Microsoft Dynamics 365 CRM + HubSpot Integration

Connect Microsoft Dynamics 365 CRM to HubSpot in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • HubSpot
    Contact is created in HubSpot
  • HubSpot
    Contact is created in a list in HubSpot
  • HubSpot
    Contact is updated in HubSpot
  • HubSpot
    Company is created in HubSpot
  • HubSpot
    Company is updated in HubSpot
  • HubSpot
    Deal is created in HubSpot
  • HubSpot
    Deal stage is changed in HubSpot
  • HubSpot
    Deal is updated in HubSpot
  • HubSpot
    Task is created in HubSpot
  • HubSpot
    Task is updated in HubSpot
  • HubSpot
    Task is marked as done in HubSpot
  • HubSpot
    Quote is created in HubSpot
  • HubSpot
    Quote is created or updated in HubSpot
  • HubSpot
    New Line item is created in HubSpot
  • HubSpot
    LineItem is created/updated in HubSpot
  • HubSpot
    Product is created in HubSpot
  • HubSpot
    Product is updated in HubSpot
  • HubSpot
    Form is submitted in HubSpot
  • HubSpot
    Feedback form is submitted in HubSpot
  • HubSpot
    Email event is created in HubSpot
  • HubSpot
    Engagement is created in HubSpot
  • HubSpot
    Engagement is created/modified in HubSpot
  • HubSpot
    Blog post is created in HubSpot
  • HubSpot
    Blog tag is created in HubSpot
  • HubSpot
    Social media message is broadcasted in HubSpot
  • HubSpot
    Workflow is created in HubSpot
  • HubSpot
    Email subscription timeline is created in HubSpot
  • HubSpot
    Ticket is created in HubSpot
  • HubSpot
    Ticket is updated in HubSpot
  • HubSpot
    File is created/uploaded in HubSpot
  • HubSpot
    Form is created in HubSpot
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Ready Workflows Ready Workflows   for Microsoft Dynamics 365 CRM + HubSpot Integration

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Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + HubSpot Integration

Create HubSpot contact for new Microsoft Dynamics 365 CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Dynamics 365 CRM - HubSpot integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an HubSpot contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Microsoft Dynamics 365 CRM + HubSpot Integration

Create HubSpot deal from new Microsoft Dynamics 365 CRM contact

Anytime a new contact is created in your Microsoft Dynamics 365 CRM, a new deal will automatically be created in your HubSpot. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Microsoft Dynamics 365 CRM - HubSpot integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Microsoft Dynamics 365 CRM + HubSpot Integration

Create HubSpot task for new Microsoft Dynamics 365 CRM contact

In Microsoft Dynamics 365 CRM, when you create a contact, it automatically creates a task in HubSpot for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Who Is This Integration For?

Sales Teams
Sales Teams
Marketing Agencies
Marketing Agencies
Customer Support Teams
Customer Support Teams
Business Analysts
Business Analysts
SMEs
SMEs
Sales Teams
Sales teams often struggle to keep customer data synchronized across platforms. When lead details are updated in Microsoft Dynamics 365 CRM, remembering to manually update HubSpot can lead to errors and lost opportunities.
Marketing Agencies
Marketing agencies need to ensure that their campaigns are informed by the most accurate and up-to-date data. Without a seamless integration between Microsoft Dynamics 365 CRM and HubSpot, they face challenges in understanding client relationships and tailoring marketing efforts effectively.
Customer Support Teams
Customer support teams often lack visibility into customer interactions recorded in CRM systems. This can make it difficult to provide personalized support and resolve issues efficiently without a direct connection between Microsoft Dynamics 365 CRM and HubSpot.
Business Analysts
Business analysts require data from multiple sources for comprehensive analysis. When data from Microsoft Dynamics 365 CRM isn't automatically integrated with HubSpot, it complicates reporting and decision-making processes.
SMEs
Small and medium-sized enterprises (SMEs) face difficulties in maintaining pipeline transparency when sales and marketing data are siloed. This integration helps them to unifiedly manage customer journey data from Microsoft Dynamics 365 CRM to HubSpot.
Microsoft Dynamics 365 CRM logo
HubSpot logo

What Can You Automate With Microsoft Dynamics 365 CRM + HubSpot

Sync new CRM contacts to HubSpot
Whenever a new contact is added in Microsoft Dynamics 365 CRM, automatically create a contact in HubSpot. This ensures your marketing team always has the latest customer details at their fingertips.
Update deal stages in CRM from HubSpot progress
As a deal progresses in HubSpot, update the corresponding deal stage in Microsoft Dynamics 365 CRM. This keeps your sales team aware of the current status across both platforms without manual intervention.
Log support tickets from CRM into HubSpot
Capture new support requests created in Microsoft Dynamics 365 CRM and log them as tickets in HubSpot. This helps your support team track and resolve issues more efficiently with all interactions in one place.
Track CRM lead conversions in HubSpot
When a lead converts in Microsoft Dynamics 365 CRM, automatically note this event in HubSpot. This maintains consistent lead scoring and reporting across your marketing and sales platforms without double entry.
Transfer CRM notes to HubSpot within customer profiles
Automatically sync notes added to customer profiles in Microsoft Dynamics 365 CRM into HubSpot. This provides your teams with a comprehensive view of customer interactions to personalize communication and campaigns.
And much more...
Automations

Top 10 Most Popular Microsoft Dynamics 365 CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Microsoft Dynamics 365 CRM logo
WebinarJam logo
Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
Clientify logo
Create Clientify contact for new Microsoft Dynamics 365 CRM contact
Activate
WordPress logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new WordPress user
Activate
Quickblog logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new Quickblog user
Microsoft Dynamics 365 CRM logo
WordPress logo
Create WordPress user for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
WebinarJam logo
Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
Clientify logo
Create Clientify contact for new Microsoft Dynamics 365 CRM contact
Activate
WordPress logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new WordPress user
Activate
Quickblog logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new Quickblog user
Microsoft Dynamics 365 CRM logo
WordPress logo
Create WordPress user for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
SureCart logo
Create SureCart contact for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM logo
Shoprocket logo
Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact
sevDesk logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new sevDesk contact
Microsoft Dynamics 365 CRM logo
Publit.io logo
Create Publit.io folder for new Microsoft Dynamics 365 CRM contact
Shoprocket logo
Microsoft Dynamics 365 CRM logo
Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer
Microsoft Dynamics 365 CRM logo
SureCart logo
Create SureCart contact for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM logo
Shoprocket logo
Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact
sevDesk logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new sevDesk contact
Microsoft Dynamics 365 CRM logo
Publit.io logo
Create Publit.io folder for new Microsoft Dynamics 365 CRM contact
Shoprocket logo
Microsoft Dynamics 365 CRM logo
Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer

Top 10 Most Popular HubSpot Automations from
Integrately Community

Most popularmost-popular-automations
01
Google Sheets logo
HubSpot logo
Create HubSpot contact for new Google Sheets row
02
Amelia logo
HubSpot logo
Update HubSpot contact from new Amelia booking
03
Google Sheets logo
HubSpot logo
Create HubSpot company for new Google Sheets row
04
Amelia logo
HubSpot logo
Create HubSpot deal for new Amelia booking
05
WordPress logo
HubSpot logo
Create HubSpot contact for new WordPress user
cloud
HubSpot
app integration
06
HubSpot logo
Sharepoint logo
Create Sharepoint folder for new HubSpot deal
07
sevDesk logo
HubSpot logo
Create HubSpot contact for new sevDesk contact
08
Rezdy logo
HubSpot logo
Create HubSpot contact from new Rezdy contact
09
Airtable logo
HubSpot logo
Create HubSpot contact for new Airtable record
10
Microsoft Excel logo
HubSpot logo
Create HubSpot contact for new Microsoft Excel row
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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in $19.99

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You Can Also Connect Microsoft Dynamics 365 CRM or HubSpot With 1400+ Other Apps

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.
HubSpot
HubSpot
Hubspot is your all-in-one stop for all of your marketing software needs. We offer a complete suite of tools to help you connect and convert customers through social media, email, webinars, video, blogging and more.