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. |
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🔄 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

💡 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.
⚙️ How It Works #
-
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.
-
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).
-
Security & Governance
- Apply Entra ID Conditional Access policies for secure access to both platforms.
- Encrypt sensitive sync data with Azure Key Vault.
-
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.

🏆 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.

💬 Align Your Marketing and Sales Teams Today #
Break down data silos and automate the customer journey from awareness to purchase.