HubSpot Diamond Solutions Partner

Expert-Managed HubSpot & Microsoft Dynamics GP Integration

Stop letting data silos between your sales and finance teams create costly inefficiencies. Our bespoke integration service ensures your critical business data flows seamlessly and accurately, empowering your teams with a unified view of the customer lifecycle.

Leverage Your Financial Powerhouse: Microsoft Dynamics GP

Microsoft Dynamics GP is powerful for financial management and operations of your business. Connecting HubSpot to Microsoft Dynamics GP will allow you to close the loop on sales and marketing. You can sync invoice data, items for quotes and orders and build complete ROI reporting in HubSpot.

Sync Salesforce opportunity stages to HubSpot to trigger timely nurture campaigns for stalled or closed-lost deals.

Use Salesforce account data to personalize HubSpot email content and website smart content for key target accounts (ABM).

Provide your support team with the full sales and marketing history by syncing key Salesforce data to HubSpot service tickets.

Microsoft Dynamics GP is powerful for financial management and operations of your business. Connecting HubSpot to Microsoft Dynamics GP will allow you to close the loop on sales and marketing. You can sync invoice data, items for quotes and orders and build complete ROI reporting in HubSpot.

Empower Your Go-to-Market Teams: HubSpot

By integrating Dynamics GP with HubSpot, you provide your sales and marketing teams with the financial context they need, directly within the tools they use every day. They can see payment statuses and view sales history to trigger automated workflows based on financial data, leading to smarter marketing campaigns and more effective sales conversations.

Sync Salesforce opportunity stages to HubSpot to trigger timely nurture campaigns for stalled or closed-lost deals.

Use Salesforce account data to personalize HubSpot email content and website smart content for key target accounts (ABM).

Provide your support team with the full sales and marketing history by syncing key Salesforce data to HubSpot service tickets.

By integrating Dynamics GP with HubSpot, you provide your sales and marketing teams with the financial context they need, directly within the tools they use every day. They can see payment statuses and view sales history to trigger automated workflows based on financial data, leading to smarter marketing campaigns and more effective sales conversations.

Unlimited Sync Options for Your HubSpot Microsoft Dynamics GP Integration

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

We are able to create or modify any object or field in HubSpot and Microsoft Dynamics GP to ensure seamless data flow between your systems.

  • One-Way Sync: Perfect for streamlining handoffs, like creating a sales order in Dynamics GP when a deal is won in HubSpot.
  • Two-Way Sync: Ensures data integrity. Updates to a customer record in one system are intelligently reflected in the other.
  • Conditional Sync: Data flows only when specific criteria are met, like syncing a contact only if their lifecycle stage is 'Customer'.

Unlimited Object Mapping

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

HubSpot

Microsoft Dynamics GP

  • Contacts
  • Companies
  • Deals
  • Tickets
  • Engagements
  • Contacts
  • Customers
  • Opportunities
  • Cases
  • Activities
  • Contacts Contacts
  • Companies Customers
  • Deals Opportunities
  • Tickets Cases
  • Engagements Activities

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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

We can sync a wide range of standard and custom objects. Common data types include Customers, Contacts, Sales Orders, Invoices, Products/Items, and payment information. We tailor the sync to your specific needs, whether it's company and deal information from HubSpot or financial data from Dynamics GP.

Yes. Our service is designed to connect HubSpot to the core of your Dynamics GP system. This includes integrating with the financial modules to sync data like invoices, credit memos, and payment status, as well as the inventory modules to sync product/item master files and stock levels for accurate quoting inside HubSpot.

Handling complex data structures is our specialty. Our integration experts conduct a thorough discovery process to map all your custom fields and tables in Dynamics GP to the appropriate objects and properties in HubSpot. We also develop a strategy for migrating or syncing your historical and legacy data to ensure a seamless transition and a unified view.

Absolutely. This is one of the most valuable aspects of the integration. We can sync invoice details and payment statuses from Dynamics GP back to the HubSpot Company or Deal record. This gives your sales and service teams real-time visibility into a customer's financial history without ever leaving HubSpot, enabling more informed conversations and faster collections.

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Stop letting manual processes and data disconnects slow your business down. Let's discuss your specific integration challenges and map out a solution that drives efficiency, improves data accuracy, and provides a foundation for scalable growth.

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