HubSpot Microsoft Dynamics 365 Integration

Connect Microsoft Dynamics 365 with HubSpot

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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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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.