Microsoft Dynamics 365
Data Sync - Sync HubSpot and Dynamics contact, company & product data
Krav
HubSpot-abonnement HubSpot-kontotillatelser Ingen tillatelse nødvendig Tilgangstype Shared Microsoft Dynamics 365-abonnement - Sales Professional, Sales Enterprise eller Sales Premium-abonnementer
Oversikt
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.
Funksjoner
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.
Appfunksjonalitet
Delt data
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 |
Gjennomganger
2,5
24
2,5
24
- 25. mars 2026
Útil para gestión interna pero el problema es de HubSpot en lo que se refiere a la integración con Dynamics - frustración total con HubSpot
Dynamics es muy útil en mi organización como ERP desde hace 9 años. Siempre ha funcionado muy bien.
Gestión de oportunidades, proyectos, proveedores y facturas muy simple
HubSpot NO PERMITE UNA CONEXIÓN FIABLE CON DYNAMICS
Pons, J.
- 18. des. 2025
Easy setup and helpful AI features, but major limitations with embedded views make it frustrating to use
We experienced some limitations in the Embedded View in Dynamics: Notes are not shown in the embedded view showing Organization data from HubSpot.
Fairly easy to set up and configure. AI Assistant is working well on the available HubSpot data.
Notes on Organisations are not shown. More configuration of the embedded view would be nice.
Kragh, K.
Sales Professional
USD 65
/månedA 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
USD 65
/månedA 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
* Prissettingen her er kun for illustrasjonsformål. Prisene inkluderer ikke avgifter, insentiver, rabatter eller andre prissettingsvariabler. Kontakt partneren for å få oppdatert og riktig prissettingsinformasjon. HubSpot tar ikke ansvar for denne prissettingsinformasjonen, som gis av våre partnere. Prissetting sist oppdatert: 17.12.2025
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