HubSpot Microsoft Dynamics 365 Integration

Overview

HubSpot offers a native Dynamics 365 connector through its Data Sync framework, and it is capable. It syncs companies to accounts, contacts to contacts or leads, deals to opportunities, and also products, invoices, orders, activities, and custom objects to Dynamics entities, one object type at a time, in one or two directions. Its limits surface in two places: custom field mappings require a paid Data Hub subscription, and the sync runs on a schedule, so updates appear in minutes rather than instantly. Beyond that, complex field types and the transformation and routing logic enterprise teams need sit outside what it does well. SyncCloud is for those cases. It connects to any Dynamics 365 deployment, cloud or on-premises, handles the different authentication methods each uses, syncs on specific data value changes through HubSpot webhooks for near real-time updates on the activities that matter, and applies custom sync rules you define. It runs the whole integration as a managed service.

What you can do

Use cases

Custom object sync across both platforms

Custom objects map to Dynamics entities in both the native connector and SyncCloud. The difference is depth: SyncCloud adds the field-level transformation and validation that complex entities need, and does not depend on a paid Data Hub tier to map custom fields.

Custom sync rules and conditional routing

SyncCloud applies custom sync rules you define. Leads and contacts created in HubSpot reach the correct Dynamics owner, business unit, or record type based on lifecycle stage, source, region, or any combination of fields, and you set which system wins when both sides change the same record. Sales works from a prioritised set rather than a flat sync.

Complex field type handling

Lookup fields, multi-select properties, and calculated fields are mapped correctly between HubSpot and Dynamics 365. SyncCloud handles the type conversion and validation the native sync does not, so values arrive complete rather than truncated or dropped.

Silent failure detection and alerting

The integration is monitored and maintained as a managed service. When a schema change or an API update would otherwise break a sync, SyncCloud absorbs it and your team keeps a single named Exelement contact for operational questions.

The managed service

How SyncCloud works

SyncCloud begins with an audit of both data models, HubSpot and Dynamics 365, to map which objects sync, in which direction, and with what logic. We build the field mapping and type conversion, configure routing and error handling, and test in a HubSpot sandbox and a Dynamics non-production environment before going live. After launch we monitor the integration and manage the impact of platform updates on both sides.

Setup and requirements

Technical notes

The native HubSpot Dynamics 365 connector (HubSpot Data Sync) supports a broad object set, including custom objects mapped to Dynamics entities, with one-way or two-way sync. Its constraints: custom field mappings require a paid Data Hub subscription, sync is scheduled (near real-time, typically minutes), each object type is configured separately, and complex field types such as lookup and multi-select are not handled reliably. SyncCloud builds against the Dynamics Web API and the HubSpot API directly and supports the full range of Dynamics 365 deployments, cloud and on-premises, across the various authentication methods each requires. It uses HubSpot webhooks to sync on specific data value changes, so selected activities update in near real-time rather than on a fixed schedule, and it applies custom sync rules you define for field-level logic, routing, and record precedence. A HubSpot sandbox and a Dynamics non-production environment are required before implementation.

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.

Book a free consultation

What our clients are saying.

“We can finally trigger personalized engagement campaigns based on CRM changes, not just marketing activities – improving our campaigns for onboarding, cross-sell, up-sell and re-engagement.”

“Lead follow-ups that used to take days now happen within minutes, thanks to seamless handoff between marketing and sales.”

“Exelement always have great solutions and quick help when it comes to HubSpot sales processes and automation!
The service is on top!”

“Since integrating our CRM and marketing automation, we've achieved accuracy in campaign ROI reporting—finally making data-driven budget decisions.”

“Our sales team now sees the entire buyer journey—email clicks, page views, webinar attendance—leading to a 30% higher conversion rate from MQL to SQL.”

“With marketing activity tracking in our CRM, our sales reps are 40% more likely to engage with leads at the right moment.”

“Lead scoring is finally aligned between teams, and it's increased qualified lead velocity by 35%.”

“We now see campaign performance right inside our CRM, reducing reporting time by 70%."”

“We’ve gone from siloed metrics to unified funnel reporting, which improved our forecasting accuracy significantly”

“Integration brought our sales and marketing teams together—now we actually share the same pipeline goals and KPIs.”

“We've automated lead stages and reduced manual processing time by over 50%.”

“Personalization got a serious upgrade—using up to date CRM data, we increased email engagement by 60%.”

Featured case study

HubSpot and Microsoft Dynamics 365, aligned beyond the native connector