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Microsoft Dynamics 365

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Microsoft Dynamics 365

5-Star reviewed Dynamics 365 and HubSpot sync tool by SymphonySync™
Installation
10+ installations
Évaluation

5

(4)

S'identifier pour installerNécessite un abonnement à Microsoft Dynamics 365

Exigences

Abonnement HubSpot
Autorisations de compte HubSpot
Afficher les autorisations de compte requises
Type d'accès
Partagé
Abonnement à Microsoft Dynamics 365
Abonnements : Free, Standard ou Premium

Vue d'ensemble

Are you frustrated with being disconnected from your sales team, Dynamics 365 CRM data not connecting with campaigns, list building, and lack of access to leads? We've been there. That's why we built SymphonySync™, a data integration tool providing syncing and analytics capabilities so your data can easily flow between HubSpot Marketing Hub and Dynamics 365 CRM.


Our team has been consulting and integrating CRM database solutions for over 25 years and was determined to create an integration tool that has all the features that were missing with current integration solutions:


  • Unlimited field syncing capabilities

  • Custom dashboards and views

  • Custom field mapping

  • Marketing and sales alignment

  • Custom marketing events in Dynamics

  • Visibility of lead activity and engagements

  • Direct support from the development team

Download available for Dynamics 365 Online. Please contact us for Dynamics 365 on-premise and hosted solution options.

Fonctionnalités

Real-Time Data Sharing

Sync contacts between Microsoft Dynamics 365 and HubSpot. Update contact details between Microsoft Dynamics 365 and HubSpot including custom tables and fields.

Real-Time Lead Sharing

Provide sales with a real-time view of your digital touchpoints with leads.

Fonctionnalité de l'application

Données partagées
Source de données
Direction de synchronisation
Dans HubSpot
Dans HubSpot

Contacts

Contacts

Contacts

Leads

Contacts

Contacts

Accounts

Entreprises

Entreprises

Opportunities

Transactions

Transactions

Marketing Event Forms

Formulaires

Formulaires

Owners

Propriétaires

Propriétaires

Account Fields

Propriétés de l'entreprise

Propriétés de l'entreprise

Contact Fields

Propriétés du contact

Propriétés du contact

Opportunity Fields

Propriétés de transaction

Propriétés de transaction

Plus d'informations sur les données partagées

Standard field mappings are available for free and standard subscriptions. See the set-up guide for a complete listing of standard fields available. Custom field mappings and forms are available with a custom subscription.

Classement moyen

5,0

Basé sur 4 évaluations


Total des vérifications

4

Nombre de vérifications depuis le début


5
100 % effectué
100 %
4
0 % effectué
0 %
3
0 % effectué
0 %
2
0 % effectué
0 %
1
0 % effectué
0 %

Classement moyen

5,0

Basé sur 4 évaluations

Total des vérifications

4

Nombre de vérifications depuis le début

5
100 % effectué
100 %
4
0 % effectué
0 %
3
0 % effectué
0 %
2
0 % effectué
0 %
1
0 % effectué
0 %

Filtrer les avis :

Trier :


5/5
    22 août 2024

SymphonySync is a simple and flexible tool to integrate your HubSpot marketing data with D365!

SymphonySync has been a great addition to our marketing technology. The seamless integration between HubSpot and Dynamics 365 provides us with many benefits. Our sales team can now see valuable insight on every marketing qualified lead right within our CRM. This has increased our sales team's confidence in our lead generation efforts and has lead to more conversions of our MQLs to opportunities. Our sales team can also update the lead status of our MQLs right within Dynamics 365, which has provided valuable information to our marketing team. We also needed to connect our marketing activities and campaigns to our sales pipeline. Previously, there was a disconnect between our marketing campaigns and our sales pipeline. We couldn't do a proper ROI analysis on the majority of our marketing campaigns. SymphonySync has allowed us to close the loop on our marketing campaigns and for the first time, we are now able to accurately measure the ROI on our marketing campaigns. While, we have not been using the tool for long, we have seen a positive and immediate impact.

Quel problème essayez-vous de résoudre ?

We needed a way to integrate HubSpot and our marketing data into our new Dynamics 365 CRM instance. We were searching for an integration that would allow us to manage our leads better and a system to provide us with better ROI reporting.

Qu'aimez-vous ?

It is 100% flexible on what data we can move between the two tools and it handles custom fields without problem. It is simple and cost-effective to update the sync to meet any change in business requirements. The reporting provides exactly what we need to make business decisions and I absolutely love how all the relevant marketing and sales data resides in one easy to use platform.

  • Kenesie, J.

  • Fabrication
  • 51 à 200 employés

5/5
    13 août 2024

SymphonySync is exactly what we need

We recently engaged with SymphonySync integration tool. It works flawlessly with Microsoft Dynamics. This is a fantastic tool to integrate our marketing campaigns as well as streamlining significant leads. The customizations are easily available as needed as our campaign requirements evolve. Summarizing activity and reporting are extremely important to make sure our ROI for our campaigns is meeting our expectations. SymphonySync easily allows us to monitor these campaigns and properly manage our current CRM. Great product and the team behind it could not be more helpful and knowledgeable. The implementation process is absolutely stress free. They are always accessible to help with any questions or customization. They truly stand behind the development and power of SymphonySync and are completely dedicated to make sure it is a successful tool for our company.

Quel problème essayez-vous de résoudre ?

Commercial real estate

Qu'aimez-vous ?

Powerful and seamless integration with Microsoft Dynamics

Que n'aimez-vous pas ?

Nothing yet. But is there is a con, I am highly confident it will be immediately address.

  • Consoli, M.

  • Immobilier
  • 51 à 200 employés

Cette application nécessite l'un des abonnements Microsoft Dynamics 365 suivants.

Free

0 $US

Full features up to 100 records

  • Sync 100 records per Contacts, Accounts/Companies, and Opportunities/Deals.

  • All standard fields are available. See the set-up guide for a list of standard fields.

  • Standard dashboards/analytics.

  • Marketing event forms.

  • Support is available via email.

Self-serve portal for set-up.

Free

0 $US

Full features up to 100 records

  • Sync 100 records per Contacts, Accounts/Companies, and Opportunities/Deals.

  • All standard fields are available. See the set-up guide for a list of standard fields.

  • Standard dashboards/analytics.

  • Marketing event forms.

  • Support is available via email.

Self-serve portal for set-up.

* Les prix mentionnés ici sont uniquement présentés à titre indicatif. Tous les prix n'incluent pas les taxes, les offres spéciales, les réductions ni les autres facteurs pouvant affecter les tarifs. Vous devez contacter le partenaire pour obtenir les tarifs les plus récents. HubSpot n'assume aucune responsabilité pour les informations de tarification fournies par ses partenaires. Dernière mise à jour des prix : 11/08/2025

Informations supplémentaires

Créé par
TopLine Results Corporation
Installation
10+ installations
Catégories
Langues dans lesquelles cette application est disponible
Anglais
Chargement en cours