HubSpot/Dynamics Integration

Seamless integration of your HubSpot marketing and Dynamics CRM platforms

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Why Integrate HubSpot and Microsoft Dynamics?

  • Realize better alignment and trust between marketing and sales teams
  • Ensure consistent messaging, coordinated contacts, and increased customer/buyer trust
  • Easily maintain continuity in the Buyer’s Journey
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Get Results

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Provide your sales team with leads from marketing efforts

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Update your marketing team with accurate, data-driven ROI

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Capture information on leads, engagements, and campaigns

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Benefit from flexibility in your data mapping and sync rules

Contact Sync

Contact Sync

  • Create contacts in Dynamics from HubSpot based on any desired contact property
  • Move data on a time sync
  • Use available company object sync for B2B
  • Allow for either HubSpot or Dynamics to be the system of record, or sync data bi-directionally

Deals and Opportunities

Deals and Opportunities

  • Easily update HubSpot with sales opportunities from Dynamics
  • Rapidly understand the status of opportunities in HubSpot
  • Create closed-loop reporting between marketing and sales

Engagements

Engagements

  • View simple updating of engagement activities from HubSpot into Dynamics

Marketing Information and Analytics

Marketing Information and Analytics

  • Quickly generate vital webpage, email, and campaign information to be displayed in Dynamics

Our Process

Discovery
Discovery

We partner with you to create a clear picture of the project, align with your marketing strategy, define how we will work together, and decide what the end result will look like.

Design
Design

We review requirements, and then map and document data flow with our proprietary platform. An internal QA plan is created to test before final acceptance.

Build
Build

Your project is built and mapping is tested within a controlled development environment.

QA
QA

The entire process is thoroughly tested through our rigorous quality assurance process, and a demo is provided for review. Once approved, we manage all the steps involved in going live.

Integration Packages

SmartBug has several packages to choose from, based on your integration needs. For a more complex Dynamics integration, contact us for a custom solution.

Standard
Professional
Advanced
Object
2
6
10
Managed Records
75,000
150,000
300,000
Field Mappings (Total)
100
200
300

FAQs

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

What our clients say

I loved working with the SmartBug team ... and would highly recommend them! They are highly professional, creative, collaborative, and really know their stuff. They kept us on track and focused despite some big internal changes in our company mid-project. They were great at listening to our concerns, collaborating on changes, educating us on best practices, and staying focused on achieving a great end result as we walked through the entire process. I was impressed by their expertise, grateful for their collaborative approach, and thankful for their focused guidance. I hope we have the chance to work together again!”

Heidi Spillett

Remedy Interactive

Tanya Venegas

Our SmartBug team is fantastic! As someone new to website design and marketing they have helped walk me through everything step-by-step and have been there to answer every question I have in a timely manner. It is great to have a team to rely on and take our company to the next stage.”

Tanya Venegas

HotStats

Donna Suen

We’ve worked with SmartBug for over a year now on a number of inbound marketing programs, and SmartBug has gone above and beyond to deliver on our goals and meet our needs. The content they’ve created for us include numerous emails, blog posts, whitepapers, and e-books that not only drive the traffic we need to our site, but is driving the right audience. They also helped build our web presence by growing our social media presence and optimizing our sites to improve our keyword rankings. Everyone we’ve worked with at SmartBug has been easy to work with, responsive, and knowledgeable, and I would definitely recommend SmartBug to anyone.”

Donna Suen

ProAV Marketing Manager, Ingram Micro

Hannah Waller

From the first introductory call we had with Smartbug, we were blown away by their professionalism, organization, creativity, and depth of knowledge of inbound marketing and Hubspot. They helped guide us through a new website redesign with strong, proven strategy after another Hubspot Diamond Partner made a convoluted mess of our website backend and failed to deliver on multiple fronts. Instead, Smartbug is more than on top of things, they help our team stay organized, and they deliver everything better than promised and often ahead of schedule. Add that to the fact that they are extremely easy to work with and adaptable, and have helped improve our lead generation and marketing results, and it's a solid WIN. We would recommend SmartBug 10 times out of 10!”

Hannah Waller

Pulsara

Lionel Gibbons

We needed a new microsite designed and built in time for the launch of a new product. As is so often the case, circumstances caused the project to get started much later than planned, and we weren't sure we could get it done on time. SmartMedia's Ryan responded quickly, understood our predicament, and told us exactly what they could do for us in the time we had. We took the risk, put our project in their hands, and they pulled it off without a hitch. Two things stand out for me. First, Ryan didn't waste any time spinning a canned sales pitch. It was refreshing to talk to someone who is so matter-of-fact and gets right to business. Second, the team assigned to the project ran it like clockwork. We got a detailed schedule, updates at every step, and reminders when we needed to provide something to keep the project moving. Just what every busy marketer needs—someone else keeping things on track. Bottom line? They did a great job and I'd use them again. Recommended.”

Lionel Gibbons

VP Marketing, Bright Computing

We have worked with other inbound agencies in the past, but SmartBug is an inbound marketing agency unlike any other—a class act, driven by passion, a strong work ethic, and high standards, without any weak links. My team and I have partnered with SmartBug for the past six months. Our rebranding strategy dovetailed into a website relaunch with an aggressive timetable that Kyle and his team were able to accomplish on time and within budget. We are a fast-growing B2B tech company operating in the genuine white space of web archiving. On the inbound and GDD side, Juli and Aaron took the time to learn about our business, clients, and industry to help us achieve our goals. They have been a true extension of our marketing team, without the compromise or disconnect. SmartBug is a cultivated team that drives results and helps you to achieve your marketing goals.”

Pamela Talevski

Worldwide Marketing, Hanzo Archives

Bill King

We've been working with SmartBug on a few SEO projects and they've been awesome to work with. They are always prepared, have great energy in meetings, and are helpful whenever I need it.”

Bill King

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