Last updated: January 19, 2023
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Use the Microsoft Dynamics 365 integration with HubSpot to sync Microsoft Dynamics 365 objects with HubSpot.
After connecting the app you will need to turn the sync on. You can configure a one-way or two-way sync for your data.
Please note: if you are using PieSync to sync data with HubSpot already, you will need to pause the connection on the PieSync side before activating the HubSpot sync.
Once the sync has been turned on, you can configure your sync settings. Learn more about configuring your sync settings and adding the HubSpot contact timeline to Microsoft Dynamics.
Create a Microsoft Dynamics sales order from a deal record
You can also manually create a NetSuite sales order from a HubSpot deal record:
You can turn off data sync to prevent records from the app from syncing from HubSpot, and vice versa.
Once the sync has been turned off, you can turn it on again by clicking Edit sync settings, or delete the sync.
Use deal-based workflows to automatically create Microsoft Dynamics sales orders when the workflow is triggered (Sales Hub Professional or Enterprise only).
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