System Roles: What Each Platform Is Responsible For

HubSpot Responsibilities

HubSpot manages customer relationship and engagement data.

Examples include:

• Leads and prospects

• Contact records

• Company records

• Sales deals

• marketing campaign engagement

• email interactions

• meeting activity

• notes and communication history

Sales and marketing teams should complete most of their daily work in HubSpot.

Dynamics Responsibilities

Dynamics manages financial and operational records.

Examples include:

• invoices

• revenue recognition

• payment tracking

• financial reports

• contract billing

• accounting workflows

Shared Data

Certain records sync between both systems.

Examples:

• Companies

• Customers

• Deal information

• Account details

These records help ensure finance and sales teams are aligned.

Important Reminder

Employees should never manually recreate records in both systems unless instructed by CRM administrators.

The integration handles synchronization automatically.