Does HubSpot Integrate with Microsoft Dynamics CRM?

The Value of Integrations

Too many sales and marketing teams are drowning in inefficient processes. Most of these processes have to do with manual tasks involving synchronizing leads and contacts. The sales funnel follow-up helps companies understand and visualize their sales process and, most importantly, measure their overall conversion success. 

This leads many to ask, “Does Hubspot integrate with Microsoft Dynamics CRM?” The HubSpot-Microsoft Dynamics CRM (also commonly known as Microsoft Dynamics 365) integration adds incredible value, given the right integration tool.

According to a Business Wire global study, 84% of respondents claim integration challenges are slowing their digital transformation progress. More surprisingly, for 83% of respondents, data silos were the reason for most businesses’ challenges. We could agree that your company does not want to be part of these statistics.

Integrate Hubspot and Microsoft Dynamics

So, is this Hubspot and Microsoft Dynamics CRM integration possible? Yes! Interestingly, it is actually not an integration that many may immediately think of setting up, but it will certainly accelerate your digital work. 

You might be wondering if a native integration is a good option. Native integrations are possible, depending on your objectives and needs, but remember that you will have limited control, features, standardization, and visibility.

Data always plays a crucial role in any business process. By integrating data across multiple systems, you get a single, unified view of your company’s most valuable asset: your customer. When appropriately analyzed, this consolidated data can provide actionable insights and more accurate decision-making. 

Software integrations, also known as application integrations, allow you to connect a group of related software to fulfill critical business requirements. Instead of asking does Hubspot integrate with Microsoft Dynamics CRM, perhaps the question should be how quickly can I get the systems integrated

In the same study mentioned above, 92% of respondents said their company’s integration goes beyond the IT departments, including 36% coming from marketing areas. No wonder why connecting systems and platforms has become a constant in the list of best practices within companies.

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What Are The Main Benefits of a HubSpot-Dynamics 365 CRM Integration?

From automating tasks, sharing contact information, and streamlining your customers’ buyer journey, your marketing and sales teams can achieve sales goals and marketing alignment with a seamless HubSpot and Microsoft Dynamics CRM integration.

Let’s dig deeper into the detailed benefits of such integration:

1. Improved insight between sales and marketing efforts

The silo effect happens when different departments or teams within an organization lack a system to communicate effectively with each other. Collaboration and productivity suffer because of it. 

Forbes says the silo culture “kills cooperation” because “when silo culture appears, it inhibits communication and introduces the element of competition between team members, who start to concentrate on their own goals, significantly hindering the organization and team as a whole.”

Information silos work the same way. Information not shared between departments or divisions impedes growth and efficiency in your organization. Silos can generate various problems, such as lack of synergy, duplication of effort, and missed opportunities.

2. Better data quality and automation

A typical root cause for poor data quality is manual data entries: by employees, customers, or even multiple users. We are humans and have our limitations. Thus, companies should think about how to automate data entry processes to reduce human error. Whenever a system can do something automatically, it is worth implementing.

A HubSpot and Microsoft Dynamics CRM integration might also help with data cleaning by fixing or removing incorrect, corrupted, incorrectly formatted, duplicate, or incomplete data. If data is incorrect, outcomes are unreliable. Some data transformation capability systems might move data with no regard to its quality, making it a huge problem in the near future.

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3. Effective lead scoring and prioritization

In sales, time is money. And there is no bigger waste of both your sales reps’ time and energy than pursuing dead-end leads. If you can locate your top and bottom quality leads before you begin reaching out to them, you will be able to elaborate a more strategic approach for better sales outcomes.

4. Understanding your closed-loop reporting

Granular data—where a customer bought a product, at what time, and even how the weather was that day—is available and easily accessible within a closed-loop to any marketer with the right tool. In closed-loop reporting, an incredible amount of data is available to both marketing and sales teams. Consequently, connecting your marketing analytics with your CRM is fundamental to have the ability to understand what is working and what is not.

5. Accuracy of Segmentation and improving segmentation

The HubSpot and Microsoft Dynamics 365 CRM integration can make it easy for your teams to group customers in a more advanced and targeted segmentation. Personalizing your email campaigns is a proven way to increase your open and click-through rates and has a measurable impact on your ROI and revenue.

6. Easy access and control for non-technical employees

Your existing native integration may be working, but you have limited control, standardization, and visibility. Even technical users benefit from user-friendly platforms, which nowadays consist of no-code “smart integrations.” 

If users don’t like interacting with the platform, they will not come back for more. With the HubSpot and Microsoft Dynamics CRM API, users have developer control  – without being a developer – in a straightforward drag-and-drop interface.

What to expect from a HubSpot and Microsoft Dynamics CRM integration

According to GetApp, “Managing integrations between multiple systems can become complex and long-drawn when requirements evolve later on, such as having to add new data or more users to the systems. You need to ensure that the software vendors (of the systems being integrated) are capable of managing the integrations with changes to your business requirements.”

Software integrations can enhance productivity and offer new insights into business processes. But they can also slow down processes if not implemented strategically.

That is why you must make sure that the integration is:

1.     Fast. Some can take just minutes.

2.     No code or requires no technical work.

3.     Automatically sends two-way contact, lead and account updates between HubSpot and Microsoft Dynamics 365 CRM.

4.     Customizable so you can easily choose which records to sync between platforms and triggers.

How easy can it be? Every tool might be different, but in general terms, you should expect the points mentioned above.

Lastly, safeguard systems holding sensitive data have adequate data protection measures, such as data encryption and backup, to ensure information is not lost or compromised.

Now you are ready to start your HubSpot and Microsoft Dynamics 365 CRM integration!

Want to learn more about how you can automate your sales and marketing workflows and put processes on autopilot? Request a demo of Vertify and discover what combining the power of these two tools can do.

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Author: Matt Klepac | CEO | Vertify