How does the Microsoft Dynamics HubSpot integration work?

Microsoft Dynamics (365 or GP) is a business\/ERP platform. We build secure, scalable sync on Karana \u2014 UTS's in-house middleware \u2014 mapping custom objects and automating bi-directional flows across finance, marketing and sales.

What data can I sync between Microsoft Dynamics and HubSpot?

Accounts, contacts, quotes and orders (with ERP data like invoices and balances) \u2014 mapped to HubSpot Companies, Contacts, Deals and Custom Objects.

Can the integration be customized to our Microsoft Dynamics setup?

Yes. We map your custom objects and lead\/opportunity stages to support RevOps workflows \u2014 no unnecessary third-party plug-ins.

Microsoft Dynamics + HubSpot Integration

Microsoft Dynamics (365 & GP) is a business/ERP platform. Our integration connects accounts, contacts, orders and invoices with HubSpot, giving sales, finance and operations a single source of truth.

Our Experience

Method: custom build on Karana (iPaaS) for Dynamics 365 & GP; bi-directional flows, mapping custom lead/opportunity stages.
Built: two-way Accounts↔Companies and Contacts↔Contacts; Quotes & Orders → Deals; Invoices → Custom Objects; RevOps stage mapping across finance, marketing and sales.

In plain terms: We connect Dynamics (365 or GP) to HubSpot through our middleware so accounts and contacts stay matched, and quotes and orders appear in HubSpot as deals. Invoice and balance data comes across too, and we map your Dynamics sales stages to HubSpot's — so finance, marketing and sales share one pipeline and one set of numbers.

ERP
Two-way sync

Planning a Microsoft Dynamics + HubSpot integration?

Tell us which Microsoft Dynamics systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.

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Data Sync Objects

HubSpot Object	Microsoft Dynamics Object	Direction
Companies	Account	Two-way
Contacts	Contact	Two-way
Deals	Order / Quote	External → HubSpot
Custom Objects	Invoice	External → HubSpot

Use Cases

Order-to-Revenue Visibility

Dynamics Order flows into HubSpot and on to Revenue Reporting.

Dynamics Order → HubSpot Deal → Revenue Reporting

RevOps Stage Mapping

Dynamics Quote / Account flows into HubSpot and on to Forecasting.

Dynamics Quote / Account → HubSpot Deal → Forecasting

Finance Visibility

Dynamics Invoices & balances flows into HubSpot and on to Renewal Reporting.

Dynamics Invoices & balances → HubSpot Company → Renewal Reporting

Features

Accounts & contacts sync
Quotes & orders → Deals
Invoice/ERP data in HubSpot
Custom lead/opportunity stage mapping
Bi-directional automation
Built on Karana middleware

Frequently Asked Questions

How does the Microsoft Dynamics HubSpot integration work?

Microsoft Dynamics (365 or GP) is a business/ERP platform. We build secure, scalable sync on Karana — UTS's in-house middleware — mapping custom objects and automating bi-directional flows across finance, marketing and sales.
What data can I sync between Microsoft Dynamics and HubSpot?

Accounts, contacts, quotes and orders (with ERP data like invoices and balances) — mapped to HubSpot Companies, Contacts, Deals and Custom Objects.
Can the integration be customized to our Microsoft Dynamics setup?

Yes. We map your custom objects and lead/opportunity stages to support RevOps workflows — no unnecessary third-party plug-ins.