1-3d
Electronic
delivery
0%
Taxes
0%
Discount

General info

Connect HubSpot with Dynamics 365 Sales to align marketing and sales, automate the lead-to-revenue process, and sync customer data bi-directionally. Final pricing and timeline are customized after scoping.

Useful links

Related files

Related products

Long description Connect HubSpot with Dynamics 365 Sales to align marketing and sales, automate the lead-to-revenue process, and sync customer data bi-directionally. Final pricing and timeline are customized after scoping.
Active 1

🔄 Sync HubSpot with Dynamics 365 Sales #

Marketing-to-Sales alignment. Automated revenue engine. #

Bridge your marketing automation and sales execution ecosystems to create a seamless customer journey from first touch to closed deal.
IT Partner's HubSpot + Dynamics 365 Sales Integration delivers real-time data sync and workflow automation between leading marketing and sales platforms.


🧩 What This Integration Does #

We connect HubSpot and Dynamics 365 Sales to enable:

  • 🔄 Bi-directional data sync (Contacts, Companies, Deals/Opportunities, Activities)
  • Automated lead lifecycle management (e.g., HubSpot MQL → Dynamics 365 Lead → Opportunity)
  • 📊 Unified funnel reporting by combining marketing and sales data in Power BI
  • 🔐 Secure access with Azure Entra ID and field-level security controls
  • 🚀 AI-powered insights using Dynamics 365 Copilot with enriched HubSpot data
HubSpot Dynamics 365 Integration Flow

💡 Why It Matters #

Without integration:

  • ❌ Marketing and sales teams operate with disconnected data and goals
  • ❌ Manual processes for handing off leads result in delays and dropped opportunities
  • ❌ Inability to attribute revenue to specific marketing campaigns and efforts

With integration:
Automate the lead handoff process from marketing to sales in real-time
Create a single source of truth for customer interactions across the entire lifecycle
Measure marketing ROI accurately by tracking leads all the way to closed revenue


🚀 Key Benefits #

  • Align Marketing & Sales: Automate the lead lifecycle from HubSpot form fill to Dynamics 365 Opportunity, ensuring no lead is ever dropped.
  • Sync Critical Business Data: Keep Contacts, Companies, and Deals/Opportunities in sync with field-level mapping precision.
  • Gain Full-Funnel Visibility: Create comprehensive Power BI dashboards that combine HubSpot engagement data with Dynamics 365 sales pipeline data.
  • Enhance Data Security: Implement Azure Entra ID Conditional Access and manage credentials securely with Azure Key Vault.
  • Leverage AI for Forecasting: Use Dynamics 365 Copilot to generate predictions and insights based on a complete view of marketing and sales activities.
  • Scale for Growth: Built on Azure, the integration scales effortlessly with your business.
HubSpot Dynamics Integration Diagram

⚙️ How It Works #

  1. Data Mapping & Strategy

    • Configure field matching between HubSpot properties and Dynamics 365 fields with conflict resolution rules.
    • Note: Custom objects and complex mappings may require middleware transformation.
  2. Integration Layer

    • Deploy Azure Logic Apps or a middleware platform with connectors for both systems.
    • Implement robust error handling and logging for API limits (HubSpot API daily limits vary by tier).
  3. Security & Governance

    • Apply Entra ID Conditional Access policies for secure access to both platforms.
    • Encrypt sensitive sync data with Azure Key Vault.
  4. Intelligence & Analytics

    • Consolidate data for reporting in Dataverse or Azure Synapse.
    • Surface AI-driven insights in Dynamics 365 using the unified dataset.

Technical Requirements:

  • HubSpot Professional or Enterprise tier (required for API access levels)
  • Dynamics 365 Sales Enterprise license with admin rights
  • Azure Logic Apps Standard tier (or a designated middleware platform)
  • Dataverse storage capacity for consolidated reporting and AI processing

🎯 Who's This For? #

  • B2B Organizations where marketing (HubSpot) and sales (Dynamics 365) teams need to be tightly aligned.
  • RevOps Leaders requiring a clear view of marketing-sourced revenue and funnel performance.
  • IT Leaders tasked with creating a unified, secure, and scalable tech stack across departments.
Unified Marketing & Sales Dashboard

🏆 Why Choose IT Partner LLC #

  • Microsoft & HubSpot Certified architects with deep cross-platform expertise.
  • Pre-built mapping templates for common objects to accelerate deployment.
  • Business-outcome focused implementations that prioritize ROI and user adoption.
Microsoft partner badges

💬 Align Your Marketing and Sales Teams Today #

Break down data silos and automate the customer journey from awareness to purchase.

SKU ITPWW095DEVOT

Manufacturer IT Partner
Product
Licensing SRV
Vertical
Duration 40 days
Add to cart
- +
150.38 per hour
To top