HubSpot Dynamics Integration - Certified HubSpot Partner

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.

Update Engagements

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.

illustration of individuals looking at analytics

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.

Step 1

Discover

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.

Step 2

Design

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

Step 3

Build & QA

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

Step 4

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.

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.

Justin Stensrud

SouthStar Communities, Director of Marketing

As the manager of over 70 providers in the HubSpot Service Marketplace, SmartBug Media managed to stand out above the rest in several ways—no small feat.

Liz Ricklefs

HubSpot, Services Marketplace

From start to finish, SmartBug Media was absolutely amazing. We migrated our CRM from Salesforce and had quite a few custom items we wanted built and SmartBug replicated what we were wanting. Our main point of contact, Mike Wolfe, was very professional and knowledgeable about HubSpot and worked very hard to set up our CRM to our expectations and standards.

Amanda B.

If you are thinking about hiring an agency to help with your inbound marketing, SmartBug Media is someone you should contact.

Brian Halligan

HubSpot, CEO & Co-Founder

After two websites, a lot of inbound marketing work, and a HubSpot management program for one of our portfolio sites, it's clear that SmartBug Media knows what they're doing.

Kamau Coleman

Diamond Rock Partners, Managing Partner

If you are working within HubSpot, SmartBug has the people and know-how to build your website.

Michael Gin

Nomis, Creative Director

SmartBug knows HubSpot intimately and have achieved the impossible on multiple occasions for us.

Jeff Kell

Sigma, Head of UX/UI Design

SmartBug knows exactly what HubSpot can do and pushes the platform to perform for our business.

Luke Doiron

Conversant Bio, Chief Commercial Officer

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 [...] quick, responsive, and flawless at project management. They have particular expertise in inbound content marketing, HubSpot, and paid digital advertising. I highly recommend SmartBug!

Suzanne

VP of Marketing

Their unparalleled expertise in HubSpot, inbound practices, and marketing in general [...] has made them a trusted advisor resource unlike any other we have experienced.

Scott Travis

Keystone Technologies, Chief Marketing Officer

They are Jedi Masters when it comes to HubSpot and are wonderful teachers/coaches when it comes to looping you in on how to utilize it to your advantage.

Jonathan Higgins

Health Data Vision, Social Media Manager

The spectrum of knowledge and expertise in all things inbound, website development, HubSpot CMS, and lead gen is amazing.

Peter Mastrangelo

Harmony Healthcare International, Chief Financial Officer

Decided to take a chance and go with HubSpot's No. 1 partner. The SmartBug team not only delivered great results but working with them couldn't have been easier.

Paul Lambert

Ripcord Solutions, President

Integrations

Microsoft Dynamics Integration

Experience a smooth-like-butter integration of your HubSpot & Dynamics CRM platforms.

Why should you integrate HubSpot and Microsoft Dynamics 365?