Two-way data sync

Keep both systems updated by syncing new and existing records as well as updates between HubSpot and Microsoft Dynamics 365. Sync Microsoft Dynamics 365 leads, contacts, accounts, opportunities, products and more to HubSpot. Create your own custom field mappings or make changes to your default ones with Operations Hub Starter or Professional plans.

Create sales orders in Microsoft Dynamics 365

Create a Microsoft Dynamics 365 sales order and add in all the relevant information–so sales reps can kick off the next steps in the fulfillment process–without navigating away from HubSpot. Create it automatically using a HubSpot deal workflow or manually through a HubSpot deal record.

Custom field mappings

Custom field mappings are available with Operations Hub Starter or Professional plans. Custom mappings add the flexibility to create your own mappings or make changes to your default ones.

Close the loop between marketing and sales

Use details from Microsoft Dynamics 365 opportunities, leads, contacts and accounts to personalize marketing emails, segment your database, or send emails on behalf of a lead’s sales rep.

HubSpot embedded in Microsoft Dynamics 365

Utilize HubSpot tools without leaving Microsoft Dynamics 365. The HubSpot embed feature provides insights into HubSpot contact, company, and deal records and lets you enroll these records in workflows from right within Microsoft Dynamics 365.