HubSpot Diamond Solutions Partner

Seamless HubSpot Dynamics 365 Integration

Data silos between your HubSpot marketing platform and your Microsoft Dynamics 365 CRM create inefficiency and kill growth. Our expert-led HubSpot integration with Dynamics 365 transforms your separate platforms into a single, unified source of truth for all your customer data.

Empower Your Sales Team with a 360-Degree Customer View in Your CRM

With our HubSpot Dynamics 365 integration, your sales team gets a complete history of every marketing touchpoint directly within the Dynamics 365 contact or lead record. This isn't just data transfer; it's delivering actionable intelligence that helps them close deals faster.

Complete Lead Histories: Full visibility into the customer journey, from first touch to opportunity stage, right in your CRM.

Accurate Lead Scoring: Sync marketing-qualified leads (MQLs) and their scores so sales can prioritize the hottest prospects.

Real-time Activity Sync: Keep CRM records updated with website visits, email opens, and form fills instantly.

microsoft dynamics 365 transaction

With our HubSpot Dynamics 365 integration, your sales team gets a complete history of every marketing touchpoint directly within the Dynamics 365 contact or lead record. This isn't just data transfer; it's delivering actionable intelligence that helps them close deals faster.

Achieve True Closed-Loop Reporting with Your HubSpot Integration with Dynamics 365

Our HubSpot integration with Dynamics 365 creates the data feedback loop necessary for true ROI analysis. By syncing opportunity and deal data from your CRM back to HubSpot, we empower marketers to connect their campaigns directly to closed-won revenue.

Attribute Revenue to Campaigns: Understand which marketing efforts are sourcing the most valuable opportunities in your sales pipeline.

Optimize Your Funnel: Identify where leads stall in the sales process and refine nurture campaigns based on CRM data.

Segment Based on CRM Purchase Data: Create highly targeted marketing lists in HubSpot using actual customer and deal information from Dynamics 365.

Our HubSpot integration with Dynamics 365 creates the data feedback loop necessary for true ROI analysis. By syncing opportunity and deal data from your CRM back to HubSpot, we empower marketers to connect their campaigns directly to closed-won revenue.

Unlimited Sync Options Between HubSpot and Microsoft Dynamics 365 CRM

Your Integration, Your Rules. Whether you want data to flow in real time or under certain circumstances, we can build the sync to fit your exact needs.

Built for Your Business Process

Standard, out-of-the-box connectors force you into a rigid data model. We believe your integration should adapt to your business, not the other way around. Our solution is built to handle your unique processes, custom data points, and complex routing rules, ensuring a perfect fit for your GTM strategy.

  • One-Way Sync: Push data from a source system to a destination. Ideal for populating your CRM with marketing qualified leads from HubSpot or sending sales data back to HubSpot for reporting.
  • Two-Way Sync: Keep records perfectly aligned between both platforms. An update to a contact in Dynamics 365 will reflect in HubSpot, and vice-versa, ensuring a single source of truth.
  • Conditional Sync: Sync data only when specific criteria are met. For example, sync a contact to the CRM only when their lifecycle stage becomes 'SQL' or a deal value exceeds a certain threshold.

Comprehensive Object & Field Mapping

We are able to create or modify any object or field in HubSpot and Microsoft Dynamics 365 CRM

HubSpot

Microsoft Dynamics 365

  • Contacts
  • Companies
  • Products
  • Users
  • Engagements
  • Properties
  • Contacts
  • Accounts
  • Products
  • Users
  • Marketing / Campaign Responses
  • Fields
  • Contacts Contacts
  • Companies Accounts
  • Products Products
  • Users Users
  • Engagements Marketing / Campaign Responses
  • Properties Fields

Trusted by High-Growth Companies

See why leaders at scaling companies partner with Integrate IQ's experts.

I've been working with Integrate IQ for over 2 years now. We've had several outside systems that we wanted integrated with our HubSpot instance. From project planning and scoping, through build, and after deployment support, the team at Integrate IQ has been exemplary to work with. They've delivered on all commitments, helped established reasonable time frames for deliverab…

Marohn, M

We've partnered with Integrate IQ for over five years to develop integrations between our complex and not-so-widely-known ERP. They understand HubSpot's strengths, weaknesses and limitations, and are able to easily adapt to our evolving needs. They had an ownership change a few years ago, but that did not impact their expertise/service. We really appreciate our relationship…

Craychee, A

Integrate IQ has been great to work with! As someone who can be intimidated when things get too technical, they made the process of outlining our integration very approachable and understandable. They're great to work with and built the integration that we asked for, and then continued to work with us to fine-tune the tool over time as we figured out exactly what we needed.

Lauren Little

Integrate has been fantastic to work with. They helped us implement our CRM, design a framework for our pipeline that works perfectly and they built out an integration between HubSpot and Netsuite which allows our data to flow seamlessly. They've been an invaluable partner in our growth.

Whipple, M

We worked with Integrate IQ on a complex integration and now we have a fantastic solution that makes HubSpot work even better!

Ben Donahower
Frequently Asked Questions

Frequently Asked Questions

Those tools are for simple, trigger-based automations. We provide a robust, enterprise-grade integration service. Our expert team handles the entire process from discovery to building and ongoing support specializing in complex integrations with custom business logic that off-the-shelf tools can't handle.

Yes. As part of the implementation, we typically perform an initial bulk sync to align all your existing historical data between HubSpot and Dynamics 365. After this, the integration runs in real-time or based on your specified triggers to keep everything current.

Yes, absolutely. While basic connectors exist, our service provides a deep, custom integration between Dynamics 365 and HubSpot. We go beyond simple data passing to build a robust bridge that aligns with your specific business processes, ensuring seamless data flow and a unified view of your customer across both platforms.

We can sync all standard and custom objects. This includes Contacts, Companies, Deals, and Marketing Events from HubSpot, as well as Accounts, Contacts, Leads, and Opportunities in Dynamics 365. We also handle activities, notes, and any other critical CRM data points your teams rely on.

Yes, supporting custom entities and fields is a core part of our service. We understand that your business runs on unique data. Our experts map and integrate any custom fields or even entirely custom entities you've built in Dynamics 365, ensuring no information is left siloed.

Yes, we offer fully configurable bi-directional (two-way) sync for all key objects, including contacts, leads, and opportunities. This means an update in one system is intelligently reflected in the other, ensuring both your sales and marketing teams are always working with the most up-to-date information.

Get Your Free HubSpot Consultation + Claim the Free CRM Mastery Kit Instantly

Schedule a free, no-obligation scoping call to discuss your HubSpot Dynamics 365 integration and unlock new levels of efficiency for your sales and marketing teams.

Contact Us Book A Meeting