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Why integrate HubSpot and Dynamics?

  • Automate handover between marketing and sales
  • Provide insights in your marketing and sales efforts
  • Follow your contacts during their complete customer lifecycle
  • Profit from data consistency throughout your platform ecosystem

HubSpot / Dynamics integration overview

Connect your HubSpot portal to Dynamics so you can start supporting your customers and sales can follow up your leads. No need for error-prone manual handovers and imports.

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Sync contacts and leads

Send qualified leads to Dynamics to be followed up with Sales. All key properties are available in both systems.
Keep track of lead status in HubSpot to monitor lead quality. Use insights gained from your connection to sales to improve quality of leads delivered.
Always have the most up-to-date information available in both systems. Connect marketing and sales and gain from combined efforts of data generation.
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Keep track of Deals and Opportunities

Sync back deals to HubSpot to keep track of the results of your efforts. How many of your generated leads convert to actual customers?

Manage campaigns based on real deal data. Understand what works best and what opportunities you create.

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Get insights with detailed analytics

Discover what attributes the most to your success and discover opportunities. Create detailed reports and analytics based on the full commercial process.
Create detailed attribution reports based on campaign data, generated leads and marketing efforts.
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How we integrate HubSpot and Dynamics

01

Discover and design

02

Build and launch

03

Monitor

01

Discover and design

What is important for your business, what defines success?

Every business has it's unique way of working, different goals and their own roads to success. This resonates in every choice made, whether it be the way a process is set up, or the tools chosen to support this process.

The most important step in realizing a successful integration is describing your business and your unique way of working. We will define the data that matters most to you in each step of your process, map the data flow throughout the complete tech stack and write user acceptance tests.

02

Build and launch

Your data is your most important asset. To guarantee data integrity during and after the building process we will set up a safe testing environment which mirrors your live production set up.

The integration will be set up and fully tested, including stress tests with large amounts of data. We will follow each step in the process to be absolutely sure the integration supports your business as intended and applies to the definitions of success defined in the first step.

03

Monitor

Automated reports will show insights in the technical operation, amount records being amended and will show possible improvements.