Data Flow Between HubSpot and Dynamics 365

Overview

HubSpot and Dynamics share data through an automated integration.

The integration ensures that both systems have consistent information about customers and deals.

Typical Data Flow

Step 1: Lead Creation

Leads typically enter HubSpot from:

• marketing forms

• paid advertising

• list uploads

• webinars / events

• inbound inquiries

• sales outreach

• imported lists

Step 2: Sales Pipeline Management

Sales teams manage:

• deals (opportunities)

• deal stages

• communication tracking

all inside HubSpot.

Step 3: Deal Sync

Once a deal is created, the deal information syncs to Dynamics. It will then continue to sync every time a deal is updated until it becomes closed won or closed lost.

This allows finance teams to begin billing and revenue processes.

All other rules and safegaurds for managing deals (opportunities) remain in place.

Information That Syncs

Examples of synced information include:

• company name (account name)

• customer contact information

• deal value

• service details

• contract start date

Sync Frequency

Data synchronization typically occurs automatically and frequently throughout the day.

If data does not appear in the other system, review the troubleshooting section.