Last updated: April 21, 2021
Use the Microsoft Dynamics 365 integration with HubSpot to sync Microsoft Dynamics 365 leads or contacts two-way with HubSpot contacts.
Connect the HubSpot integration
- In your HubSpot account, click the Marketplace icon in the main navigation bar, then select App Marketplace.
- Search for the Microsoft Dynamics 365 integration, and select Microsoft Dynamics 365 in the results. In the top right, click Connect app.
- Enter your Microsoft Dynamics 365 subdomain and click Install app.
Using the integration
Turn on data sync
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.
- In your HubSpot account, click the Marketplace icon in the main navigation bar. Under Manage, select Connected apps.
- Click Microsoft Dynamics 365.
- Click Set up your sync.
- On the Choose an object to sync page, click the object you want to sync between HubSpot and Microsoft Dynamics 365. You can sync Contacts or Leads from Microsoft Dynamics 365.
- Contact: a Microsoft Dynamics 365 contact is someone you currently do business with or have done business with in the past.
- Lead: a Microsoft Dynamics 365 lead is a business prospect that you have not yet qualified through your sales process.
Creating and updating contacts
Decide what happens when a contact is updated in the other app or HubSpot.
There are four separate configurations you can select:
- Two-way sync (Default).
- One-way sync from HubSpot to Microsoft Dynamics 365.
- One-way sync from Microsoft Dynamics 365 to HubSpot.
- Use sync filters
One-way sync from HubSpot to Microsoft Dynamics 365
This configuration will sync all new and updated contact information from HubSpot to Microsoft Dynamics 365.
One-way sync from Microsoft Dynamics 365 to HubSpot
This configuration will sync all new and updated contact information from Microsoft Dynamics 365 to HubSpot.
Two-way sync
This configuration will sync all new and updated contact information from HubSpot to Microsoft Dynamics 365 and from Microsoft Dynamics 365 to HubSpot. For contacts that already exist in both platforms, their contact properties will be merged.
Use sync filters
Sync filters can be used to limit the scope of the sync. It is recommended to apply a filter each time you set up a sync.
To test out your sync, you can create a static list with a small number of contacts first before setting it live for all or a larger set of contacts.
Set lifecycle stage
When a contact is created or updated by the app, you can assign a HubSpot lifecycle stage.
Handling duplicates
By default, HubSpot will only sync contacts that have a valid email address. You can turn this off by clearing the checkbox.
Deleting contacts
The integration will not delete contacts when they have been deleted in the other app.
Resolving data conflicts
When you have two-way sync enabled there may be some data conflicts that will need to be resolved. For example, in HubSpot, the First name of a contact is Dave while in the other app the First name of that same contact is David. This is a conflict that will be resolved by looking at the defaulting app. If there is no value in the field in the defaulting app, no data will be removed from the other app.
Please note: this setting does not overrule sync direction.
- When you're happy with your sync setup, click Review in the top right.
- Review your sync and click Save and sync.
After clicking Save and sync, an import will be initiated from Microsoft Dynamics 365 to HubSpot. The initial sync may take a while to run, when it is complete contacts will sync within 10 minutes of a change.
Turn off data sync
- In your HubSpot account, click the Marketplace icon in the main navigation bar. Under Manage, select Connected apps.
- Click the Microsoft Dynamics 365.
- Click Actions > Turn off sync.
- In the pop-up box, click Turn off sync.
