Microsoft Dynamics 365 CRM + HubSpot Integration

Integrate HubSpot to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Enrich and qualify leads, update your CRM accounts, alert your sales team, and trigger follow-ups automatically.

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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 a list in HubSpot
  • HubSpot
    Contact is created 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
    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
    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 HubSpot + Microsoft Dynamics 365 CRM Integration

Capture leads, update accounts, keep records synced, alert your sales team, and send follow-ups, all in just one click.

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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Connect more apps to your HubSpot + Microsoft Dynamics 365 CRM flow

Bring email marketing, scheduling, team chat, and spreadsheet tools into your CRM pipeline to keep operations aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
HubSpot
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MailchimpMailchimp (4)
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SlackSlack (4)
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CalendlyCalendly (4)
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ZoomZoom (4)
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Google SheetsGoogle Sheets (4)
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TypeformTypeform (4)
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Add every new HubSpot contact to your Mailchimp audience, and create a lead in Microsoft Dynamics 365 CRM
New HubSpot contacts appear in Mailchimp as subscribers and generate a lead in Microsoft Dynamics 365 CRM instantly.
H
M
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When a contact is updated in HubSpot, update the subscriber in Mailchimp and update the lead in Microsoft Dynamics 365 CRM
Keep contact details synchronized across HubSpot, Mailchimp, and Microsoft Dynamics 365 CRM whenever a record changes.
H
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If a new HubSpot contact subscribes in Mailchimp, create an account in Microsoft Dynamics 365 CRM
Target engaged Mailchimp subscribers by automatically creating accounts in Microsoft Dynamics 365 CRM based on HubSpot triggers.
H
C
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Use ChatGPT to analyze HubSpot contact submissions, add subscribers in Mailchimp, and create Microsoft Dynamics 365 CRM leads
Analyze incoming HubSpot leads with ChatGPT before updating Mailchimp and Microsoft Dynamics 365 CRM.

Supported triggers and actions for Microsoft Dynamics 365 CRM and HubSpot

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Sales order is created in Microsoft Dynamics 365 CRM
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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HubSpot
HubSpot Triggers & Actions
Contact is created in a list in HubSpot
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Contact is created in HubSpot
Triggers the automation when a new contact is created
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Contact is updated in HubSpot
Triggers the automation when a contact is updated
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Company is created in HubSpot
Triggers the automation when a new company is created
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Company is updated in HubSpot
Triggers the automation when a company is updated
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Deal is created in HubSpot
Triggers the automation when a deal is created
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Deal stage is changed in HubSpot
Triggers the automation when a deal stage is changed
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Deal is updated in HubSpot
Triggers the automation when a deal is updated
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Task is created in HubSpot
Triggers the automation when a new task is created
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Task is updated in HubSpot
Triggers the automation when a task is updated
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Task is marked as done in HubSpot
Triggers the automation when a task is marked as completed.
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Quote is created in HubSpot
Triggers the automation when a new quote is created
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Quote is created or updated in HubSpot
Triggers the automation when a quote is created or updated
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New Line item is created in HubSpot
Triggers the automation when a new line item is added
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LineItem is created/updated in HubSpot
Triggers the automation when a LineItem is added or updated
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Product is created in HubSpot
Triggers the automation when a new product is created
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Product is updated in HubSpot
Triggers the automation when a product is updated
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Form is submitted in HubSpot
Triggers the automation when a form is filled
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Email event is created in HubSpot
Triggers the automation when any email event occurs
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Engagement is created in HubSpot
Triggers the automation when any type of engagement is created
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Engagement is created/modified in HubSpot
Triggers the automation when any contact activity is created or updated
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Blog post is created in HubSpot
Triggers the automation when a new blog post is created
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Blog tag is created in HubSpot
Triggers the automation when a new tag is added to blog
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Social media message is broadcasted in HubSpot
Triggers the automation when a social media message is broadcasted
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Email subscription timeline is created in HubSpot
Triggers the automation when tracking is initiated for a contact's email subscription activities
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Ticket is created in HubSpot
Triggers the automation when a new ticket is created
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Ticket is updated in HubSpot
Triggers the automation when a ticket is modified
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File is created/uploaded in HubSpot
Triggers the automation when a particular action in the workflow fails
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Form is created in HubSpot
Triggers the automation when a new form is created
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Associate contact with company in HubSpot
Associates a contact with a company
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Uninstall App in HubSpot
Removes the application from the system.
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Associate Deal with Contact in HubSpot
Link a support Dealto a contact
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Associate Deal with Company in HubSpot
Link a support ticket to a corresponding object
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Associate engagement with related object in HubSpot
Link a support engagement to a corresponding object
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Remove email subscription in HubSpot
Removes an email subscription
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Create contact in HubSpot
Adds a new contact to the database
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Update contact in HubSpot
Updates contact information with new details
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Add contact to a list in HubSpot
Adds a contact to a predefined contact list
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Remove contact from list in HubSpot
Removes a particular contact from a designated list
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Create or Update contact in HubSpot
Adds or update contact information
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Get contact by id in HubSpot
Retrieves a contact's information based on their id
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Archive contact in HubSpot
Archive a particular contact's details for future reference
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Create company in HubSpot
Generates a new company profile with given details
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Update company in HubSpot
Updates company information
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Get company by id in HubSpot
Retrieves a company's details using its id
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Archive company in HubSpot
Archive company files and data for future reference
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Create deal in HubSpot
Generates a new deal with
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Update deal in HubSpot
Updates deal information based on new criteria or changes
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Get deal by id in HubSpot
Retrieves a deal by its id
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Archive deal in HubSpot
Save and store deal information for future reference
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Create task in HubSpot
Creates a new task
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Update task in HubSpot
Updates the task with new information or changes
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Mark task as completed in HubSpot
Marks task as completed
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Archive task in HubSpot
Move completed tasks to a designated archive folder
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Create note in HubSpot
Creates a new note in the particular format
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Add note to contact in HubSpot
Adds a personalized note to a contact
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Add note to deal in HubSpot
Adds a note to a deal
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Upload file in HubSpot
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Create engagement in HubSpot
Logs a new engagement or interaction, such as a call, email, or meeting
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Create blog post in HubSpot
Generates and publish a new blog post
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Create blog tag in HubSpot
Creates tags for blog posts based on content keywords
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Get quote by id in HubSpot
Retrieves a quote using its id
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Create line-item in HubSpot
Creates a new line item
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Update line-item in HubSpot
Updates the details of a line-item
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Get line-item by id in HubSpot
Retrieves a line-item from a database using its id
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Archive line-item in HubSpot
Store a line-item for future reference
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Create ticket in HubSpot
Generates a new ticket
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Update ticket in HubSpot
Updates ticket information
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Get ticket by id in HubSpot
Retrieves a ticket by its id
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Archive ticket in HubSpot
Archive closed tickets for better organization
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Get associated records in HubSpot
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Get deal associated records in HubSpot
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Associate task with contact in HubSpot
Link a task to a contact in the contact list
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Associate ticket to related object in HubSpot
Link a support ticket to a corresponding object
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Associate deal with line item in HubSpot
Associates a deal with a line item
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Remove Association in HubSpot
Removes an association
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Create form submission in HubSpot
Generates a form submission from input data
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Create social media message in HubSpot
Creates a new social media message
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Add contact to workflow in HubSpot
Adds a contact to a workflow
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Retrieve signed URL for file in HubSpot
Retrieves a signed url for a file
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Create product in HubSpot
Generates and launch new products
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Update product in HubSpot
Updates product information
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Get product by id in HubSpot
Retrieves product information using its id
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Archive product in HubSpot
Move discontinued products to an archive folder for future reference
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Get owner by Id in HubSpot
Retrieves owner information based on the provided unique id
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Get form by id in HubSpot
Retrieves a form based on its id
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Get owner by Email in HubSpot
Retrieves owner information based on the provided email address
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Get pipeline stage details in HubSpot
Retrieves detailed information about a stage in a pipeline
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Search contact in HubSpot
Searches and locate contact information
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Search contact by email in HubSpot
Finds and retrieves contact information using their email address
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Search company in HubSpot
Searches for and retrieve detailed information about different companies
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Search company by name in HubSpot
Searches for a company using its name
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Search company by domain in HubSpot
Searches for a company's information based on its domain
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Search company by website in HubSpot
Searches for company information using their website address
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Search deal in HubSpot
Searches and identify the best deals based on particular criteria
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Search deal by name in HubSpot
Searches for a deal by its name
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Search task by title in HubSpot
Searches for a task by title
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Search blog by name in HubSpot
Searches for a blog by name
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Search tickets in HubSpot
Searches for tickets
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Search products in HubSpot
Searches for products
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Search line items in HubSpot
Searches for line items
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Search blog tag in HubSpot
Searches for a blog tag
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What can you automate with HubSpot + Microsoft Dynamics 365 CRM?

Streamline your sales and marketing operations by connecting every trigger and action between HubSpot and Microsoft Dynamics 365 CRM.

What you can automate?
🔄
Sync new contacts into CRM leads automatically
Create a lead in Microsoft Dynamics 365 CRM the moment a contact is created in HubSpot. Eliminate manual re-keying and ensure sales teams receive immediate handoffs.
📋
Capture every submitted custom field
Map available HubSpot form answers and contact properties directly into Microsoft Dynamics 365 CRM fields instead of only basic names and emails.
🔔
Alert your team instantly on activity
Notify your sales channel the second a high-value deal is created or a major form submission lands in HubSpot.
🔀
Route records based on submitted criteria
Branch your automation workflow depending on whether a lead selects enterprise tier or standard pricing in their submission.
🔄
Keep destination records up to date
Update matching Microsoft Dynamics 365 CRM leads and accounts whenever contact information or deal stages change in HubSpot.
🔍
Add or update without creating duplicates
Check existing records before creating new entries, ensuring your databases remain clean and free of duplicate contacts.
Handle later status changes and updates
Trigger automated workflows when deals are closed won, support tickets are resolved, or customer subscriptions are modified.
Extend workflows to team communication tools
Combine HubSpot and Microsoft Dynamics 365 CRM with Slack or Google Sheets to build robust, multi-step revenue operations pipelines.
And much more...

Who is HubSpot + Microsoft Dynamics 365 CRM integration for?

Sales and marketing teams striving to eliminate manual data entry, prevent lead leakage, and keep customer records synchronized across both platforms.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Revenue operations managers
Revenue operations managers
Demand generation teams
Demand generation teams
Business development executives
Business development executives
Account managers
Account managers
📈
Performance marketers
You're running campaigns across multiple channels but your CRM counts only update when someone manually exports contacts, so the conversion metrics you're optimising against are always hours behind — with this integration, every new contact lands in Microsoft Dynamics 365 CRM instantly and your pipeline data stays current.
Sales representatives
You need to reach out to inbound leads the moment they express interest, but leads sit in HubSpot unassigned until someone checks marketing lists manually — connecting these apps means every new submission creates a lead immediately so you can follow up first.
🤝
Revenue operations managers
You answer to executive leadership who want accurate pipeline reports, but mismatched data between marketing and sales platforms creates constant discrepancies — automating both apps means your records stay reconciled and audit-ready at all times.
📊
Demand generation teams
The volume of inbound form submissions and deal registrations is too high for anyone to keep up by hand, leading to missed follow-ups and lost revenue — automating both apps means every submission is processed and routed without manual intervention.
💼
Business development executives
You own the sales outreach stage and depend on marketing teams to hand over qualified leads, but handoffs get delayed across disparate systems — this integration means every qualified contact flows straight into your CRM queue without friction.
🗂️
Account managers
You need a reliable history of customer interactions across sales and support, but keep finding gaps in client timelines due to siloed toolsets — connecting these apps means every update and deal stage change is recorded in one place.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + HubSpot

Build and manage your Microsoft Dynamics 365 CRM + HubSpot automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + HubSpot with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect HubSpot to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect HubSpot to Microsoft Dynamics 365 CRM in just one click using ready-made automations on Integrately, or use Integrately AI to build custom workflows. Connect your accounts, select your triggers, and activate your flow in minutes.
Can I automatically create Microsoft Dynamics 365 CRM leads from HubSpot contacts?
Frequently Asked Questions
Can I connect HubSpot, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for HubSpot and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How are HubSpot contact updates handled in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I sync Microsoft Dynamics 365 CRM opportunities with HubSpot deals?
Frequently Asked Questions
Do I need coding skills to automate HubSpot and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the HubSpot and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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