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Integrations

Connect HubSpot and Microsoft Dynamics 365

Last updated: September 28, 2022

Applies to:

All products and plans

Use the Microsoft Dynamics 365 integration with HubSpot to sync Microsoft Dynamics 365 objects with HubSpot. 

Integration requirements

Connect the integration

  • In your HubSpot account, click the Marketplace icon marketplace 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.

Turn on the 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.

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. 

  • In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
  • Click Microsoft Dynamics 365.
  • Click Set up your sync.
  • Select the object you want to sync between HubSpot and Microsoft Dynamics 365. You can sync Accounts, Contacts or Leads from Microsoft Dynamics 365.
    • Account: a Microsoft Dynamics 365 account stores data about companies you do business with. 
    • 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.

You can also manually create a NetSuite sales order from a HubSpot deal record:

  • In your HubSpot account, navigate to Sales > Deals.
  • On the Sales Orders card, click Add  > Create a Microsoft Dynamics sales order.
    • On the Account tab, select the Microsoft Dynamics and custom form to create a sales order. 
    • Click Next.
    • On the Customer tab, select the customer you want to create a sales order for. 
    • Click Next
    • On the Order tab, add sales order properties based on your chosen custom form type.
    • On the Review tab, review the sales order and make any necessary edits. 
    • Click Create sales order. 

Turn off data sync

  • In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
  • Click Microsoft Dynamics 365.
  • Click Actions > Turn off sync.

turn-off-sync

  • In the pop-up box, click Turn off sync.

Once the sync has been turned off, you can turn it on again by clicking Edit sync settings, or delete the sync. 

 

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