Integrate HubSpot & Microsoft Dynamics without a line of code, ever

  • Integrate HubSpot & Microsoft Dynamics 365 CRM company, contact, opportunity & activity data
  • No code whatsoever to map data & manage rules
  • Unleash key features for your sales & marketing teams – including HubSpot Timelines, HubSpot smart lists & full funnel analytics
  • Support for Microsoft Dynamics 365 CRM 2011 & later, both on-premise & cloud
  • Certified partner of both HubSpot & Microsoft

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Bidirectionally sync & de-duplicate data across HubSpot & Dynamics

Accurate, complete & consistent data helps your sales & marketing teams perform more effectively.

As new data records are created (leads/contacts, accounts, opportunities), they are connected to any pre-existing records in the other system – ensuring no duplicates are created – and as records update, they remain aligned across both systems.

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Give sales visibility to key HubSpot intelligence in Dynamics

HubSpot gathers key intelligence on your prospects, including where they came from (lead source), why they engaged with you (conversion events) & a full profile (public contact link).

Map these fields to Dynamics so that your sales reps can see this key HubSpot intelligence quickly and easily, natively in the CRM they work in every day.
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Automate segmentation of Dynamics data via HubSpot

HubSpot smart lists are a powerful feature to dynamically target based on individual or account level data.

By syncing Dynamics account and contact data to HubSpot, you can automate the creation of these targeted lists in HubSpot and open up capabilities such as segment-specific or automated campaigns based on a customer lifecycle stage.


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Feed Dynamics data back to HubSpot to power full funnel analytics

HubSpot has powerful full funnel analytics reporting to give you insight into what is driving growth in customers and revenue.

Bedrock Data connects opportunities converted in Dynamics back to HubSpot to unlock this closed loop reporting as part of your HubSpot-Dynamics integration.


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Our HubSpot-Dynamics Object Mapping

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Company

Company (Read, Create, Update)
Account (Read, Update)

Contact

Contact (Read, Create, Update)
Lead (Read, Create, Update)
Contact (Read, Update)

Opportunity

Deal (Read, Create, Update)
Opportunity (Read, Update)

Activity

Engagement (Read, Create, Update)
Task (Read, Create, Update)

Activity

Timeline (Create)
Task (Read, Create, Update)

Read = Bedrock Data can pull data for use in another system
Create = Bedrock Data can create a new record in this system
Update = Bedrock Data can update existing records in this system

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Let's discuss your HubSpot-Dynamics integration

Why Bedrock Data stands out

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No-code integrations

Avoid the complexity of custom development or IT
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Up & running in no time

Faster time to value with rapid on-boarding
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Unleash key features in connected systems

You're invested in SaaS, you want it to deliver
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Multi-directional sync means deep integrations

Keep your data current, consistent & free of duplicates
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Best practices from 20+ HubSpot power users

Check it Out
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12 Keys to a High Performing Marketing Automation & CRM Integration

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