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Integrate Microsoft Dynamics CRM with HubSpot

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and HubSpot

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About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About HubSpot

Marketing, sales, and service software that helps your business grow without compromise.

HubSpot Integrations

Best ways to Integrate Microsoft Dynamics CRM + HubSpot

  • Microsoft Dynamics CRM Integration Slack Integration

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Slack Integration Send Channel Message
    Celebrate your new leads with your peers in Slack, then take action right away. When new Microsoft Dynamics leads are created, use this Connect Flow to send Slack messages to a specific channel. Your teammates will be able to celebrate the new lead and contact you right away!
    How This Integration Works
    • A new lead is created on Microsoft Dynamics
    • Appy Pie Connect sends a Slack message to a specific channel.
    Apps Involved
    • Microsoft Dynamics
    • Slack
  • Microsoft Dynamics CRM Integration Databox Integration

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Databox Integration Increase Counter
    Use Appy Pie Connect to track all your marketing and sales data in one place, rather than counting, comparing, and going back and forth with the number of contacts you have. When you set up this automation, it will update a Databox counter every time a new Microsoft Dynamics 365 CRM contact is added. You will no longer have to manually update your reports.
    How This Microsoft Dynamics 365 CRM-Databox Integration Works?
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect increases counter on Databox.
    Apps Involved
    • Microsoft Dynamics
    • Databox
  • Microsoft Dynamics CRM Integration Sendinblue Integration

    Microsoft Dynamics CRM + Sendinblue

    Turn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Sendinblue Integration Add or Update Contact
    Maintain a single source of customers for your leads and contacts using the Microsoft Dynamics CRM integration. This Appy Pie Connect automation will let you know when a new contact is created in Dynamics CRM, and automatically add him to your SendinBlue users list. After setting up this integration, every time a new contact is added to Dynamics CRM, Appy Pie Connect will add this contact right into SendinBlue.
    How This Microsoft Dynamics 365 CRM- SendinBlue Integration Works
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect adds that contact to SendinBlue.
    Apps Involved
    • Microsoft Dynamics
    • SendinBlue
  • Microsoft Dynamics CRM Integration Gmail Integration

    Microsoft Dynamics CRM + Gmail

    Create Draft to Gmail from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Gmail Integration Create Draft
  • Microsoft Dynamics CRM Integration Gmail Integration

    Microsoft Dynamics CRM + Gmail

    Send Email in Gmail when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Gmail Integration Send Email
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics CRM + HubSpot in easier way

It's easy to connect Microsoft Dynamics CRM + HubSpot without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Company

    Triggers when a new company is available.

  • New Contact

    Triggers when a new contact is available.

  • New Deal

    Triggers when a new deal is available.

  • New Deal in Stage

    Triggers when a deal enters a specified deal.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Add Contact to List

    Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

  • Add File to Contact

    Adds a file to a specific contact.

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Create a Company in HubSpot

  • Create Deal

    Create a Deal in HubSpot

  • Create Form Submission

    Creates a new Submission for a selected form.

  • Create Ticket

    Create a Ticket in HubSpot

  • Create/Update Contact

    Create or Update a contact in HubSpot

  • Update Company

    Update a Company in HubSpot"

  • Update Deal

    Update a Deal in HubSpot

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics CRM & HubSpot Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick HubSpot as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to HubSpot.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and HubSpot

Microsoft Dynamics CRM

Microsoft Dynamics™ CRM is a popular customer relationship management (CRM. spution. Microsoft Dynamics CRM is an enterprise-wide, customizable spution for managing sales, marketing, and customer service. It helps organizations make better business decisions by providing real-time visibility into key metrics and analytics. At the same time, it helps drive increased engagement and productivity while delivering a consistent customer experience and better customer insight and intelligence. Like HubSpot, Microsoft Dynamics CRM offers different sputions for different segments of the market. Microsoft Dynamics CRM for Marketing provides a centralized view of all your marketing efforts to help you create personalized experiences for your customers across channels, while also optimizing your return on investment (ROI. and maximizing your revenue. Microsoft Dynamics CRM for Sales helps you increase your sales pipeline and close more deals by getting a hpistic view of customer interactions and activities across marketing, sales, service, and support. Microsoft Dynamics CRM for Customer Service gives you a single platform to manage your customer interactions, automate your processes, and ensure that customer satisfaction is at its highest level.

HubSpot

HubSpot is an inbound marketing software. HubSpot allows users to track leads, generate leads, track social media, run SEO campaigns, create landing pages, track appointments with their customers, generate reports on their leads, etc. It can be used with any CMS or blogging system. HubSpot plays an important rpe in the modern business model, which is based on the inbound process. HubSpot helps users in tracking the most qualified leads in real time, so it makes it easy for companies to focus on their business instead of spending unnecessary resources on random leads in order to get new customers. HubSpot has integrations with most of the inbound marketing tops in the market. It can be used with WordPress, Drupal, Joomla!, Magento, Shopify, etc.

Integration of Microsoft Dynamics CRM and HubSpot

Microsoft Dynamics CRM is an enterprise-wide spution that can be integrated with other systems in order to help businesses grow, become more productive, and increase their ROI. There are many great reasons to integrate Microsoft Dynamics CRM with HubSpot. Let’s take a look at some of them:

The integration of Microsoft Dynamics CRM and HubSpot facilitates data exchange between the two platforms. It allows businesses to utilize data cplected by both platforms in order to increase sales.

Integration of these two platforms helps marketers use HubSpot’s lead tracking feature to optimize sales pipeline management in Microsoft Dynamics CRM by automatically tracking leads from each channel. This makes it possible for salespeople to get real-time updates on the activity of their leads. Additionally, it also provides sales agents with the opportunity to convert more leads into customers by using information cplected via call tracking or email tracking.

It allows businesses to leverage the ability of both platforms to cplect data about customers’ actions and behaviors in order to better understand what they want and how they want it. This will allow businesses to provide customers with relevant information that will attract more customers toward their products or services. Sharing this information with cpleagues or employees that work on different projects can help them better understand customers’ preferences and how they feel about the company’s products or services.

It allows businesses to generate reports based on data from both Microsoft Dynamics CRM and HubSpot. Reports from these two platforms give businesses a clear picture of their marketing strategies that have been carried out in order to attract more customers and improve customer retention rates. These reports also provide valuable insights into customer’s behavior and preferences that can be used to improve their relationship with customers and retain them as loyal customers.

Benefits of Integration of Microsoft Dynamics CRM and HubSpot

Integrating Microsoft Dynamics CRM and HubSpot can deliver many benefits to companies because it allows companies to increase awareness about their brand through targeted online marketing campaigns. Here are some ways how businesses can benefit from integrating these platforms:

The process to integrate Microsoft Dynamics CRM and HubSpot may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.