Connect HubSpot and Microsoft Dynamics 365 CRM to unlock the power of automation
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Set up your first integration
Quickly connect HubSpot to Microsoft Dynamics 365 CRM with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate HubSpot with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects HubSpot and Microsoft Dynamics 365 CRM, automating your workflow.
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Frequently Asked Questions about HubSpot + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Microsoft Dynamics 365 CRM
How do I connect HubSpot with Microsoft Dynamics 365 CRM?
To connect HubSpot with Microsoft Dynamics 365 CRM, you need to use Zapier as the bridge between the two platforms. You can create a Zap that triggers when a new contact is added in HubSpot and set an action to create or update a lead in Dynamics 365.
What triggers are available for the integration between HubSpot and Microsoft Dynamics 365?
The integration supports various triggers such as 'New Contact', 'Updated Contact', and 'New Deal' in HubSpot, which can then initiate actions like creating or updating records in Microsoft Dynamics 365 CRM.
Can I customize the data fields when integrating HubSpot with Dynamics 365 CRM?
Yes, you can map custom fields from HubSpot to corresponding fields in Microsoft Dynamics 365. Our platform allows you to specify which data fields should be transferred and how they align between both systems.
Is it possible to sync historical data from HubSpot to Microsoft Dynamics 365 CRM?
Our platform primarily handles real-time data syncing through triggers, but you can perform a one-time import of historical data by using specific tools or services designed for bulk data migration.
How frequently does the sync occur between HubSpot and Microsoft Dynamics 365 CRM?
The sync frequency is determined by the trigger events in HubSpot. Once a trigger event occurs, such as adding or updating a contact, it initiates an immediate action to sync with Dynamics 365 CRM.
Are there any limitations on the number of contacts that can be synced between these platforms?
There might be limitations based on your plan's API request limits for both HubSpot and Microsoft Dynamics 365. It’s important to review these limits in your respective accounts to ensure smooth syncing without interruptions.
Can we automate workflows across both systems using this integration?
Absolutely, you can automate workflows such as lead scoring and nurturing across both systems by setting appropriate triggers and actions that reflect changes made in either platform.
Practical ways you can use HubSpot and Microsoft Dynamics 365 CRM
Sync new accounts in Microsoft Dynamics CRM with HubSpot.
Whenever a new account is created in Microsoft Dynamics CRM, Zapier adds it to HubSpot as a new company. This keeps marketing and operational pipelines in sync for better targeting and making sure no business opportunities are lost.
Business Owner
Update Microsoft Dynamics CRM when HubSpot deal moves stages.
Zapier updates a Microsoft Dynamics CRM opportunity whenever a deal changes stages in HubSpot. This helps the IT team ensure consistent data integrity across platforms, eliminating the need for manual CRM updates and improving pipeline visibility.
ITAdd HubSpot leads to Microsoft Dynamics CRM.
When a new lead is created in HubSpot, Zapier automatically creates a contact in Microsoft Dynamics CRM with the lead's details. This provides immediate synchronization between marketing and sales software, reducing manual data migration and ensuring that sales teams get the latest lead information quickly.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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