Microsoft Dynamics 365
Data Sync - Sync HubSpot and Dynamics contact, company & product data
Krav
HubSpot-plan Behörigheter för HubSpot-konto Det krävs inga behörigheter Microsoft Dynamics 365 prenumeration - Sales Professional, Sales Enterprise, eller Sales Premium planer
Översikt
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.
Egenskaper
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.
Appfunktionalitet
Delade 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 |
Recensioner
2,5
23
2,5
23
- 18 dec 2025
Enkel installation och användbara AI-funktioner, men stora begränsningar med inbäddade vyer gör det frustrerande att använda
Vi upplevde vissa begränsningar i den inbäddade vyn i Dynamics: Anteckningar visas inte i den inbäddade vyn som visar organisationsdata från HubSpot.
Ganska lätt att sätta upp och konfigurera. AI Assistant fungerar bra på tillgängliga HubSpot-data.
Anteckningar om organisationer visas inte. Mer konfiguration av den inbäddade vyn skulle vara bra.
Kragh, K.
- 17 okt 2025
Stabil dubbelriktad synkronisering, men synkronisering av erbjudanden saknas
Stabil synkronisering
- enkel att sätta upp - stabil - dubbelriktad
- Erbjudanden överförs inte, vilket är en viktig funktion för ett CRM-system
Fleischer, N.
Prissättning
Sales Professional
65 US$
/månadA 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$
/månadA 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
*Priserna här är endast avsedda som exempel. I priserna ingår inte skatter, incitament, rabatter eller andra prisvariabler. Ta kontakt med partnern för den senaste och mest uppdaterade prisinformationen. HubSpot har inget ansvar för den här prisinformationen, vilken tillhandahålls av våra partner. Priserna uppdaterades senast: 2025-05-12
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