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Dynamics 365 — HubSpot Integration Vol. 17 / Connected Systems

Dynamics 365 + HubSpot your back office and front office as one system

Operations runs on Dynamics. Sales and marketing run on HubSpot. When those two operate in isolation, your commercial engine stalls.

A custom-built integration designed around your business logic, not a generic plug-and-play connector.

01The Problem

Two platforms, two versions of every customer record

On the cost of disconnected systems.

Microsoft Dynamics 365 manages your customers, sales orders, and financial operations. HubSpot manages your pipeline, marketing automation, and customer engagement. Both systems are essential. Neither has the complete picture.

When a deal closes in HubSpot, someone manually creates the customer in Dynamics. When an invoice is raised in Dynamics, nobody in sales knows unless they check. The gap creates duplicate data entry, mismatched records, and a persistent disconnect between what sales sees and what operations has actually processed.

Your ERP and your CRM both have the right data. They just never share it, and that disagreement costs you speed, accuracy, and revenue.

02What We Connect

Contacts, customers, and orders synchronised across Dynamics and HubSpot

On the data flow we wire up.

Field mappings, sync direction, and business logic are configured to your workflows, not limited by a generic connector.

Contact & Customer Sync

Customer records stay aligned across both platforms. New customers created in Dynamics appear in HubSpot. Contact updates in HubSpot reflect in Dynamics. No rekeying, no drift, no mismatched data between your commercial and operational teams.

Sales Order & Deal Flow

Closed deals in HubSpot generate sales orders in Dynamics 365. Order fulfilment status, invoice data, and payment confirmation flow back to HubSpot. Sales sees the financial picture. Operations sees what was promised. Both work from the same record.

03Who It’s For

Enterprise and mid-market teams running Dynamics 365 and HubSpot in parallel

On the businesses this fits.

This integration is for organisations that chose HubSpot for its marketing and sales capabilities and Dynamics 365 for its operational and financial strength. Manufacturers, professional services firms, distributors, and growing enterprises that need both systems working as one.

If your teams are entering the same data twice, or your reporting requires manual reconciliation between Dynamics and HubSpot, this is the integration that eliminates the gap.

Explore the Revenue Capture Engine

Let’s connect Dynamics 365 to your commercial engine

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We’ll map where your current systems are costing you visibility, speed, or revenue, and show you how to fix it.