Exelement SyncCloud

a fully managed integration platform as a service solution (managed iPaaS)

Integrate 

HubSpot

 with 

Microsoft Dynamics CRM (on-premises)

With our fully managed integration platform as a service, we can help you get your integration up and running fast, securely, and accurately.

We manage the whole process from A-Z, your integration runs in our cloud, and you don't need to host or manage any code or integration apps.

HubSpot

Microsoft Dynamics CRM (on-premises)

250+ applications
get your integration up and running today

Book a free consultation to get a quote

What is Exelement SyncCloud?

Integrate, exchange, migrate and replicate data between your platforms in no time.

300+ integration connectors to popular apps and services

Rapid custom API connector development, including for your on-prem systems

Fully managed integration platform as a service (iPaaS)

How to Integrate 

HubSpot

 with 

Microsoft Dynamics CRM (on-premises)

Sharing your data between systems is as easy as one two three.

Account setup

Based on your integration needs, we set up a new account and enable the integration connectors needed to build the integration,

HubSpot
 and 
Microsoft Dynamics CRM (on-premises)

, plus others if needed.


If you require endpoints that is currently not available in SyncCloud, or if you require a new connector, we will, build modify existing, or build the new custom connector for you and add it to your account.

01
02

Integration implementation and launch

Before we build the integration, we will do a quick health check in your 

HubSpot

 instance and suggest any changes needed to make the integration work seamlessly.


Based on your requirements, our Data Integration Services Team builds your integration and launches it in an efficient and quick turnaround time. We work with your internal teams to ensure correct field mapping, data synchronization logic, integration frequency, and any custom requirements are met.

Based on your integration complexity, custom logic and any other specific requirements, the time to setup your specific integration can vary. We recommend starting simple and then add on more connections.

Continuous support throughout the lifecycle.

After the launch we will monitor the integration closely for two weeks, and after that we’ll hand over to continuous support. If you need any tweaks or simple changes, just reach out and ask and we’ll set it up for you.

For major changes or updates to your integration, we’ll scope the work together to minimize impact on your production systems.  

03
get your integration up and running today

Book a free consultation to get a quote

INTEGRATE EVERYTHING

Available integration methods

Engagements

  • Create Task Engagement: Create Task engagement in this HubSpot portal.
  • Create Call Engagement: Create Call engagement in this HubSpot portal.
  • Get Engagement: Get the engagement from this HubSpot portal.
  • Update Meeting Engagement: Update Meeting engagement in this HubSpot portal.
  • List Engagements: List all the Engagements from this HubSpot portal.
  • Create Email Engagement: Create Email engagement in this HubSpot portal.
  • Update Note Engagement: Update Note engagement in this HubSpot portal.
  • Delete Engagement: Delete an existing Engagement from a particular HubSpot portal.
  • List New Engagements: List newly created engagements.
  • Create Meeting Engagement: Create Meeting engagement in this HubSpot portal.
  • List Call Dispositions: List the possible dispositions (outcomes) for engagements (sales calls).
  • Update Task Engagement: Update Task engagement in this HubSpot portal.
  • Update Call Engagement: Update Call engagement in this HubSpot portal.
  • List Updated Engagements: Get updated Engagements.
  • Update Email Engagement: Update Email engagement in this HubSpot portal.
  • Create Note Engagement: Create Note engagement in this HubSpot portal.

Company Properties

  • Create Company Property: Creates a company property.
  • Delete Company Property: Deletes a company property.
  • List Company Properties: Lists company properties.
  • Get Company Property: Gets a company property.
  • List Company Property Groups: Lists company property groups.
  • Update Company Property: Updates a company property.

Companies

  • Get Company: Returns details of the specifed Company.
  • List New Companies: List companies created since last run.
  • Search Companies: Returns companies that matches the search name.
  • Get Company By Domain: Gets a company by domain.
  • List Companies: Returns a list of all Companies.
  • Get Company Contacts: Returns a list of contacts from the specified Company.
  • List Updated Companies: List all companies created or modified since last run.
  • Update Company: Updates a company in HubSpot.
  • Create Company: Creates a new Company.
  • Delete Company: Deletes a Company.

Contact Properties

  • Get Contact Property: Gets a contact property.
  • List Contact Properties: Lists contact properties.
  • Create Contact Property: Creates a contact property.
  • Update Contact Property: Updates a contact property.
  • Delete Contact Property: Deletes a contact property.

Contacts

  • Upsert Contact: Creates or updates a Contact. If the email address supplied is a duplicate it will update the Contact, otherwise it will create a new one.
  • List Updated Contacts: Gets a list of recently updated Contacts.
  • Upsert Contacts: Batch create or update a contact inside HubSpot. If email or visitor ID match then the Contact will be updated.
  • Create Contact: Creates a new Contact.
  • Search Contacts: Gets all the Contacts matching the search term. Searches on email address, first and last name, phone number, or company.
  • Get Contact By ID: Gets a Contact by ID.
  • Update Contact: Updates a Contact.
  • List New Contacts: Gets a list of newly created Contacts.
  • List Contacts: Gets a list of all Contacts.
  • Get Contact By User Token: Get a contact by its user token.
  • Delete Contact: Deletes an existing contact from a particular HubSpot portal.
  • Get Contact By Email: Gets a Contact by email address.

Forms

  • List Forms: Returns a list of all forms.
  • List Form Fields: Returns a list of fields for the specified form.
  • List Form Submissions: Returns a list of submissions for the specified form.

Pipelines

  • List Deal Pipeline Stages: List the Stages of a particular Deal Pipeline
  • List Deal Pipelines: Get deal pipelines from HubSpot.
  • List Ticket Pipelines: Get ticket Pipelines from HubSpot.

Deals

  • Search Deals V3: Search through deals.
  • Delete Deal: Delete a Deal.
  • Get Deal: Get the details of the specified Deal.
  • Associate Deal With Contact: Associate a Deal with a Contact.
  • List Deals: Returns a list of Deals.
  • Create Deal: Create a deal inside HubSpot.
  • Update Deal: Update the details of a Deal.
  • List Updated Deals: List modified deals from HubSpot since last successful run.
  • Associate Deal With Company: Associate a Deal with a Company.
  • Search Deals: Returns a list of Deals that match the name.
  • List New Deals: List all deals that have been created since last run.

Custom Objects

  • Create Custom Object Schema: Create a custom object schema.
  • Create Custom Object: Create a custom object.
  • Get Custom Object Schema: Get a custom object schema.

Object Metadata

  • Get Company Writable Properties (Single, Enhanced, for Create): Get the properties of Company for get/update methods.
  • Get Contact Properties (Single, Enhanced, for Get): Get the properties of Contact for get/update methods.
  • Get Contact Writable Properties (Single, Enhanced, for Create/Update): Get the properties of Contact for get/update methods.
  • Get Company Properties (Single, Enhanced, for Get): Get the properties of Company for get/update methods.

Products

  • List Products: Lists all Products.
  • Get Product: Get the details of a Product.
  • Create Product: Create a new Product.
  • Update Product: Update the details of a Product.
  • Get Product For Deal: Get a product from HubSpot as it existed when added to deal.

Contact Lists

  • Remove Contacts From List: Removes one or more Contacts from a Contact List.
  • Add Contacts To List: Adds one or more Contacts to a Contact List.
  • Get Contact List: Gets the details of a single Contact List from the supplied ID.
  • List New Contact List Members: Gets the members of a Contact List added since the last run.
  • List Contact List Members: Gets the members of a Contact List.
  • Create Static Contact List: Creates a new Static Contact List.
  • Add Filters To List: Adds filters to a Contact List, used to define which Contacts are included in the list.
  • Create Dynamic Contact List: Creates a new Dynamic Contact List.
  • List Contact Lists: Gets all Contact Lists from this HubSpot portal.
  • Delete Contact List: Delete a list in a given HubSpot account, identified by its unique ID.

Product Properties

  • Update Product Property: Updates a product property.
  • List Product Property Groups: Lists product property groups.
  • Create Product Property Group: Creates a product property group.
  • Create Product Property: Creates a product property.
  • Get Product Property: Gets a product property.
  • Delete Product Property: Deletes a product property.
  • List Product Properties: Lists product properties.

Blogs

  • Get Blog Post By ID: Gets a blog post by ID.
  • Get Blog By ID: Gets a blog by ID.
  • List Blogs: Lists all of the blogs for an account.
  • List Blog Posts: Lists all blog posts for a HubSpot account.

Owners

  • Get Owner: Get an owner by ID.
  • Get New Owners: Get all the owners from this HubSpot portal since last ran.
  • Get Updated Owners: Get all the owners from this HubSpot portal since last ran.
  • List Owners: List all the owners from this HubSpot portal.

Deal Properties

  • Update Deal Property: Update a deal property.
  • List Deal Property Groups: Returns all of the deal property groups for a given portal.
  • Get Deal Property: Get a deal property.
  • Delete Deal Property: Delete a deal property.
  • Create Deal Property: Create a deal property.
  • List Deal Properties: List deal properties.

Line Items

  • Get Line Item: Returns details of the specified Line Item.
  • List Line Items For Deal: Returns a list Line Items for the specified Deal.
  • Associate Line Item With Deal: Associate a Line Item with a Deal.
  • List Line Items: Returns a list of line items.
  • Create Line Item: Create a Line Item.

Campaigns

  • List Campaigns With Recent Activity: For a given portal, return all email campaign IDs sorted by recent activity associated with the portal.
  • Get Campaign: Gets the details of the specified Campaign.
  • List Campaigns: For a given portal, return all email campaign IDs associated with the portal.

Tickets

  • Update Ticket: Update a Ticket.
  • Create Ticket: Create a new Ticket.
  • Get Ticket: Get the details of a Ticket.
  • List Tickets: Returns a list of all Tickets.
  • Delete Ticket: Delete a Ticket.

Associations

  • Create Batch Association: Create a batch association.

Company Members

  • Disassociate Contact From Company: Removes the association between a Contact and a Company.
  • Associate Contact With Company: Associates a Contact with a Company. If a Contact is already associated with a different Company, the Contact will be added to the new Company. A Contact can only be associated with one Company.
  • Get Company Association For Contact: Checks which Company (if any) is associated with a Contact.

Campaign Responses

  • Create Campaign Response: Create a campaign response that is bound to a campaign.
  • Delete Campaign Response: Delete a campaign response.
  • Get Campaign Response: Get a campaign response.
  • Link Contact to Campaign Response: Link a contact to a campaign response.
  • Update Campaign Response: Update a campaign response that is bound to a campaign.
  • List Campaign Responses: List campaign responses.

Contacts

  • List Updated Contacts: Gets updated contacts in Dynamics since the last time the process was run in this Cycle.
  • Get Contact(s) By Email Address: Gets all matching contacts from Dynamics by email address.
  • Create Contact: Creates a new contact.
  • Update Contact: Updates a contact.
  • Get Contact: Gets a contact from Dynamics.
  • List Contacts: Gets the new contacts added to Dynamics since the last time the process was run in this Cycle.
  • List New Contacts: Gets the new contacts added to Dynamics since the last time the process was run in this Cycle.
  • List New and Updated Contacts: Gets the new and updated contacts added to Dynamics since the last time the process was run in this Cycle.
  • Delete Contact: Deletes a contact.

Products

  • Get Product: Gets a list of all products in Dynamics.
  • List Updated Products: Gets a list of all products in Dynamics updated since the last run time.
  • List New And Updated Products: Gets a list of all products in Dynamics added or updated since the last run time.
  • List New Products: Gets a list of all products in Dynamics added since the last run time.
  • List Products: Gets a list of all products in Dynamics.

Roles

  • List Roles: Gets a list of all roles.

Accounts

  • Batch Requests: Perform multiple operations in a single request.
  • List New Accounts: Gets the new accounts added to Dynamics since the last time the process was run in this Cycle.
  • List Accounts: Gets a list of all accounts in Dynamics.
  • Update Account: Update an existing account.
  • Create Account: Create an account.
  • List New and Updated Accounts: Gets the new and updated accounts added to Dynamics since the last time the process was run in this Cycle.
  • List Updated Accounts: Gets the updated accounts added to Dynamics since the last time the process was run in this Cycle.
  • Delete Account: Deletes an account.
  • Get Account: Get an account specified by its ID.

Campaigns

  • Update Campaign: Update an existing campaign.
  • Create Campaign: Create a campaign.
  • List Campaigns: Gets all campaigns in Dynamics.
  • Delete Campaign: Delete a campaign.
  • Get Campaign: Gets a campaign from Dynamics.
  • Get Campaign By Name: Gets a campaign by name. Leaves through the True Exit if found, else through the False Exit. If multiple matches are found, only the first is returned.

Marketing Lists

  • List Updated Marketing Lists: Gets the updated marketing lists since last run.
  • Create New Marketing List: Creates a new mailing list.
  • Get Marketing List By Name: Gets a Marketing List from Dynamics by name.
  • List New Marketing Lists: Gets the Marketing Lists added since the last run date.
  • List Marketing Lists: Gets the Marketing Lists.
  • Get Marketing List: Gets a Marketing List from Dynamics by ID.

Dynamic Marketing Lists

  • List Dynamic Lead Lists: Get dynamic marketing lists.
  • List New Dynamic Lists: Gets the new dynamic marketing lists since last run.
  • List Dynamic List's Leads: Get Contacts of a dynamic marketing lead list.
  • List Dynamic List's Accounts: Get Accounts of a dynamic marketing lead list.
  • List Dynamic Lists: Get dynamic marketing lists.
  • List Dynamic List's Contacts: Get contacts for a dynamic list.
  • List Updated Dynamic Lists: Gets the updated dynamic marketing lists since last run.

Leads

  • Update Lead: Update a lead.
  • Create Lead: Create a new lead.
  • Delete Lead: Deletes a lead.
  • List Updated Leads: Get updated leads.
  • List Leads By Email Address: Gets all matching leads from Dynamics by email address.
  • List Leads: Get leads.
  • List New Leads: Get new leads.
  • Get Lead: Gets a lead from Dynamics by ID.

Static Marketing Lists

  • List Static Lists: Get static marketing lists.
  • List Static Lead Lists: Get static marketing lists.
  • List Static List's Leads: Get static lead list contacts.
  • Add Member(s) to Static List: Adds Marketing List Members.
  • List Static List's Accounts: Get static list's accounts.
  • Remove Member(s) from Static List: Removes Members from a Static Marketing List.
  • List Static List's Contacts: Get static list contacts.

Teams

  • List Teams: Gets a list of all teams.

Fields

  • Get Entity Fields (List Objects): Get fields of a List object (for example contacts - as opposed to contact).
  • Get Entity Fields: Get a single entity (e.g. contact)'s fields. Can be used to map additional data that is not currently mapped in a method.

System Users

  • List System Users: Gets a list of all system users in Dynamics.
  • Get System User: Gets a system user from Dynamics by ID.

Tasks

  • Create Task: Creates a new task for the specified contact.

Looking for additional or custom integration methods?

We can customize the integration to work with any additional or custom methods, get in touch with our team to discuss your particular integration needs.

Book a free consultation

Secure Data Movement From Point A to B,
In Weeks Not Months

GDPR Compliant

We take GDPR seriously and design everything with security first.

IP Whitelisting

Exelement's SyncCloud sends and receives requests from static IP address which you could whitelist in your system's API.

SSL everywhere

We always use SSL when customer systems connect to Exelement SyncCloud or third party APIs such that data is encrypted on the way in to and out of the Exelement SyncCloud application. Whilst in the Exelement SyncCloud application environment all data is encrypted.

Untangle your IT team

By building and running your system integrations on Exelement SyncCloud, you get to free up your IT team from building, managing and hosting your marketing and sales integrations. We know how busy internal IT teams can be, sometimes small marketing and sales projects would take forever to be delivered and get tangled with internal resources and skillset planning, DevOps and security limitations. Why tangle your IT team while you can launch your integrations faster and in isolation from your internal IT systems?

Physical Access Controls

Exelement's SyncCloud application runs in secure data centres operated by Amazon Web Services. Amazon Web Services policy in regards to Physical Access is as follows: Physical data centre access is granted only to approved employees and third parties. Such individuals who need data centre access must first apply for access and provide a valid business justification. These requests are granted based on the principle of least privilege, where requests must specify to which layer of the data centre the individual needs access, and are time-bound.  Requests are reviewed and approved by authorized personnel, and access is revoked after the requested time expires. Once granted admittance, individuals are restricted to areas specified in their permissions.
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