Microsoft Dynamics 365
Data Sync - Sync HubSpot and Dynamics contact, company & product data
Requisitos
Plan de HubSpot Permisos de cuenta de HubSpot No se requieren permisos Suscripción: Microsoft Dynamics 365 - Suscripciones: Sales Professional, Sales Enterprise o Sales Premium
Vista general
1/6
Here’s what you’ll get with the HubSpot app for Microsoft Dynamics 365:
- Easy to get started - no technical work required
- Fast app your whole team can rely on
- Two-way contact, lead and account sync that automatically updates changes from one system to the other
- Choose which records sync from HubSpot to Microsoft Dynamics 365
- Send lead scores from HubSpot to Microsoft Dynamics 365
...with all of these features and more, your sales team will be more productive than ever. With this app, you’ll empower your sales team with valuable data to help them prioritize their outreach, save time, build more meaningful relationships, and close more deals.
Plus, HubSpot employs a team of engineers and support staff dedicated to maintaining and improving your app.
Note: We only support cloud domains hosted on dynamics.com.
Características
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 Data Hub Starter or Professional plans.
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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.
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Custom field mappings
Custom field mappings are available with Data Hub Starter or Up. 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.
Funcionalidad de la aplicación
Datos compartidos
Each object has field mappings that connect matching information from Dynamics. Default mappings are listed below.
Accounts | ||
Appointments | ||
Bundles | ||
Cases | ||
Contacts | ||
Emails | ||
Entities | ||
Invoices | ||
Leads | ||
Notes | ||
Opportunities | ||
Phone Calls | ||
Products | ||
Sales Orders | ||
Tasks |
Valoraciones
2,5
23
2,5
23
- 18 de dic. de 2025
Configuración sencilla y funciones de inteligencia artificial útiles, pero las grandes limitaciones de las vistas integradas hacen que su uso resulte frustrante.
Hemos experimentado algunas limitaciones en la vista incrustada en Dynamics: Las notas no se muestran en la vista incrustada que muestra los datos de la Organización de HubSpot.
Bastante fácil de instalar y configurar. AI Assistant funciona bien con los datos disponibles de HubSpot.
No se muestran las notas sobre las organizaciones. Estaría bien una mayor configuración de la vista incrustada.
Kragh, K.
- 17 de oct. de 2025
Sincronización bidireccional estable, pero falta la sincronización de ofertas
Sincronización estable
- fácil de instalar - estable - bidireccional
- Las ofertas no se transfieren, una característica esencial para un CRM
Fleischer, N.
Sales Professional
65 US$
/mesA simple way to modernize sales productivity
Get the revenue-generating capabilities of sales force automation (SFA) with the productivity of Office 365.
- Exceed customer exceptions
- Free up time for selling
- Make data-driven decisions
- Get up and running fast
- Customize without code
Sales Professional
65 US$
/mesA simple way to modernize sales productivity
Get the revenue-generating capabilities of sales force automation (SFA) with the productivity of Office 365.
- Exceed customer exceptions
- Free up time for selling
- Make data-driven decisions
- Get up and running fast
- Customize without code
* El precio que aparece aquí es solo para fines de visualización. Los precios no incluyen impuestos, incentivos, descuentos u otras variables. Debes comunicarte con nuestro partner para obtener la información de precios más actualizada y correcta. HubSpot no se hace responsable de los precios que proporcionan nuestros partners. Precios actualizados por última vez: 31/10/2025
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