IT Partner

Description

Connect HubSpot with Dynamics 365 Sales to align marketing and sales, automate the lead-to-revenue process, and sync customer data bi-directionally. Final pricing and timeline are customized after scoping.

🔄 Sync HubSpot with Dynamics 365 Sales #

Marketing-to-Sales alignment. Automated revenue engine. #

Bridge your marketing automation and sales execution ecosystems to create a seamless customer journey from first touch to closed deal.
IT Partner's HubSpot + Dynamics 365 Sales Integration delivers real-time data sync and workflow automation between leading marketing and sales platforms.

🧩 What This Integration Does #

We connect HubSpot and Dynamics 365 Sales to enable:

🔄 Bi-directional data sync (Contacts, Companies, Deals/Opportunities, Activities)
⚡ Automated lead lifecycle management (e.g., HubSpot MQL → Dynamics 365 Lead → Opportunity)
📊 Unified funnel reporting by combining marketing and sales data in Power BI
🔐 Secure access with Azure Entra ID and field-level security controls
🚀 AI-powered insights using Dynamics 365 Copilot with enriched HubSpot data

💡 Why It Matters #

Without integration:

❌ Marketing and sales teams operate with disconnected data and goals
❌ Manual processes for handing off leads result in delays and dropped opportunities
❌ Inability to attribute revenue to specific marketing campaigns and efforts

With integration:
✅ Automate the lead handoff process from marketing to sales in real-time
✅ Create a single source of truth for customer interactions across the entire lifecycle
✅ Measure marketing ROI accurately by tracking leads all the way to closed revenue

🚀 Key Benefits #

Align Marketing & Sales: Automate the lead lifecycle from HubSpot form fill to Dynamics 365 Opportunity, ensuring no lead is ever dropped.
Sync Critical Business Data: Keep Contacts, Companies, and Deals/Opportunities in sync with field-level mapping precision.
Gain Full-Funnel Visibility: Create comprehensive Power BI dashboards that combine HubSpot engagement data with Dynamics 365 sales pipeline data.
Enhance Data Security: Implement Azure Entra ID Conditional Access and manage credentials securely with Azure Key Vault.
Leverage AI for Forecasting: Use Dynamics 365 Copilot to generate predictions and insights based on a complete view of marketing and sales activities.
Scale for Growth: Built on Azure, the integration scales effortlessly with your business.

⚙️ How It Works #

Data Mapping & Strategy
- Configure field matching between HubSpot properties and Dynamics 365 fields with conflict resolution rules.
- Note: Custom objects and complex mappings may require middleware transformation.
Integration Layer
- Deploy Azure Logic Apps or a middleware platform with connectors for both systems.
- Implement robust error handling and logging for API limits (HubSpot API daily limits vary by tier).
Security & Governance
- Apply Entra ID Conditional Access policies for secure access to both platforms.
- Encrypt sensitive sync data with Azure Key Vault.
Intelligence & Analytics
- Consolidate data for reporting in Dataverse or Azure Synapse.
- Surface AI-driven insights in Dynamics 365 using the unified dataset.

Technical Requirements:

HubSpot Professional or Enterprise tier (required for API access levels)
Dynamics 365 Sales Enterprise license with admin rights
Azure Logic Apps Standard tier (or a designated middleware platform)
Dataverse storage capacity for consolidated reporting and AI processing

🎯 Who's This For? #

B2B Organizations where marketing (HubSpot) and sales (Dynamics 365) teams need to be tightly aligned.
RevOps Leaders requiring a clear view of marketing-sourced revenue and funnel performance.
IT Leaders tasked with creating a unified, secure, and scalable tech stack across departments.

🏆 Why Choose IT Partner LLC #

Microsoft & HubSpot Certified architects with deep cross-platform expertise.
Pre-built mapping templates for common objects to accelerate deployment.
Business-outcome focused implementations that prioritize ROI and user adoption.