.png?width=1254&height=1254&name=Newsletter%20Envelope%20Icon%20(3).png)
Ready for Unlimited Possibilities?
Let's get the conversation started.
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've connected 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've mapped 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.
Book a Call
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.
Book a Call
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 orders become HubSpot deals, so sales and finance track revenue in the CRM without pulling reports out of the ERP.
Dynamics Order → HubSpot Deal → Revenue ReportingRevOps Stage Mapping
Your Dynamics sales stages map one-to-one to HubSpot's, so quotes and accounts move through a single pipeline everyone forecasts from.
Dynamics Quote / Account → HubSpot Deal → ForecastingFinance Visibility
Invoices and account balances surface on the HubSpot company, giving sales the billing picture they need for renewals without opening Dynamics.
Dynamics Invoices & balances → HubSpot Company → Renewal ReportingFeatures
- 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.