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Integrating Dynamics 365 and HubSpot can help you streamline your sales and marketing processes. With the integration, you can sync contacts, leads, and opportunities between the two platforms, allowing you to better manage your customer relationships. You can also use the integration to track customer activity, such as website visits, emails, and page views, in Dynamics 365. This helps you gain a better understanding of your customers and their needs. Additionally, you can use the integration to create automated workflows that can help you save time and increase efficiency.
Unfortunately, the build in integration between HubSpot and Dynamics 365 found in HubSpot App Marketplace is rather basic. It is limited to synchronising standard contact information such as name, email, and phone number, and it's unable to integrate drop-down lists or activities.
The Microsoft Dynamics 365 integration provided by HupSpot is rated quite low in App Marketplace with a significant number of reviews from unsatisfied users.
Our integration is designed to provide a seamless experience between HubSpot and Dynamics 365, allowing users to easily sync data between the two platforms and address the pain points of the standard integration. Our integration allows users to sync contacts, leads, and deals between HubSpot and Dynamics 365, as well as sync custom fields and custom objects. Additionally, our integration allows users to set up automated workflows to ensure data is always up to date. Finally, our integration provides detailed reporting and analytics to help users better understand their data.
We would begin by understanding your needs and objectives. We would then work with you to identify the data points that are relevant to your needs. We would then create a data mapping document that outlines the tables, columns, and relationships between the elements. This document would provide a clear understanding of the data sources and how they relate to each other. No matter how bespoke your integration requirements are, our consultants have the required experience to make your integration and workflows automate your processes.
