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Microsoft Dynamics Integration

Experience a smooth-like-butter integration of your HubSpot & Dynamics CRM platforms.

Why should you integrate HubSpot and Microsoft Dynamics 365?

Say goodbye to siloed data and fragmented workflows with seamless integration that puts all of your MarTech under one roof.

HubSpot and MicroSoft Dynamics logos
integrations illustrations

Why choose SmartBug to integrate Microsoft Dynamics with HubSpot?

It's simple: We're integrations experts. We live and breathe all things HubSpot, and we know how to transform your current tech stack into a lean, agile, all-in-one digital powerhouse. 

We'll help you to:

  • Update your marketing team with accurate, data-driven ROI.
  • Capture information on leads, engagements, and campaigns.
  • Improve alignment across marketing and sales teams.
  • Ensure consistent messaging, coordinated contacts, and increased customer trust.
  • Create flexibility in your data mapping and sync rules.
HubSpot and Microsoft Dynamics logos

Sync Your Contacts

Create contacts in Dynamics from HubSpot based on any desired contact property and move data on a time sync. Plus, use your available company object sync for B2B. Get maximum flexibility by allowing for either HubSpot or Dynamics to be the system of record, or sync data bidirectionally.

HubSpot deals dashboards

Create Deals & Opportunities

Easily update HubSpot with sales opportunities from Dynamics. Your single dashboard view allows you to understand the status of opportunities in HubSpot at a glance. Create closed-loop reporting between marketing and sales teams.

HubSpot engagements dashboards

Update Engagements

View simple updating of engagement activities from HubSpot into Microsoft Dynamics 365 so you can gain meaningful insights about the data that matters most across your organization. 

illustration of individuals looking at analytics

View Marketing Information & Analytics

Quickly generate vital webpage, email, and campaign information to be displayed in Microsoft Dynamics 365, offering the ultimate freedom to turn marketing analytics into action. 

Our Step-by-Step Approach

Ready to add fuel to your marketing and sales operations with seamless HubSpot integration? Learn how we make it happen.

Step 1

Discover

We partner with you to create a clear picture of the project, align with your marketing strategy, define how we will work together, and decide what the end result will look like.
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Step 2

Design

We review requirements, and then map and document data flow with our proprietary platform. We create an internal QA plan to test before final acceptance.
Step 3

Build & QA

Your project is built and mapping is tested within a controlled development environment. The entire process is thoroughly tested through our rigorous quality assurance process, and a demo is provided for review. Once approved, we manage all the steps involved in going live.
Step 4

Go Live! Plus Post-Launch Support

SmartBug is available to respond to any issues with emails and workflows, providing support as you navigate your new HubSpot system.

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As we continued to partner with SmartBug, they helped us realize the extent of what we could achieve with inbound marketing and sales enablement tactics, powered through our HubSpot platform. We’ve now built a data-driven distribution function, with seamless integration between marketing and sales activities.
Sarah Alexander Headshot
Sarah Alexander
Chief Marketing Officer, Emles Advisors

Integration Packages

SmartBug has several packages to choose from, based on your integration needs. For a more complex Dynamics integration, contact us for a custom solution.

Standard
Professional
Advanced
Object
2
6
10
Managed Records
75,000
150,000
300,000
Field Mappings (Total)
100
200
300

FAQs

How does SmartBug secure my data?

SmartBug Media does not store any data. We do have logs that show the previous 30-day sync activities; however, this data is used only for issue tracking and resolution.

How “real-time” is the data transfer?

Data moves as quickly as the systems will process it. In our experience, momentary delays may occur from either HubSpot or Dynamics. Depending on your plan with Microsoft, the delay from Dynamics could be up to five minutes. Processing through our integration software is typically completed in seconds.

Can I include custom properties from HubSpot or Dynamics?

Absolutely! We can help you set up properties in HubSpot and provide direction on setting them up in Dynamics.

How is duplication handled?

When it comes to email addresses, HubSpot is unique. If HubSpot detects a duplicate email, it will not create a new contact. We recommend cleaning up any duplication in Dynamics before integrating into HubSpot.

Can you clean up my system before integration?

We can recommend tools that help clean up data before any integration occurs.

Schedule a Consultation

Tell us how we can help.

What Our Clients Say

Luke Doiron

SmartBug knows exactly what HubSpot can do and pushes the platform to perform for our business.

Luke Doiron
Conversant Bio, Chief Commercial Officer

If you are working within HubSpot, SmartBug has the people and know-how to build your website.

Michael Gin
Nomis, Creative Director

The spectrum of knowledge and expertise in all things inbound, website development, HubSpot CMS, and lead gen is amazing.

Peter Mastrangelo
Harmony Healthcare International, Chief Financial Officer

From start to finish SmartBug Media was absolutely amazing. We migrated our CRM from Salesforce and had quite a few custom items we wanted built and SmartBug replicated what we were wanting. Our main point of contact, Mike Wolfe, was very professional and knowledgeable about HubSpot and worked very hard to set up our CRM to our expectations and standards.

Amanda B.
Liz Ricklefs

As the manager of over 70 providers in the HubSpot Service Marketplace, SmartBug Media managed to stand out above the rest in several ways—no small feat.

Liz Ricklefs
HubSpot, Services Marketplace
Brian Halligan

If you are thinking about hiring an agency to help with your inbound marketing, SmartBug Media is someone you should contact.

Brian Halligan
HubSpot, CEO & Co-founder
Kamau Coleman

After two websites, a lot of inbound marketing work, and a HubSpot management program for one of our portfolio sites, it's clear that SmartBug Media knows what they're doing.

Kamau Coleman
Diamond Rock Partners, Managing Partner

Their unparalleled expertise in HubSpot, inbound practices and marketing in general... has made them a trusted advisor resource unlike any other we have experienced.

Scott Travis
Keystone Technologies, CMO

Not only was the creative work outstanding, but the knowledge... that SmartBug Media has of the HubSpot platform is superior to any other service provider that we contacted.

Justin Stensrud
SouthStar Communities, Director of Marketing

SmartBug has been a crucial agency partner for us over the past seven years. We have a lean team internally, so SmartBug functions like extended team members. They handle all of our digital marketing, content marketing, and websites. They are a pleasure to work, quick, responsive and flawless at project management. They have particular expertise in inbound content marketing, HubSpot, and paid digital advertising. I highly recommend SmartBug!

Suzanne
VP of Marketing

Decided to take a chance and go with HubSpot's #1 partner. The SmartBug team not only delivered great results, but working with them couldn't have been easier.

Paul Lambert
Ripcord Solutions, President
Jeff Kell

SmartBug knows HubSpot intimately and have achieved the impossible on multiple occasions for us.

Jeff Kell
Sigma, Head of UX/UI Design

They are Jedi Masters when it comes to HubSpot and are wonderful teachers/coaches when it comes to looping you in on how to utilize it to your advantage.

Jonathan Higgins
Health Data Vision, Social Media Manager

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