Integrate HubSpot with Dynamics CRM

Be an integrated marketing hero with the most powerful and flexible Dynamics CRM integration for HubSpot. We support your business growth with hassle-free managed cloud integration..

integrate hubspot dynamics hubspot diagram

The Most Powerful and Flexible HubSpot + Dynamics Integration Available

As the first go-to-market partner for HubSpot + Dynamics integration, we’ve spent years refining it for our hundreds of happy and successful customers. Our managed service makes it easy for your team - there’s no software to learn, no complicated setup process, and minimum IT requirements. Let our team of experts do the heavy lifting while you focus on integrated inbound marketing.

Out-of-the-box Integration with these Dynamics entities:

We support custom integration with any other Dynamics entity, including your custom entities. Just ask!

  • Leads
  • Marketing Lists
  • Contacts
  • Campaign Responses
  • Opportunities
  • Activities
  • System Users (Owners)
dynamics lead intelligence with hubspot

Instant Access to HubSpot Lead Intelligence Data in Dynamics

Our Dynamics solution package delivers HubSpot lead intelligence data to your CRM Leads and Contacts, instantly. All the context your CRM users need from HubSpot analytics and tracking are at their fingertips, and the HubSpot public contact page is just a mouse click away from the embedded Mini Timeline iframe. Every HubSpot analytics field is available in Dynamics as a native field - you own the data, so your CRM can use it to the fullest potential. Best of all, new leads sync into Dynamics based on your preference and sales process. Don’t get stuck in a box with limitations from other integration services.

dynamics data in hubspot

Sync your Dynamics CRM Data into HubSpot for Marketing Bliss

See what it means to delight your customers when you’re able to segment and market to them effectively based on any synced Dynamics data. Valuable information like their customer status, assigned sales rep, and other key information syncs to HubSpot for use in lead scoring, smart lists, workflows, content personalization, and more.

dynamics closed loop marketing with hubspot

Close the Loop with Lifecycle Stage, Revenue, and Deal Reporting

When Dynamics customer status and opportunity data syncs to HubSpot, you can intelligently advance HubSpot lifecycle stages. When HubSpot knows which of your leads converted to customers, you win with valuable reporting and automation. Gain visibility into the entire sales pipeline in HubSpot, including opportunities generated with or without website leads. You’ll maximize the potential and power of HubSpot’s Reporting Dashboards, revenue reporting, smart list segmentation, and workflows.

From Start to Always, Our Process Has You Covered

Planning and Design

Your dedicated point of contact meets with your team to determine sync logic, customization options, and field mappings.

Build and Test

Our team builds your integration to spec and performs quality control tests.

Review and Launch

Your team gets the chance to review the sync in real-time before the launch and initial sync.

Support

We support your integration, including uptime, maintenance, API upgrades, and changes to field mappings.

HubSpot + Dynamics Integration Pricing

Flexible usage and feature based pricing designed to support your business growth. Have a question or need help deciding what’s right for you? Request a demo to speak to an expert. Customized pricing plans are available.

Basic
Most Popular Pro
Enterprise
Fees

Managed Setup and Support

With our managed HubSpot integration, there is:

  • No software to learn
  • No major time/resources needed to get started
  • Hassle-free setup and support
  • Best practices and years of experience delivering the highest quality sync

Our standard setup process takes 30-60 days and includes the following:

  1. Dedicated account manager point of contact.
  2. One hour kickoff meeting to review sync logic, customization options, and field mappings.
  3. Provision dedicated cloud environment where the integration will run.
  4. Provide Dynamics managed solution package to install all custom HubSpot fields and form customizations.
  5. HubSpot setup including fields and lists used for the integration.
  6. Development process includes all sync logic, customization options, and field mappings as scoped in the kickoff meeting.
  7. Test all sync flows and process test data in a quality assurance phase.
  8. Build and test in production environments.
  9. Full initial sync to populate both systems with all eligible records.
  10. One hour post-launch data review and integration training.

We support your integration to keep it running smoothly and support the evolution of your marketing automation. Managed support includes:

  • Email-based support ticketing.
  • Proactive updates to support changes to the HubSpot or Dynamics APIs.
  • General troubleshooting and connection updates.
  • Changes or additions to field mappings and included sync logic.
One-time setup fee

$4,000

$6,000

Custom quote

Total synced contacts included

10,000

50,000

250,000

Extra 50k contacts

$100/month

$100/month

$50/month

Request A Demo

Request A Demo

Request A Demo

Features
Fast syncing

The integration processes data every 5 minutes, and can be configured to run as fast as every 1 minute.

HubSpot fields and mini timeline in Dynamics

A managed solution package will be installed in Dynamics which creates custom HubSpot fields and an iframe for a mini timeline on the lead and contact forms. We recommend your CRM administrator installing this package in a test or sandbox environment first to ensure there are no conflicts with other customizations. HubSpot fields created in Dynamics include:

  • HubSpot Score
  • First Visit URL
  • Last Visit URL
  • First Referrer
  • Last Referrer
  • First Visit Timestamp
  • Last Visit Timestamp
  • Average Page Views
  • # Event Completions
  • # Page Views
  • # VisitsPersona
  • HubSpot Profile URL
  • Revenue Generated
  • Traffic Source
  • Opt Out Status
  • Is Eligible for Email
  • Emails Delivered
  • Emails Opened
  • Emails Clicked
  • Emails Bounced
  • First Email Send Date
  • Last Email Send Date
  • First Email Open Date
  • Last Email Open Date
  • First Email Click Date
  • Last Email Click Date
  • Last Email Name
  • Last Social Click
  • # Social Clicks
  • # Facebook Clicks
  • # Google Plus Clicks
  • # LinkedIn Clicks
  • # Twitter Clicks
  • Klout ScoreTwitter Handle
  • Twitter Profile PhotoTwitter Bio
Sync Dynamics Leads, Contacts, and Accounts with HubSpot Contacts

HubSpot to CRM

  • New and updated HubSpot Contacts sync to Dynamics Leads and Contacts.
  • You have control within HubSpot to choose which records are eligible to sync via an Inclusion List. Use conditions such as lead scoring, selected forms, and other conditional logic to qualify records to sync.
  • If your organization does not use Dynamics Leads, we will sync exclusively to contacts.
  • When a new contact is added to HubSpot, we search Dynamics for a lead or contact with a matching email address. If a match is found, we’ll update it. If not, we’ll create a new Dynamics lead or contact.
  • If you prefer to create a new lead for every HubSpot form submission, this is an optional customization at no additional cost.

CRM to HubSpot

  • New and updated Dynamics Leads and Contacts sync to HubSpot.
  • Dynamics Contacts are synced along with their parent account fields, such as company name, status, and any other custom field mappings.
  • You have the ability to filter which Dynamics leads and contacts are qualified to sync to HubSpot.
  • The name and email address of the record owner sync to HubSpot for all versions. This allows you to send internal email notifications to the assigned owner, as well as send emails to contacts from their assigned owner.
Unlimited custom field mappings

  • Sync custom fields between HubSpot Contacts and Dynamics Leads, Contacts, and Accounts.
  • You have control over which fields sync in which direction.
  • When mapping dropdown fields from HubSpot to Dynamics, you will need to provide the internal values of your Dynamics option sets. A CRM administrator may be required.
Sync opt-out status

  • Stay compliant with spam laws by syncing opt-out status.
  • When a HubSpot contact opts out of all email, we will set the “Do Not Allow Bulk Email” field in Dynamics.
  • When the “Do Not Allow Bulk Email” field is set in Dynamics, we will opt out the HubSpot contact of all email.
  • After a HubSpot contact opts out, it is not possible to opt them back in without email confirmation from the contact.
Closed-loop marketing and lifecycle management

  • We automatically sync Dynamics lead status, contact status, and account status to HubSpot.
  • Use HubSpot workflows to set the lifecycle stage of your HubSpot contact based on the Dynamics status.
  • Use the Sources report and other HubSpot reports to gain insights on your lead, opportunity, and customer conversion to close the loop on your marketing analytics.
Sync CRM Option Sets to HubSpot Dropdowns

Automatically populate HubSpot dropdown lists with the available options in CRM option set fields.

Sync Dynamics Owners to HubSpot Owners

  • After you set up users in HubSpot for each of your Dynamics users, our integration will sync record ownership via the HubSpot Owner field.
  • Sent internal email notifications to the assigned owner.
  • Send marketing emails to your contacts personalized from the assigned owner.
  • Assign new leads to owners directly within HubSpot workflows - either round-robin or other conditional assignment.
Create Campaign Responses in Dynamics

  • We automatically populate a HubSpot dropdown with all Dynamics marketing campaigns.
  • Using HubSpot forms or workflows, you can automatically create campaign responses from HubSpot.
  • Marketing reports in Dynamics include campaign effectiveness, revenue generated per campaign, and leads by source campaign.
  • The perfect solution for organizations already using Dynamics campaign reporting, or for those with multi-channel marketing looking to report on ROI across all channels.
Sync Dynamics Opportunities to HubSpot Deals

  • Unlock powerful marketing automation and reporting in HubSpot! We integrate all Dynamics Opportunities to HubSpot Deals, including opportunity status and any custom field mappings.
  • The opportunity may be associated to a primary contact or to all contacts under the opportunity’s account.
  • Create smart lists, workflows, and lead scoring based on any opportunity/deal field.
  • Use the HubSpot Reporting Add-On to generate dashboards and custom reporting on both marketing and sales.
Sync Dynamics Accounts to HubSpot Companies

$100/month

  • Maintain your Company/Contact relationships in HubSpot to reflect Account/Contact relationships in Dynamics.
  • This is helpful for sales reps looking to use HubSpot CRM to track some of their sales efforts.
  • Sync any Dynamics Account field to the HubSpot Company.
On-premise agent for CRMs behind a firewall

  • If your CRM is behind a firewall and not available via the public internet, our on-premise agent may be installed anywhere on your local network. This bypasses the need for firewall exceptions and will communicate with our cloud services to integrate Dynamics and HubSpot.
  • The on-premise agent is not required if your IT organization is able to add firewall exceptions for two IP addresses to our cloud integration platform.
Add-ons
Sync CRM marketing lists from Dynamics to HubSpot

$250/month

$250/month

  • All static and dynamic lists in Dynamics flagged to sync will be created in HubSpot with the same list name.
  • Any changes to list members (additions and deletions) will sync with the list members in HubSpot.
  • This is a one-way sync from Dynamics to HubSpot.
  • Sync time may vary based on the size of your list, anywhere from 30 minutes to several hours.
Sync custom Dynamics entities to HubSpot Deals

$100/month

$100/month

Do you have an entity not supported by our integration out of the box? Typically it’s best to sync custom entities to HubSpot Deals. A deal can have many different types, helpful to separate opportunities from custom entities. A deal is associated with one or more contacts, so this is also helpful for one-to-many relationships.

Perform setup and testing in sandbox (one-time)

$2,500

$2,500

We recommend connecting the integration directly with your Dynamics production account in order to avoid potential issues syncing your live HubSpot data with sandbox Dynamics data. If your IT organization requires sandbox testing of the integration before moving to production, this service is available for a small one-time fee.

Basic
Fees
Monthly fee
One-time setup fee

$4,000

Total synced contacts included

10,000

Extra 50k contacts

$100/month

Request A Demo

Features
Fast syncing

HubSpot fields and mini timeline in Dynamics

Sync Dynamics Leads, Contacts, and Accounts with HubSpot Contacts

Unlimited custom field mappings

Sync opt-out status

Closed-loop marketing and lifecycle management

Add-ons
Most Popular Pro
Fees
Monthly fee
One-time setup fee

$6,000

Total synced contacts included

50,000

Extra 50k contacts

$100/month

Request A Demo

Features
Fast syncing
HubSpot fields and mini timeline in Dynamics
Sync Dynamics Leads, Contacts, and Accounts with HubSpot Contacts
Unlimited custom field mappings
Sync opt-out status
Closed-loop marketing and lifecycle management
Sync CRM Option Sets to HubSpot Dropdowns
Sync Dynamics Owners to HubSpot Owners
Create Campaign Responses in Dynamics

Sync Dynamics Opportunities to HubSpot Deals

Sync Dynamics Accounts to HubSpot Companies

$100/month

Add-ons
Sync CRM marketing lists from Dynamics to HubSpot

$250/month

Sync custom Dynamics entities to HubSpot Deals

$100/month

Perform setup and testing in sandbox (one-time)

$2,500

Enterprise
Fees
Monthly fee
One-time setup fee

Custom quote

Total synced contacts included

250,000

Extra 50k contacts

$50/month

Request A Demo

Features
Fast syncing

HubSpot fields and mini timeline in Dynamics

Sync Dynamics Leads, Contacts, and Accounts with HubSpot Contacts

Unlimited custom field mappings

Sync opt-out status

Closed-loop marketing and lifecycle management

Sync CRM Option Sets to HubSpot Dropdowns

Sync Dynamics Owners to HubSpot Owners

Create Campaign Responses in Dynamics

Sync Dynamics Opportunities to HubSpot Deals

Sync Dynamics Accounts to HubSpot Companies

On-premise agent for CRMs behind a firewall

Add-ons
Sync CRM marketing lists from Dynamics to HubSpot

$250/month

Sync custom Dynamics entities to HubSpot Deals

$100/month

Perform setup and testing in sandbox (one-time)

$2,500

Request a Demo or Consultation

Speak with one of our integration experts about your HubSpot integration needs.