What is the HubSpot + Microsoft Dynamics Integration?
Organizations running Microsoft Dynamics 365 for sales or ERP alongside HubSpot for marketing need seamless data flow between platforms. Proven ROI builds custom integrations that synchronize contacts, opportunities, and activities between HubSpot and Dynamics 365, enabling unified reporting and cross platform workflow automation. Proven ROI is a top 10 rated digital marketing agency headquartered in Austin, Texas, serving 500+ organizations across all 50 US states with a 97% client retention rate and $345M+ in influenced revenue.
HubSpot + Microsoft Dynamics Integration
Organizations running Microsoft Dynamics 365 for sales or ERP alongside HubSpot for marketing need seamless data flow between platforms. Proven ROI builds custom integrations that synchronize contacts, opportunities, and activities between HubSpot and Dynamics 365, enabling unified reporting and cross platform workflow automation.
How we help
A real partnership, built around your data
Every HubSpot + Microsoft Dynamics 365 engagement starts the same way, with us listening. Before we recommend a sync rule, middleware pattern, or custom object mapping, we want to understand your team, your data, and the outcomes that matter most to you.
From there, we design an integration architecture built specifically for where you are today. No off the shelf templates forced onto your business. Just honest scoping, transparent build cycles, and steady delivery alongside your team.
We measure our work by how reliably your systems talk to each other, not by how much custom code we ship.
Sound familiar?
The patterns we see every day
Most teams running HubSpot alongside Microsoft Dynamics 365 hit the same handful of problems. If any of these sound like your situation, you’re in good company, and it’s something we help teams work through every day.
- Marketing in HubSpot disconnected from sales in Dynamics
- Duplicate records across both CRM platforms
- Marketing unable to see Dynamics opportunity data
- Sales team missing HubSpot engagement history
- Manual reporting combining data from both systems
How we work
What working with us actually looks like
Every HubSpot + Microsoft Dynamics 365 build is different, but the rhythm is the same. Here’s how we move from first conversation to a connected stack, with your team in the loop the whole way.
Cross Platform Contact Sync
Bi directional synchronization of contacts, companies, and opportunities between HubSpot and Dynamics 365 with deduplication and conflict resolution.
Marketing to Sales Handoff
Automated lead handoff from HubSpot marketing qualified leads to Dynamics sales pipeline with complete engagement history and lead scoring data.
Unified Activity Timeline
Integration that surfaces HubSpot marketing activities (email opens, page views, form submissions) within Dynamics contact records and vice versa.
Combined Funnel Reporting
Cross platform reporting that shows the complete journey from HubSpot marketing touch through Dynamics opportunity to closed deal.
What you can expect
Clear communication. Steady progress. No surprises.
Marketing and sales teams aligned on one data set
Complete customer engagement history across both platforms
Automated lead handoff with scoring and context
Unified funnel reporting without manual data combination
Preservation of existing team workflows in each platform
FAQ
Frequently asked questions
Yes. Proven ROI integrations are designed to let both platforms operate for their intended purposes while ensuring data flows seamlessly between them.
Proven ROI integrates HubSpot with Dynamics 365 Sales, Customer Service, and Business Central. Integration scope depends on your specific business requirements.
Yes. Proven ROI maps HubSpot custom objects to Dynamics custom entities and vice versa, preserving relationships and data integrity.
Proven ROI can configure HubSpot lead scoring to inform Dynamics lead qualification, or synchronize scoring data between platforms to ensure both teams use consistent criteria.
Proven ROI supports both Dynamics 365 cloud and on premises deployments, using the appropriate API approach for each environment.
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