Last updated: April 21, 2021
|All products and plans|
Use the Microsoft Dynamics 365 integration with HubSpot to sync Microsoft Dynamics 365 leads or contacts two-way with HubSpot contacts.
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.
Decide what happens when a contact is updated in the other app or HubSpot.
There are four separate configurations you can select:
This configuration will sync all new and updated contact information from HubSpot to Microsoft Dynamics 365.
This configuration will sync all new and updated contact information from Microsoft Dynamics 365 to HubSpot.
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.
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.
When a contact is created or updated by the app, you can assign a HubSpot lifecycle stage.
By default, HubSpot will only sync contacts that have a valid email address. You can turn this off by clearing the checkbox.
The integration will not delete contacts when they have been deleted in the other app.
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.
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.
The HubSpot-Salesforce integration allows you to pass data between HubSpot and Salesforce seamlessly, and...
With the Zoom integration, you can add video conference links to scheduled meetings in HubSpot and easily add...
The Google Calendar and Outlook Calendar sync with HubSpot allows you to simultaneously log a meeting in your...