help your organization achieve a successful Dynamics implementation or integration. With our team of Dynamics experts, your unique needs remain at the top of the priority list to ensure complete functionality and satisfaction across your entire technical landscape.

Contact Us

Are you ready to learn more about Hubspot Dynamics integration and where our senior Dynamics consultants can fit in your organization?

Contact us today!