Last updated: November 8, 2023
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.
|HubSpot object||Microsoft Dynamics 365 object|
|Contact||Contact and Lead|
|Product||Bundles and Products|
Please note: calls, notes, tasks, and sales emails can only sync one-way from Microsoft Dynamics 365 to HubSpot activities.
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.
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.
You can also manually create a Microsoft Dynamics sales order from a HubSpot deal record:
Please note: if the line item price is changed on a HubSpot deal record, this will not sync to the created Microsoft Dynamics 365 sales order.
Use deal-based workflows to automatically create Microsoft Dynamics sales orders when the workflow is triggered (Sales Hub Professional or Enterprise only).