Microsoft Dynamics 365
Data Sync - Sync HubSpot and Dynamics contact, company & product data
要求
HubSpot 计划 HubSpot 帐户权限 无需权限 访问类型 Shared Microsoft Dynamics 365 订阅 - Sales Professional、Sales Enterprise或Sales Premium 计划
概览
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.
功能
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.
应用程序功能
共享数据
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 |
评论
2.5
24
2.5
24
- 2026年3月25日
对于内部管理非常有用，但问题在于 HubSpot 与 Dynamics 的集成--HubSpot 完全让人失望。
9 年来，Dynamics 作为企业资源规划系统在我的组织中一直非常有用。它一直运行良好。
机会、项目、供应商和发票的简单管理
HubSpot 不允许与动态系统可靠连接
Pons, J.
- 2025年12月18日
设置简单，人工智能功能也很有用，但嵌入式视图的主要局限性使其难以使用
我们在 Dynamics 的嵌入式视图中遇到了一些限制：在显示 HubSpot 组织数据的嵌入式视图中不显示备注。
设置和配置相当简单。人工智能助理在可用的 HubSpot 数据上运行良好。
未显示组织注释。最好能对嵌入式视图进行更多配置。
Kragh, K.
定价
Sales Professional
US$65
/月A 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
US$65
/月A 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
* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间：2025/12/17
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