Microsoft Dynamics 365

Keep working in the systems of your choice but exchange all relevant insights.

(Integration Overview)

HubSpot Integrations >> Integrations >> Microsoft Dynamics 365

Microsoft Dynamics by Invise - Integration Overview

HubSpot Integration with Microsoft Dynamics 365

Microsoft Dynamics is a highly regarded CRM both because of its scalability as often due to legacies and experience using Microsoft tools previously. However, when it comes to marketing, ease of use, and good reporting - HubSpot is often more popular.

When using separate systems for sales, marketing, and customer support, it can be challenging to track the entire customer journey and accurately report on marketing initiatives of various lead sources. By connecting HubSpot and Microsoft Dynamics, we’ll ensure that you can leverage the unique strengths of both platforms without any data problems.

While the process of setting up the HubSpot/Microsoft Dynamics integration is relatively straightforward, it is essential to be careful and avoid accidentally deleting critical data. Our team understands the risks involved and can guide you through the process confidently and with ease.

Integration Features

Unifying customer data Across departments

Integrating Microsoft Dynamics and HubSpot brings together two powerful platforms for customer relationship management. With this integration, businesses can unify customer data across departments, allowing for a 360-degree view of the customer. Marketing, sales, and customer service teams can access the same customer data, ensuring that everyone has a complete picture of the customer journey. This can lead to more personalized interactions, increased customer satisfaction, and better business outcomes.

Streamlined lead management

One of the key benefits of integrating Microsoft Dynamics and HubSpot is streamlined lead management. By syncing leads and contacts between the two systems, businesses can ensure that their sales team is always working with the most up-to-date information. This integration can also enable lead scoring, allowing businesses to prioritize leads based on their level of engagement and likelihood to convert. This can save time for sales teams and increase the efficiency of the sales process.

Closed-Loop reporting for better insights

Integrating Microsoft Dynamics and HubSpot can enable closed-loop reporting, which provides insights into the entire sales funnel. This means that businesses can track a lead from the initial touchpoint all the way to the sale, and then analyze the data to understand what worked and what didn't. This can help businesses optimize their marketing and sales efforts for better results. Closed-loop reporting can also help businesses identify areas for improvement and make data-driven decisions.

Automating sales and marketing processes

Integrating Microsoft Dynamics and HubSpot can automate sales and marketing processes, saving time and increasing efficiency. For example, businesses can use HubSpot to automate lead nurturing campaigns, sending personalized emails to prospects at each stage of the sales funnel. With Microsoft Dynamics, your sales team takes over them doing your best sales efforts, hopefully closing that sweet deal and voilá - information feeds back to marketing helping you get more of the good leads and less of the bad ones.

Ready? Let's do it!

We'll help you define, quote and implement the integration you want - even if it's not listed here!

What we need from you in order to provide the best possible follow-up is that you try to answer these questions as best you can:

Which systems do you want to integrate?
Which use cases should be supported?
What are must-haves and what are nice-to-haves?
How much data flow are we talking about approximately?
Does the synchronization have to be in real time or is a daily update sufficient?
Do you want us to take responsibility for the entire work, or do you want us as a senior advisor?
Do you have an existing integration platform or is there something else we should know about?

If you don't know the answer to one or more of the questions above, no problem - we will help you develop a good requirement specification!