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.
Two platforms, two versions of every customer record
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 between these two systems creates duplicate data entry, mismatched records, and a persistent disconnect between what the sales team sees and what operations has actually processed. Revenue reporting requires manual reconciliation. Customer records drift. Trust in the data erodes.
Your ERP and your CRM both have the right data. They just never share it — and that disagreement costs you speed, accuracy, and revenue.
Contacts, customers, and orders — synchronised across Dynamics and HubSpot
We build a custom integration between Dynamics 365 and HubSpot that keeps your commercial and operational data aligned. 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.
Deals close in HubSpot and orders appear in Dynamics — automatically.
Sales sees invoice and payment status. Operations sees what was sold.
Customer records are consistent across both systems without manual effort.
Your front office and back office operate from one version of the truth.
Enterprise and mid-market teams running Dynamics 365 and HubSpot in parallel
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.
Let’s connect Dynamics 365 to your commercial engine
Book a discovery call. We’ll map where your current systems are costing you visibility, speed, or revenue — and show you how to fix it.