Exelement.co

Overview

HubSpot's native Dynamics 365 connector handles basic contact and company sync — and for simple setups, it works. But many organisations reach its ceiling quickly: custom objects do not transfer, multi-select properties cause mapping errors, and routing logic that depends on field combinations is not supported.

The failure mode is subtle. The integration appears to be running, but records with non-standard fields or unusual values are silently dropped or incorrectly mapped. By the time the gap is noticed, the two systems have drifted and reconciliation is a manual project.

SyncCloud replaces or supplements the native connector with a managed integration that handles your actual data model — custom entities, lookup fields, conditional routing, and field-level precedence rules. The integration is monitored continuously. When something fails, Exelement investigates and resolves it before data drift accumulates.

What you can do

Use cases

Custom object sync across both platforms

HubSpot custom objects — product lines, service agreements, project records — sync to corresponding custom entities in Dynamics 365. Field mappings are defined per object type with configurable precedence logic that determines which system wins when both sides update the same record.

Conditional routing based on CRM properties

Routing logic that depends on multiple field values — region, product line, deal size, owner territory — executes reliably on sync events. Records are assigned to the right queue, owner, or programme in both systems based on your rules, not just simple field matches.

Complex field type handling

Multi-select properties, lookup fields, and calculated fields are mapped correctly between HubSpot and Dynamics 365. SyncCloud handles type conversion and validation logic that the native connector skips — reducing the manual cleanup that follows a failed or partial sync.

Silent failure detection and alerting

Every record that fails to sync generates a logged error with the specific field and value that caused the failure. Exelement reviews error logs on a defined schedule and resolves issues before they accumulate, eliminating the data drift that builds up unnoticed.

The managed service

How SyncCloud works

The implementation begins with an audit of both your HubSpot and Dynamics 365 data models — understanding which objects need to sync, in which direction, and with what logic. Exelement maps this against SyncCloud's integration architecture and identifies any fields or object types that require custom handling.

The native connector, if already in place, can remain active during transition. SyncCloud runs in parallel, handling the objects and field types the native connector cannot manage. Once validated, the native connector can be retired or retained for basic contact sync — the decision depends on your architecture.

Ongoing monitoring covers sync frequency, error rates, and schema changes on both platforms. API updates from either HubSpot or Microsoft are assessed for impact and handled by Exelement, so you are not exposed to breaking changes.

Setup and requirements

Technical notes

Access to a HubSpot sandbox and a Dynamics 365 non-production environment is required before implementation begins. Without sandbox access, add 2–4 weeks for production-only testing with a carefully staged rollout.

This integration is production-ready. Exelement has built and maintained HubSpot and Dynamics 365 integrations in live enterprise environments.

Standard implementation with bi-directional contact, company, and deal sync: 3–6 weeks. Custom objects and complex routing logic: plan for 6–12 weeks depending on the number of object types and field complexity involved.

Bi-directional · 3–6 weeks setup

Ready to go beyond the native Dynamics connector?

Book a free consultation with our integration team. We'll scope the project and have a proposal ready within a week.

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What our clients are saying.

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Beyond the native connector — HubSpot and Dynamics, fully aligned