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Microsoft Dynamics 365

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Aplicativo

Microsoft Dynamics 365

5-Star reviewed Dynamics 365 and HubSpot sync tool by SymphonySync™

Instalações
mais de 10 instalações
Avaliação

5(4)

Faça login para instalarRequer assinatura do Microsoft Dynamics 365

Requisitos

Plano da HubSpot
    Funciona com todos os planos da HubSpot
Saiba mais
Permissões da conta da HubSpot
Ver permissões de conta necessárias
Assinatura Microsoft Dynamics 365
Free, Standard ou Premium planos

Visão geral

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.

Recursos

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.

Funcionalidade do aplicativo

Dados compartilhados
Fonte de dados
Direção da sincronização
Na HubSpot
Na HubSpot

Account Fields

Propriedades da empresa

Propriedades da empresa

Accounts

Empresas

Empresas

Contact Fields

Propriedades do contato

Propriedades do contato

Contacts

Contatos

Contatos

Leads

Contatos

Contatos

Marketing Event Forms

Formulários

Formulários

Opportunities

Negócios

Negócios

Opportunity Fields

Propriedades do acordo

Propriedades do acordo

Owners

Proprietários

Proprietários

Mais informações sobre dados compartilhados

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.

Avaliações

Classificação média

5,0

Com base em 4 classificações


Total de avaliações

4

Número de avaliações de todos os tempos


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

Classificação média

5,0

Com base em 4 classificações

Total de avaliações

4

Número de avaliações de todos os tempos

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

Filtrar revisões:

Classificar:


5/5
    22 de Ago de 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.

Que problema você está tentando resolver?

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.

O que você gosta?

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.

  • Fabricação
  • 51 a 200 funcionários

5/5
    13 de Ago de 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.

Que problema você está tentando resolver?

Commercial real estate

O que você gosta?

Powerful and seamless integration with Microsoft Dynamics

O que você não gosta?

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

  • Consoli, M.

  • Imobiliária
  • 51 a 200 funcionários

Este aplicativo requer um dos seguintes planos de assinatura de Microsoft Dynamics 365.

Free

US$ 0

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

US$ 0

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.

* O preço aqui é apenas para fins de exibição. Todos os preços não incluem impostos, incentivos, descontos ou outras variáveis de preços. Você deve entrar em contato com o parceiro para obter informações mais atualizadas e precisas. A HubSpot não se responsabiliza por essas informações de preços, que são fornecidas pelos nossos parceiros. Preços atualizados pela última vez: 17/10/2024

Mais informações

Criado por
TopLine Results Corporation
Instalações
mais de 10 instalações
Categorias
Idiomas nos quais este aplicativo está disponível
Inglês

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