HubSpot Marketing Hub and Dynamics 365 Integration
An advanced email and CRM data integration tool that’s more than just a sync tool.
Built to align your sales and marketing processes, SymphonySync™ connects lead, contact, account, and opportunity data from Dynamics 365 into HubSpot and back. Sync unlimited custom fields and forms with a premium plan. Data is then used to create custom dashboards and views so your teams can take action on marketing data.
Built with every team in mind.
Marketing
Real-time data sharing to Dynamics 365
Real-time contact sharing between Dynamics 365 and HubSpot
Campaign ROI tracking in Dynamics 365
Easy list building in HubSpot and Dynamics 365
Sales
Real-time access in Dynamics 365
Contact engagement data
ROI tracking in Dynamics 365 with custom dashboards
Align sales and marketing efforts
Tech
Reliable sync of HubSpot and Dynamics 365 data
Custom fields in both HubSpot and Dynamics 365
Self-serve portal
Support for integrations
Why Choose SymphonySync™
Unlimited Field Syncing
Capabilities
Are limited field syncing capabilities holding you back?
Add and update unlimited sync mappings anytime. Experience the flexibility of two-way syncing, allowing HubSpot, Dynamics, or both to be the system of record.
Custom Field Mappings
We understand default fields do not always fit your exact needs.
No problem, we can create custom field mappings for a truly useful sync. See a specific data point about a lead or contact in Dynamics 365 and HubSpot to enhance your marketing and sales initiatives.
Access to HubSpot Timeline
Wasting time going back and forth between HubSpot and Dynamics 365?
Gain access to your HubSpot Timeline right from Dynamics 365. See the history of your contact’s interactions with email campaigns and other HubSpot activities without switching between platforms.
Form Submission History
See more than just the last time a lead or contact submitted a form.
In Dynamics, custom marketing event records provide historical insight into all form submissions. Achieve a fuller view of lead and contact interactions. Combine CRM sales data with form submission history to better understand what forms are driving sales.
Custom Dashboards & Views
in Dynamics
Overwhelmed with the inability to access the information you need in Dynamics 365?
See everything you want and none of what you don’t with custom dashboard views. Easily access the HubSpot information you need in Dynamics to increase efficiency and communication across departments.
Our Process
Discover
It begins with a kick-off call to connect with you and your team. We work with you to review your Dynamics 365 and HubSpot databases and establish your needs. We then align the implementation properly to best suit your objectives.
Design
Once we are on the same page, we will create your Dynamics 365 and HubSpot field map and sync flow. In step 2, we develop your custom fields and dashboards, connect your databases, and map your data flows.
Test and Launch
Next, we complete testing to ensure the sync configurations work as expected. We will begin launching your integration while providing you and your team with updates and training along the way.
Training
Learn how to use the portal to manage and monitor your integration. Our team will train you on the configurable settings available in the portal, including how to make mapping changes.
Support
Should there be any issues or any additional changes you would like made, we are here to help you navigate your integration. Support involves monitoring your integration, optional updates, troubleshooting, and making recommendations to further improve your sync.
SymphonySync™ Plans
Free
100 Contact, Account, Lead and Opportunity records
Standard fields
Lead, Contact, Account, Opportunity, Marketing Event forms, and Marketing Events email entities
Standard dashboards
Limited technical support
Standard
Unlimited lead, contact, account, and opportunity records
Standard fields
Lead, Contact, Account, Opportunity, Marketing Event forms, and Marketing Events email entities
Standard dashboards
Limited technical support
Premium
Unlimited lead, contact, account, and opportunity records
Custom and standard fields
Lead, Contact, Account, Opportunity, Marketing Event forms, and Marketing Events email entities. Custom forms/entities are also included.
5 custom dashboards and standard dashboards
Unlimited technical support
Download from the HubSpot App Marketplace
Download from the Microsoft AppSource
Request a Demo
Fill out the form and we will get in touch to review SymphonySync™ for your HubSpot and Dynamics 365 integration.
The SymphonySync™ Difference
SymphonySync™ for HubSpot
HubSpot’s Dynamics 365 Integration
Customization and Flexibility
Supports custom fields, bi-directional sync tailored to unique business workflows
Limited customization, generic integrations
Advanced Reporting & Visibility
Custom dashboards and standard list views in Dynamics 365, linked directly to opportunities
Basic reporting with limited visibility and integration
Historical Data Tracking
Retains comprehensive history of marketing events (forms, emails), preventing data loss
Overwrites data, losing historical information and reporting depth
Reliability & Monitoring
Actively monitors and maintains data accuracy, quickly addressing potential issues
Frequent synchronization errors, limited proactive monitoring
Support
Personalized, ongoing support from experts with deep HubSpot and Dynamics 365 experience
Standardized, ticket-based support with limited specialized assistance
Client Satisfaction
100% 5-star ratings in HubSpot App Marketplace, demonstrating high client trust
Mixed reviews, with reliability and support often cited as concerns
SymphonySync™ for HubSpot Support Guide
Hear it from Our Customers
“Excellent, seamless, and flexible product!”
We have been switching our sync from another provider to SymphonySync™. The transition has been seamless and straightforward. It is flexible, well-tested, and you can add/remove fields as needed. The support team is always just a phone call away if you have a question.
– J. Wells, Marketing Manager
“SymphonySync™ is exactly what we need!”
We recently engaged with SymphonySync™ integration tool. It works flawlessly with Microsoft Dynamics 365. This is a fantastic tool to integrate our marketing campaigns as well as streamlining significant leads. The customizations are easily available as needed as our campaign requirements evolve. Summarizing activity and reporting are extremely important to make sure our ROI for our campaigns is meeting our expectations. SymphonySync™ easily allows us to monitor these campaigns and properly manage our current CRM. Great product and the team behind it could not be more helpful and knowledgeable. The implementation process is absolutely stress-free. They are always accessible to help with any questions or customization. They truly stand behind the development and power of SymphonySync™ and are completely dedicated to make sure it is a successful tool for our company.
– M. Consoli, CIO
