Microsoft Dynamics Integration
Experience a smooth-like-butter integration of your HubSpot & Dynamics CRM platforms.
Why should you integrate HubSpot and Microsoft Dynamics 365?
Say goodbye to siloed data and fragmented workflows with seamless integration that puts all of your MarTech under one roof.
Why choose SmartBug to integrate Microsoft Dynamics with HubSpot?
It's simple: We're integrations experts. We live and breathe all things HubSpot, and we know how to transform your current tech stack into a lean, agile, all-in-one digital powerhouse.
We'll help you to:
- Update your marketing team with accurate, data-driven ROI.
- Capture information on leads, engagements, and campaigns.
- Improve alignment across marketing and sales teams.
- Ensure consistent messaging, coordinated contacts, and increased customer trust.
- Create flexibility in your data mapping and sync rules.
Sync Your Contacts
Create contacts in Dynamics from HubSpot based on any desired contact property and move data on a time sync. Plus, use your available company object sync for B2B. Get maximum flexibility by allowing for either HubSpot or Dynamics to be the system of record, or sync data bidirectionally.
Create Deals & Opportunities
Easily update HubSpot with sales opportunities from Dynamics. Your single dashboard view allows you to understand the status of opportunities in HubSpot at a glance. Create closed-loop reporting between marketing and sales teams.
View simple updating of engagement activities from HubSpot into Microsoft Dynamics 365 so you can gain meaningful insights about the data that matters most across your organization.
View Marketing Information & Analytics
Quickly generate vital webpage, email, and campaign information to be displayed in Microsoft Dynamics 365, offering the ultimate freedom to turn marketing analytics into action.
Our Step-by-Step Approach
Ready to add fuel to your marketing and sales operations with seamless HubSpot integration? Learn how we make it happen.
Build & QA
Go Live! Plus Post-Launch Support
SmartBug is available to respond to any issues with emails and workflows, providing support as you navigate your new HubSpot system.
How does SmartBug secure my data?
SmartBug Media does not store any data. We do have logs that show the previous 30-day sync activities; however, this data is used only for issue tracking and resolution.
How “real-time” is the data transfer?
Data moves as quickly as the systems will process it. In our experience, momentary delays may occur from either HubSpot or Dynamics. Depending on your plan with Microsoft, the delay from Dynamics could be up to five minutes. Processing through our integration software is typically completed in seconds.
Can I include custom properties from HubSpot or Dynamics?
Absolutely! We can help you set up properties in HubSpot and provide direction on setting them up in Dynamics.
How is duplication handled?
When it comes to email addresses, HubSpot is unique. If HubSpot detects a duplicate email, it will not create a new contact. We recommend cleaning up any duplication in Dynamics before integrating into HubSpot.
Can you clean up my system before integration?
We can recommend tools that help clean up data before any integration occurs.
Schedule a Consultation
Tell us how we can help.
What Our Clients Say
Not only was the creative work outstanding, but the knowledge... that SmartBug Media has of the HubSpot platform is superior to any other service provider that we contacted.
SmartBug has been a crucial agency partner for us over the past seven years. We have a lean team internally, so SmartBug functions like extended team members. They handle all of our digital marketing, content marketing and websites. They are a pleasure to work, quick, responsive and flawless at project management. They have particular expertise in inbound content marketing, HubSpot and paid digital advertising. I highly recommend SmartBug!
Decided to take a chance and go with HubSpot's #1 partner. The SmartBug team not only delivered great results, but working with them couldn't have been easier.
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