Seamless integration of your HubSpot marketing and Dynamics CRM platforms
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
Provide your sales team with leads from marketing efforts
Update your marketing team with accurate, data-driven ROI
Capture information on leads, engagements, and campaigns
Benefit from flexibility in your data mapping and sync rules
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
Easily update HubSpot with sales opportunities from Dynamics
Rapidly understand the status of opportunities in HubSpot
Create closed-loop reporting between marketing and sales
View simple updating of engagement activities from HubSpot into Dynamics
Marketing Information and Analytics
Quickly generate vital webpage, email, and campaign information to be displayed in Dynamics
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
Their unparalleled expertise in HubSpot, inbound practices and marketing in general... has made them a trusted advisor resource unlike any other we have experienced.
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.
The spectrum of knowledge and expertise in all things inbound, website development, HubSpot CMS and lead gen is amazing.
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