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HubSpot Microsoft Dynamics 365 Integration
Connect Microsoft Dynamics 365 with HubSpot
Fully Secure Integration
Scalable & Fast
Support Included
Integrations Built by HubSpot Experts
- 10 years of experience building HubSpot integrations and custom apps
- HubSpot Gold Partner with a lot of certifications
- Security-first integrations
Unified Sales and Marketing
Integrate Microsoft Dynamics 365 with HubSpot for seamless collaboration between sales and marketing teams, optimizing customer interactions.
Automated Lead Management
Automatically sync lead data bidirectionally between HubSpot and Microsoft Dynamics 365 for real-time updates on customer interactions and opportunities.
Smart Customer Relationship Management
Leverage Microsoft Dynamics 365 insights within HubSpot to enhance customer relationship management and personalized communication.
Examples of Integration Workflow Triggers and Actions
New Lead Created in Dynamics 365
Triggered when a new lead is created in Microsoft Dynamics 365. HubSpot actions may include updating lead scores, initiating lead nurturing workflows, or sending welcome emails.
Opportunity Stage Changed in Dynamics 365
Activated when the stage of an opportunity is changed in Dynamics 365. Useful for updating deal records, triggering sales workflows, or sending stage-specific communications in HubSpot.
New Case Created in Dynamics 365
This trigger occurs when a new case is created in Microsoft Dynamics 365. HubSpot actions may include updating customer service records, initiating case resolution workflows, or sending case-related notifications.
Contact Information Updated in Dynamics 365
Triggered when contact information is updated in Dynamics 365. HubSpot actions may include syncing contact data, initiating contact-specific workflows, or sending contact update notifications.
New Product Added in Dynamics 365
Activated when a new product is added in Microsoft Dynamics 365. Useful for updating product records, initiating product-specific workflows, or sending product-related communications in HubSpot.
Meeting Scheduled in Dynamics 365
This trigger occurs when a meeting is scheduled in Microsoft Dynamics 365. HubSpot actions may include updating participant records, initiating pre-meeting workflows, or sending meeting details.
Lead Converted to Opportunity
Triggered when a lead is converted to an opportunity in Dynamics 365. HubSpot actions may include updating deal records, initiating opportunity-specific workflows, or sending conversion confirmation emails.
Email Interaction Recorded in Dynamics 365
Activated when an email interaction is recorded in Microsoft Dynamics 365. Useful for updating communication records, initiating follow-up workflows, or sending email engagement notifications in HubSpot.
Invoice Created in Dynamics 365
Triggered when a new invoice is created in Microsoft Dynamics 365. HubSpot actions may include updating financial records, initiating invoicing workflows, or sending invoice-related communications.
Customer Feedback Submitted in Dynamics 365
Activated when customer feedback is submitted in Microsoft Dynamics 365. This trigger allows for updating customer satisfaction records, initiating feedback-driven workflows, or sending appreciation emails in HubSpot.
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Livetech
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Marketing Director
AS Advisors Group LLC
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International TEFL Academy
Top-notch & reliable development work. I have thoroughly enjoyed working with HubBase on various HubSpot development projects over the last few years for our agency clients. They are quick to respond, scope projects, and turnaround demanding tasks.
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100 Yards
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Profile Plan
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Amobee
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Illumine8
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President
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Owl Labs
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A HubSpot
CMS Client
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Director of Marketing
ALICE
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President
LookingPoint
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CEO & Co-Founder
Perl Street
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Creative Director
DONNAN Creative Strategy
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Founding Member
Vendr
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Jenny Nauman
100 Yards
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Content Manager
Pontera
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Director of Digital Strategy
Profile Plan
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Director of Content Marketing
Virsec
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Design Manager
MED e-care
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Sustainable Ocean Alliance
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A happy client
From the start, HubBase was responsive to our sense of urgency and we've now engaged them for multiple website rebuilds. They helped us make strategic decisions on how to scale building a library of modules that can be repurposed for other brands. Thank you, HubBase, for your partnership.
Derek Jones
Senior Vice President
Livetech
Got more questions?
Frequently Asked Questions
The integration provides a unified view by consolidating sales, marketing, and customer service data from Microsoft Dynamics 365 into HubSpot, offering a comprehensive overview of customer relationships.
Yes, integrating Dynamics 365 sales data into HubSpot allows for the alignment of sales and marketing efforts, enabling seamless collaboration and increasing overall efficiency.
HubSpot workflows can be triggered based on various Dynamics 365 interactions, facilitating automated lead nurturing and ensuring timely and personalized engagement with prospects.
HubSpot actions may include updating lead scores, initiating lead nurturing workflows, or sending welcome emails when a new lead is created in Microsoft Dynamics 365.
The integration can update deal records, trigger sales workflows, or send stage-specific communications in HubSpot when the stage of an opportunity is changed in Dynamics 365.
Actions may include updating customer service records, initiating case resolution workflows, or sending case-related notifications when a new case is created in Microsoft Dynamics 365.
The integration can sync contact data, initiate contact-specific workflows, or send contact update notifications when contact information is updated in Microsoft Dynamics 365.
Actions may include updating product records, initiating product-specific workflows, or sending product-related communications in HubSpot when a new product is added in Microsoft Dynamics 365.
Actions may include updating participant records, initiating pre-meeting workflows, or sending meeting details when a meeting is scheduled in Microsoft Dynamics 365.
HubSpot actions may include updating deal records, initiating opportunity-specific workflows, or sending conversion confirmation emails when a lead is converted to an opportunity in Microsoft Dynamics 365.