Does HubSpot integrate with Dynamics 365?

Yes. HubSpot provides its own Microsoft Dynamics 365 app in the HubSpot marketplace, which can sync records one way or both ways. It works with Dynamics 365 hosted in the cloud.

Is the standard HubSpot app enough?

Often it is, when you need contacts, companies and deals to match in both systems. You need more when custom Dynamics tables are involved, when business rules decide where records go, or when you want reporting across both systems.

Which system should own the data?

Usually HubSpot owns marketing fields such as source, consent and engagement, and Dynamics owns sales and account fields such as owner, status and value. We agree this field by field before switching anything on.

Will a two-way sync create duplicates?

It can, if records are not matched first. We clean and match existing records before the first sync and decide how new records are matched, usually by email address for contacts and by domain or a reference number for companies.

Can we report on campaigns and revenue together?

Yes. We bring HubSpot campaign and lead data together with Dynamics opportunities and revenue in Power BI, so you can see which campaigns led to closed deals.

Do you also handle moving from HubSpot to Dynamics 365?

Yes, in both directions, including notes, activities and the links between companies, contacts and deals, checked against the original after the move.

As a fixed-price project agreed before work starts, after a short review of both systems.

HubSpot and Dynamics 365

HubSpot and Dynamics 365, working as one

Marketing in HubSpot, sales and service in Dynamics 365, and one set of customer records between them. We set up the sync, extend it where it stops, and report across both.

Talk about HubSpot and Dynamics What we do

Two good systems, one customer

Running HubSpot and Dynamics 365 side by side is common. The trouble is in the gap between them.

Two lists of customers

Marketing works in HubSpot, sales or service in Dynamics 365, and the same company appears twice with different details in each.

Leads that go quiet

A lead fills in a form in HubSpot, but the salesperson in Dynamics never sees it, or sees it days later without the pages and emails that led to it.

The sync covers the basics

HubSpot’s own Dynamics 365 app syncs core records such as contacts, companies and deals well. Custom tables, extra rules and some field mappings need more.

Duplicates and overwrites

Without clear rules on which system owns which field, a two-way sync can overwrite good data or create duplicates faster than anyone can clean them.

No report across both

Campaign results live in HubSpot and won deals in Dynamics, so nobody can say which campaigns actually brought in revenue.

Moving between them

Teams moving from one CRM to the other need years of records, notes and history carried across without losing the links between them.

What we do

We start with the simplest option that works and only build more where the standard sync stops.

Set up HubSpot’s own sync properly

For many teams the HubSpot app is enough. We decide which system owns each field, map the records, clean duplicates first, and test before switching on two-way sync.

Extend it where it stops

Custom Dynamics tables, extra business rules, activity history or routing that the standard sync does not handle, built with Power Automate, Logic Apps or Azure Functions.

Report across both

Campaigns, leads and pipeline from HubSpot joined to opportunities and revenue from Dynamics in one Power BI report, so marketing and sales agree on the numbers.

Move from one to the other

A planned migration from HubSpot to Dynamics 365 or the other way, with records, notes and relationships carried across and checked.

How we connect them

01
Map

We look at both systems with you and agree which records sync, in which direction, and which system wins for each field.
02
Clean

Duplicates and incomplete records are found and merged before anything syncs, so the first sync does not copy the mess both ways.
03
Connect

The sync is set up and tested on a sample first, with a log of every record that fails so nothing goes missing quietly.
04
Watch

Errors and sync gaps are monitored after go-live, and Cover keeps it running as either system changes.

Questions about HubSpot and Dynamics 365

Does HubSpot integrate with Dynamics 365?: Yes. HubSpot provides its own Microsoft Dynamics 365 app in the HubSpot marketplace, which can sync records one way or both ways. It works with Dynamics 365 hosted in the cloud.
Is the standard HubSpot app enough?: Often it is, when you need contacts, companies and deals to match in both systems. You need more when custom Dynamics tables are involved, when business rules decide where records go, or when you want reporting across both systems.
Which system should own the data?: Usually HubSpot owns marketing fields such as source, consent and engagement, and Dynamics owns sales and account fields such as owner, status and value. We agree this field by field before switching anything on.
Will a two-way sync create duplicates?: It can, if records are not matched first. We clean and match existing records before the first sync and decide how new records are matched, usually by email address for contacts and by domain or a reference number for companies.
Can we report on campaigns and revenue together?: Yes. We bring HubSpot campaign and lead data together with Dynamics opportunities and revenue in Power BI, so you can see which campaigns led to closed deals.
Do you also handle moving from HubSpot to Dynamics 365?: Yes, in both directions, including notes, activities and the links between companies, contacts and deals, checked against the original after the move.
How is it priced?: As a fixed-price project agreed before work starts, after a short review of both systems.

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