Microsoft Dynamics 365
Data Sync - Sync HubSpot and Dynamics contact, company & product data
Requisiti
Piano HubSpot Autorizzazioni dell'account HubSpot Nessuna autorizzazione richiesta Tipo di accesso Shared Abbonamento Microsoft Dynamics 365 - Piani Sales Professional, Sales Enterprise o Sales Premium
Panoramica
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.
Funzionalità
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.
Funzionalità dell'app
Dati condivisi
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 |
Recensioni
2,5
24
2,5
24
- 25 mar 2026
Utile per la gestione interna, ma il problema è HubSpot quando si tratta di integrazione con Dynamics - totale frustrazione con HubSpot.
Dynamics è stato molto utile nella mia organizzazione come ERP per 9 anni. Ha sempre funzionato molto bene.
Gestione semplice di opportunità, progetti, fornitori e fatture
HubSpot NON CONSENTE UNA CONNESSIONE AFFIDABILE CON LA DINAMICA
Pons, J.
- 18 dic 2025
Facile da configurare e utili funzioni di intelligenza artificiale, ma le principali limitazioni delle visualizzazioni integrate ne rendono frustrante l'utilizzo.
Abbiamo riscontrato alcune limitazioni nella vista incorporata di Dynamics: Le note non vengono visualizzate nella vista incorporata che mostra i dati dell'organizzazione da HubSpot.
Abbastanza facile da impostare e configurare. L'assistente AI funziona bene sui dati HubSpot disponibili.
Le note sulle organizzazioni non vengono visualizzate. Sarebbe auspicabile una maggiore configurazione della vista incorporata.
Kragh, K.
Sales Professional
65 USD
/meseA 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 USD
/meseA 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
* I prezzi riportati sono a scopo informativo. I prezzi non includono tasse, incentivi, sconti o altre variabili. Contatta il partner per ricevere il tariffario aggiornato. HubSpot declina qualsiasi responsabilità circa le informazioni di prezzo fornite dai propri partner. Ultimo aggiornamento tariffario: 17/12/2025
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