Your marketing team loves HubSpot. Your sales team swears by Dynamics 365. But here's the problem: these systems don't talk to each other.
The result? Your teams waste hours copying data between platforms. Marketing qualified leads get lost in handoffs. Sales reps work with outdated contact info. Revenue attribution becomes a guessing game.
Sound familiar? You're not alone. Most companies struggle with this exact challenge.
The good news: HubSpot Dynamics 365 integration fixes these problems fast. Here's how it works and why your teams will thank you for it.
Stop playing phone tag with spreadsheets. Integration creates a live connection between HubSpot and Dynamics 365.
When someone fills out a form on your website, that lead appears in Dynamics instantly. When your sales rep updates a contact's job title, HubSpot gets that change right away.
You can choose exactly what syncs between systems. Most teams focus on these key objects:
Leads flow from HubSpot marketing campaigns straight into Dynamics as contacts or leads. Contacts stay current across both platforms with shared details like email, phone, and company info. Accounts sync as HubSpot Companies, keeping your customer database unified.
This two-way sync means everyone works with the same fresh data. No more "which system has the right phone number?" conversations.
Integration creates a single source of truth for every contact. Marketing sees all the sales notes. Sales sees every marketing interaction.
Your contact records become much richer. HubSpot tracks website visits, email opens, and form submissions. Dynamics tracks deal stages, sales calls, and revenue data. Combined, you get the full customer story.
This complete view transforms lead nurturing. You can automatically segment contacts based on both marketing behavior and sales data. High-intent website visitors with large deal sizes get priority treatment. Contacts who opened your pricing email but haven't been engaged with sales get targeted follow-up campaigns.
Your marketing campaigns become more surgical. Instead of broad email blasts, you send relevant messages based on actual buying signals and sales stage.
Here's where integration gets powerful. You can build audience segments using data from both systems.
Want to email all contacts in the manufacturing industry with deals over $50K? Easy. Need to target website visitors who downloaded your white paper but haven't been contacted by sales? Done.
This cross-platform segmentation makes personalization real. Your marketing messages can reference specific deal sizes, industries, or sales stages. Sales outreach can mention recent marketing engagement like downloaded content or webinar attendance.
The result? Higher open rates, better response rates, and faster deal cycles.
Integration automates the boring stuff so your teams can focus on strategy and closing deals.
New HubSpot contact? It automatically appears in Dynamics with all the right fields mapped. Dynamics deal moves to "proposal sent"? HubSpot triggers a follow-up email sequence. Contact opens three marketing emails in a week? Sales gets an alert to call them.
These automated workflows eliminate manual data entry. Your marketing coordinator stops copying contact lists. Your sales reps stop updating lead sources by hand. Everyone saves hours each week.
One company told us they reclaimed 10 hours per week just from automated contact syncing. That's time better spent on actual revenue-generating activities.
This might be the biggest win. Integration connects every closed deal back to its original marketing source.
Your Dynamics deals now show which HubSpot campaign generated each lead. Marketing can prove ROI with hard revenue numbers. Sales can see which campaigns deliver the best prospects.
Revenue attribution becomes crystal clear from first website visit to signed contract. You'll know exactly which blog posts, ads, and email campaigns actually drive sales.
Your monthly marketing meetings transform from "we sent 10,000 emails" to "our email campaign generated $150K in new business."
Setting up integration doesn't require a technical degree. HubSpot's native connector handles most of the work.
Start by connecting the two systems in HubSpot's integration settings. Choose which objects to sync (contacts, companies, deals). Standard fields like name and email map automatically. Add custom fields for your unique business data.
The whole setup usually takes a few hours, not weeks. Many companies work with certified partners to ensure everything maps correctly from day one.
Once configured, the systems sync continuously with minimal maintenance. Your IT team won't get stuck babysitting another integration.
HubSpot Dynamics 365 integration eliminates the data chaos that slows down growth. Your teams stop wasting time on manual tasks and start focusing on what matters: generating and closing deals.
Marketing gets better lead data for smarter campaigns. Sales gets complete contact histories for more effective outreach. Leadership gets clear revenue attribution for better planning.
The result is smoother operations, better team coordination, and measurable business growth. Your data finally works as hard as your teams do.