HubSpot Diamond Solutions Partner

HubSpot & Microsoft Dynamics AX Integration: Align Your GTM and ERP Data

Connect HubSpot's powerful CRM platform with your Microsoft Dynamics AX ERP to break down data silos, streamline your entire lead-to-revenue lifecycle, and create a single source of truth for customer data.

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Empower Your Operations with Real-Time GTM Visibility

Bridge the critical gap between your commercial and operational functions. By syncing real-time sales and customer data from HubSpot into Dynamics AX, you provide your finance, supply chain, and production teams with the accurate information needed for precise demand planning, streamlined order management, and faster financial closing.

Automated Order-to-Cash Cycle: Automatically convert closed-won deals in HubSpot into sales orders in Dynamics AX, reducing manual data entry and accelerating fulfillment.

Improved Demand & Inventory Planning: Give your supply chain team direct visibility into the sales pipeline, enabling more accurate forecasting to optimize production and inventory levels.

Enhanced Financial Controls: Ensure data consistency between sales contracts and financial records in your ERP, simplifying reconciliation and improving revenue recognition accuracy.

Unlock a 360-Degree Customer View in HubSpot

Enrich your HubSpot CRM with essential financial and operational data from Microsoft Dynamics AX. This integration gives your sales, marketing, and customer service teams a complete, real-time picture of every account, including order history, credit status, and shipping information, all without leaving the CRM.

Complete Financial & Order Visibility: Display customer credit limits, payment terms, and detailed order history from Dynamics AX directly on the HubSpot company record.

Accelerate the Sales Cycle: Empower sales reps to check inventory levels, confirm pricing, and generate accurate quotes using real-time data from your ERP.

Smarter Customer Segmentation: Build targeted marketing campaigns and automated workflows based on customer purchase history, product usage, or payment status pulled from Dynamics AX.

A Flexible Sync Architecture That Molds to Your Business

Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.

Built for Your Business Process

Standard connectors impose a rigid, one-size-fits-all data model that rarely matches your true workflow. Our custom integration is engineered to map the data flow to your specific business logic and lead-to-revenue process, ensuring the technology supports your operations, not the other way around.

Bi-Directional & Uni-Directional Sync: Maintain a single source of truth by controlling the precise flow of data between HubSpot and Dynamics AX.
Real-time & Scheduled Syncs: Trigger data transfers instantly based on key events or run large-scale batch updates on a schedule that fits your operational cadence.
Custom Sync Logic & Triggers: Define the exact conditions for data synchronization, such as a deal reaching a specific stage, a quote being approved, or a customer's credit status changing.
High-Volume Data Handling: Our enterprise-grade architecture is built to reliably manage large and complex data transfers without impacting system performance.

Comprehensive Object & Field Mapping

We ensure seamless data translation between HubSpot and Microsoft Dynamics AX by mapping standard and custom objects and fields for a complete operational view.

HubSpot

Microsoft Dynamics AX

Users
Contacts
Lists
Deals
Products & Line Items
Quotes

Users
Contacts
Lists
Sales Orders
Items / Products
Sales Quotations

Users Users
Contacts Contacts
Lists Lists
Deals Sales Orders
Products & Line Items Items / Products
Quotes Sales Quotations

Why Integrate IQ?

Our four pillars for delivering successful outcomes on complex projects.

Mastery of Complexity

We thrive on custom API integrations, multi-system migrations, and 'messy data' that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.

Pragmatic Innovation

Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.

De-Risking the Process

Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That's how we maintain a 98.5% customer retention rate.

The Expert You Call

We're a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.

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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

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Frequently Asked Questions

Our custom solution can sync customer-specific price lists, discounts, and payment terms from Dynamics AX into HubSpot. This ensures your sales team generates accurate quotes within the CRM using the correct, pre-approved commercial terms for each account, eliminating pricing errors.

Yes. We can configure the integration to automatically create a sales order in Dynamics AX as soon as a deal is marked 'Closed Won' in HubSpot. The automation can include all relevant line items, quantities, and customer information, removing manual steps and accelerating the fulfillment process.

Absolutely. We can perform a one-time historical data sync to populate existing HubSpot records with past transactional data from Dynamics AX. This provides your commercial teams with immediate access to a complete customer history inside the CRM from day one.

Standard connectors offer basic field mappings for a limited set of objects. Our custom integration is built for complex scenarios, supporting custom fields, unique business logic (e.g., syncing deals only from specific business units), and multi-entity ERP environments that off-the-shelf solutions cannot handle.

Get Your Free HubSpot Consultation!

Schedule a discovery call with our integration experts to see how a seamless connection between HubSpot and Microsoft Dynamics AX can unlock new levels of efficiency and drive predictable growth for your business.