Connect HubSpot and Microsoft Dynamics 365
Last updated: December 10, 2021
Applies to:
All products and plans |
Use the Microsoft Dynamics 365 integration with HubSpot to sync Microsoft Dynamics 365 objects with HubSpot.
Integration requirements
- You must be a Super Admin or have App Marketplace Access permissions in your HubSpot account.
- You must have Read permissions for records in Microsoft Dynamics 365.
- To set up a two-way sync, you must have Read and Write permissions for each record type in Microsoft Dynamics 365.
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.
- Click Next.
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.
Turn off data sync
You can turn off data sync to prevent records from the app from syncing from HubSpot, and vice versa.
- 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.
- 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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