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Using HubSpot With Dynamics CRM

  • 1.  Using HubSpot With Dynamics CRM

    Posted Jun 29, 2018 08:14 AM
    ​We are currently using Dynamics 365 CRM for some of our Business Units.  We are also in the midst of implementing HubSpot Marketing Software.  We are interested in how other users of both systems have integrated the two systems together.

    ------------------------------
    Gary Baron
    Director Information Technology
    Rochester Midland
    Rochester NY
    ------------------------------


  • 2.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted Jun 29, 2018 09:22 AM
    I haven't personally integrated HubSpot, but they say they support integration via Scribe and Bedrock: Microsoft Dynamics CRM Integration | HubSpot 

    Unfortunately, they don't have a Flow connector yet for HubSpot, which would be ideal.

    I assume you would want to be able to push Contacts to HubSpot, and Leads to Dynamics, which would be relatively straightforward with Scribe.

    ------------------------------
    Wayne Walton
    CRM Practice Lead
    eBECS Limited
    Atlanta GA
    ------------------------------



  • 3.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted Jul 02, 2018 10:23 AM
    Gary,

    There is no integration, there is the support of ETL processes using products like Scribe.  We use D365 v9x online and HubSpot online with Scribe hosted online as well.

    If you are looking to use Scribe online and will not support it internally you should find a 'full service' hosing facility.  Be sure it is extremely clear who is responsible for updating the transfer jobs and who is responsible for monitoring the synchronizations.  You may be at the point were "HubSpot data is not considered business critical" in your organization.  This will change very quickly once Sales is provided with well qualified actionable Leads.  You will need a hosting service that treats the synchronization process as mission critical and works to resolve transfer issues in a business acceptable time frame.  Be sure that there is a clearly defined process for transferring data and which system maintains the 'Master' value for each individual field.  Be sure this is clearly documented, you will be going back to this documentation weekly if not more often.

    One of the biggest issues I have with HubSpot is they do not support or have any true concept of a 'sandbox' or testing environment.  If you want a second environment you need to purchase it, which we did.  You cannot develop and test workflows in one environment and move them to another, they need to be manually recreated.  You cannot set an environment to any type of mode where it won't actually send emails generated from the system, which disabling outgoing messaging is SOP for any non-production environment.  You cannot copy your production environment to a non-production environment, which causes you to have to delete all of the Company, Lead, Contact, and Deal data out of HubSpot 'sandbox', copy your D365 production to D365 sandbox, then delete all of the ScribeExternalIDs out of these entities before re-enabling the sync.  Having to do this, causes a full sync from D365 Sandbox to HubSpot sandbox, in our environment it takes ~120hrs.

    On the up side I believe that our Marketing group likes HubSpot, finds it easy enough to use and has been using it for just over a year without much issue.

    Hope this helps,


    ------------------------------
    Jim Corriveau
    A.W. Chesterton Company
    Groveland MA
    ------------------------------



  • 4.  RE: Using HubSpot With Dynamics CRM

    Posted Jul 02, 2018 10:49 AM
    Gary -

    You should reach out to your Hubspot rep and ask them about the Lynton integration. It is a service that is pre-built to link D365 and Hubspot. Here's information on their sync. FYI - it is a cost, but so would Scribe, eOne, or DQ Global's App Rules.


    ------------------------------
    Eric Beins
    Practice Director & Principal Consultant
    Journey Team
    South Jordan UT
    ------------------------------



  • 5.  RE: Using HubSpot With Dynamics CRM

    Posted Jul 02, 2018 11:37 AM
    Hi Gary - we have the two connected via the Lynton web connector (which i do believe is the same as the scribe one). would be happy to hop on a screen share and show you what we have set up.

    We just went live with the integration a few weeks ago.


    Trish

    ------------------------------
    Trish Boccuti
    Director of Marketing
    Fastpath
    St. Petersburg FL
    ------------------------------



  • 6.  RE: Using HubSpot With Dynamics CRM

    Posted Sep 25, 2018 06:44 PM
    Hi Trish -

    We are looking at a possible move to Hubspot.  Do you still feel like the integration with Hubspot is great for Marketing, Sales & the CRM Team?

    ------------------------------
    Sari Hegewald
    Marketing Automation Program Manager
    Glynlyon
    Chandler AZ
    ------------------------------



  • 7.  RE: Using HubSpot With Dynamics CRM

    Posted Jul 02, 2018 02:06 PM
    I needed this thread months ago as we just switched from Salesforce to MSD a couple weeks ago and are using Scribe as the connector (due to our vendors experience with it).  I don't think I have enough experience yet to give any advice on Scribe, but would definitely like to connect with others on this topic!  We've been using HubSpot for 6 years so can help on that side of things...

    ------------------------------
    Christine Barrett
    Altair
    ------------------------------



  • 8.  RE: Using HubSpot With Dynamics CRM

    Posted Jul 05, 2018 04:48 PM
    We have been using integrations written by LyntonWeb to HubSpot for several years.

    Our difficulties stem from the lack of consistent primary keys.  I think you would have it with any integration between CRM and many cloud solutions. CRM uses GUID for identifying uinique ID of a contact.  HubSpot uses email for identifying unique ID of a contact.  In our database, many contact records can share the same email address (think webmaster@yourdomain or info@yourdomain).  Thus, when something changes in CRM on one of the records it is not necessarily something that should change in HubSpot, and vice versa.
    A real example is Jane and Joe share info@yourdomain.  In HubSpot there is one record, in CRM there are 2 contact records.  Jane wants to opt out of some of your communications, but Joe wants to get them.  Now what do you do?
    If you change an email address in CRM on the contact to an address that is already being used in HubSpot, should it over-write existing data in HubSpot?  Should something else really happen?  You need to consider what the desired response is for these sorts of things.

    I don't have the "right" answer.  We've come up with some business rules to minimize the impact of some of these duplicate contact records in CRM, and we are undergoing an effort to de-dupe the entire database.  I'm sure we're not the only folks who have customers who share email accounts.  It's something you should consider when you define your business rules before you integrate to any outside cloud solution with any integration partner.

    Donna

    ------------------------------
    Donna Liotta
    Manager Business Applications
    National Safety Council
    Itasca IL
    ------------------------------



  • 9.  RE: Using HubSpot With Dynamics CRM

    SILVER CONTRIBUTOR
    Posted Jul 06, 2018 08:45 AM
    My experience with HubSpot <--> CRM integration has largely been negative. Using two systems that need to sync data back and forth can certainly be done well, but it introduces inherent instability and inaccuracies. When these problems are found, you usually have to deal with a vendor to get them fixed and pay a lot of money for custom development/support.

    I've been on both sides of this scenario. I currently deal with a vendor on behalf of a client to fix issues with an integration, and I've also been part of a team with direct control of an integration between CRM and an email marketing system. Neither is fun.

    If you have to use HubSpot, keep the integration as simple as possible. Introducing more complex business needs will give you a major headache. I recommend another solution like ClickDimensions. This simply plugs into CRM and uses the existing CRM database. So instead of two data sources to maintain, you only have one.

    ------------------------------
    Philip Frederick
    Technical Consultant
    TrellisPoint, LLC
    Blue Ash OH
    ------------------------------



  • 10.  RE: Using HubSpot With Dynamics CRM

    SILVER CONTRIBUTOR
    Posted Sep 26, 2018 10:23 AM
    Hi,

    We currently use Hubspot and integrate with CRM using Scribe.  We created our entire Sales process for one of our teams using it and have leads generated based on score.  They go to one of our Lead Nurturing Teams who either disqualify them after research or assign them to Sales Regions for qualifying.

    That being said,  we are also using ClickDimensions.  We are in the process of replacing ADX portal forms used by one of our Divisions with CD forms to generate leads from our websites.

    ------------------------------
    Dana Service
    Senior CRM Business Analyst
    Boral Industries
    Phoenix AZ
    ------------------------------



  • 11.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted May 20, 2020 02:28 AM
    I was really hoping that there would be a connector for Power Automate that could be used for a light weight integration with HubSpot.

    Has anyone tried building a custom connector for Power Automate or tried the KingswaySoft SSIS Integration Toolkit for HubSpot?

    ------------------------------
    BR,
    Niels
    ------------------------------



  • 12.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted Sep 22, 2020 08:17 AM
    I'm just giving this thread a small bump to see if anyone else has progressed with the integration between HubSpot and Dynamics 365/Power Apps.

    There are still no triggers or actions in Power Automate at this point. I have started to investigate if it is possible to use Power Platform Dataflows for the integration. Has anyone tried that?

    ------------------------------
    Niels Lønberg
    Semco Maritime
    ------------------------------



  • 13.  RE: Using HubSpot With Dynamics CRM

    Posted Sep 23, 2020 01:56 AM
    I personally haven't tried this yet, but now that I found them, I might have to play with it. These seem like interesting articles that might be a good start to what your looking for.

    https://powerusers.microsoft.com/t5/General-Power-Automate/Creating-a-Hubspot-Connector/td-p/210915
    https://docs.microsoft.com/en-gb/connectors/custom-connectors/define-postman-collection

    I would imagine building a connector to do basic POST commands might be the most possible with HubSpot. But pulling entire data list might be the hardest part due to HubSpot API requiring page query calls. Atleast that what I remember running into last time i did a deep dive into HubSpot API.

    ------------------------------
    Jefferson Daniel
    Sun Valley Solar Solutions
    ------------------------------



  • 14.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted Sep 23, 2020 02:11 AM
    @Jefferson Daniel creating a custom connector for Power Automate has also crossed my mind. However, I haven't found the time to go down that route yet, as I need to learn that from scratch (I'm not a developer).

    I also found this article by Sam Stephens on how to use the HTTP connector in Power Automate. I did a small 'Hello World' test, and that worked. However, getting it to work on a broader scale might a bit more difficult.

    If it is possible to use Dataflows, that would be great. The Power Query editor and mapping of fields is easy to work with, even for non-developers. However, I'm not sure if it is possible to get access to tables in HubSpot the same way as if you connector a SQL database or something similar.

    I have created a post on the HubSpot community to see if there is any help to get from there as well.

    ------------------------------
    Niels Lønberg
    Semco Maritime
    ------------------------------



  • 15.  RE: Using HubSpot With Dynamics CRM

    GOLD CONTRIBUTOR
    Posted Sep 23, 2020 03:58 AM
    I will be waiting with baited breath to find out how everyone gets on. We have just signed the line with Hubspot and a supporting agency... Keeping it separate from CRM for now whilst we are on premise but when in the cloud this is something I need to integrate...

    ------------------------------
    Jessica Howes
    Microsoft Dynamics Specialist
    Opus
    Reigate
    ------------------------------



  • 16.  RE: Using HubSpot With Dynamics CRM

    SILVER CONTRIBUTOR
    Posted Oct 02, 2020 12:24 PM
    We are at the tail end of a Scribe integration between the two.  With the recent push for PowerPlatform and Automate, I suppose this would have been the perfect opportunity for us to look into those tools, but I didn't find out about the articles Jefferson shared until I saw his post today.

    ------------------------------
    Jonathan Hoffman
    D365 CE Consultant
    Blue Horseshoe
    Carmel IN
    ------------------------------



  • 17.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted Oct 14, 2020 09:40 AM
    @Jonathan Hoffman - I'm curious what data you are integrating between HubSpot and Dynamics? ​

    ------------------------------
    Shawn Hickey
    Burns & McDonnell
    Kansas City MO
    ------------------------------



  • 18.  RE: Using HubSpot With Dynamics CRM

    SILVER CONTRIBUTOR
    Posted Oct 14, 2020 10:47 AM
    Shawn,

    Our marketing team is using Hubspot to manage cold leads and tradeshows, campaigns, and other marketing activities.  Once we get a warm lead, we are pulling in the account, contact, and opportunities to CRM so we have visibility into our pipeline.

    Our website is integrated directly with CRM as a Contact Us is considered a warm lead.

    Jonathan



    ------------------------------
    Jonathan Hoffman
    D365 CE Consultant
    Blue Horseshoe
    Carmel IN
    ------------------------------



  • 19.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted Nov 30, 2020 09:28 AM
    Is anyone using the Contact Timeline Embed to show embedded information about contacts/leads from HubSpot in Dynamics 365?

    When I add a iFrame on a form it just shows a white screen. However, when I test the iFrame in a simple HTML document, like below, it works fine:

    <!DOCTYPE html>
    <html>
    <body>
    <iframe src="https://app.hubspot.com/contact-timeline-embed/<APPID>/embed/contact/<CONTACTID>" width="100%" height="600px">
    </iframe>
    </body>
    </html>​

    I am wondering if Dynamics 365 or HubSpot is blocking the content.

    ------------------------------
    Niels Lønberg
    Digital Sales Specialist
    Semco Maritime
    ------------------------------



  • 20.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted Nov 30, 2020 10:45 AM
    Yes, we plan on doing that exact same thing but haven't started yet.  Don't you need to integrate the contact ID from HubSpot to the Contact record?  Or does the iFrame do that automatically?

    ------------------------------
    Shawn Hickey
    Burns & McDonnell
    Kansas City MO
    ------------------------------



  • 21.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted Nov 30, 2020 01:25 PM
    @Shawn Hickey yes, you need the ContactID from HubSpot to update it dynamically in the iframe.

    However, for testing purposes, I just tried to add an iframe with hardcoded App ID and Contact ID to a form see how it would look.

    For testing purposed I added two iframes. One with a link to hubspot.com and one with a link to the contact timeline for a random contact in HubSpot:

    The iframe linking to hubspot.com works fine. However, the iframe with the contact timeline doesn't load.


    ------------------------------
    Niels Lønberg
    Digital Sales Specialist
    Semco Maritime
    ------------------------------



  • 22.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted Dec 01, 2020 11:43 AM
    @Niels Søgaard Lønberg - gotcha!  How do you plan to integrate the Contact ID from HubSpot to the Contact record in CRM?  We plan on leveraging the HubSpot API through our MuleSoft integration platform. ​​

    ------------------------------
    Shawn Hickey
    Burns & McDonnell
    Kansas City MO
    ------------------------------



  • 23.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted Dec 01, 2020 01:51 PM
    We are using KingswaySoft SSIS Integration Toolkit for the integration with our ERP system. There is also a toolkit for HubSpot included in the version we have, so that seems to be the obvious choice in our case.

    However, I was actually hoping to use Power Automate to get as much flexibility as possible - but there is no connector for HubSpot. I also had a quick look at Dataflows, which is part of the Power Platform and looks very interesting. But again, I don't think there is an easy fix there.

    I have been playing around with HTTP connector in Power Automate (based on this article) and also a custom connectors. I think that could work for a simple integration where it is just about getting the Contact ID to Dynamics 365 (also depending on the sheer number contacts). However, if it gets a bit more complex - e.g. integration of campaigns etc., then I think middleware like MuleSoft or KingswaySoft is the best bet.

    Right now I'm just doing some 'pre-testing' ahead time to see what's possible. I need to find out, what data that needs to flow between the two systems. It might be, that the automation could simply be handled in Hubspot, and then simply just show the embedded content in Dynamics 365.

    I have opened a support case with Microsoft regarding the Contact Timeline Embed issue. I have a feeling that it is being blocked in Dynamics 365.

    ------------------------------
    Niels Lønberg
    Digital Sales Specialist
    Semco Maritime
    ------------------------------



  • 24.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted Dec 02, 2020 03:28 PM
    If I'm understanding this thread correctly, I think this is more of a HubSpot issue/limitation than CRM. I think around Dec 2019, HubSpot changed from having the timeline publicly viewable to having it as a protected resource. You can read more in this post:

    https://community.hubspot.com/t5/APIs-Integrations/Timeline-Embed-with-API-Key/td-p/257365

    We used to show the timeline on the Contact page in CRM, and now we show the entire HubSpot contact page. If a CRM user is also a HubSpot user and is logged into HubSpot in another browser tab, then the page shows fine inside CRM. If they are not logged into HubSpot, they will get a login prompt in the CRM iframe. If the CRM users are not also HubSpot users, then you may need to look deeper at what's being discussed in that HubSpot community post to see if something might work for your use case.

    ------------------------------
    Andy Arndt
    Minitab, Inc.
    State College PA
    ------------------------------



  • 25.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted Dec 03, 2020 01:41 AM
    @Andy Arndt how have you added the iframe to the form Dynamics? Are you using the iframe control or are you using a web resource? 

    I just tried adding the entire HubSpot Contact page in an iframe, using the control above, and it doesn't load as well (and I am logged in to HubSpot in another tab). It only loads the top blue bar of the page.

    I got this answer from Microsoft Support when I reached out to them. I'm just wondering why I can get the iframe to load as expected when I test it on a service like codepen.io.

    Looking at the Fiddler generated by it I can confirm the third party replied with SameOrigin, as we had expected and the Sec-Fetch-Dest has been set to Iframe:

    Capture.PNG

     

    Given the response from the third party endpoint, they return SameOrigin, which behind the scenes means something like this: app.hubspot.com I don't allow my content to be shown outside the domain app.hubspot.com

     

    The RFC explaining this behavior in detail is below:

    https://developer.mozilla.org/en-US/docs/Web/HTTP/Headers/X-Frame-Options

    and also RFC 7034 https://tools.ietf.org/html/rfc7034


    SAMEORIGIN

    The page can only be displayed in a frame on the same origin as the page itself.


    SAMEORIGIN
    A browser receiving content with this header field MUST NOT      display this content in any frame from a page of different origin      than the content itself.       If a browser or plugin cannot reliably determine whether or not      the origin of the content and the frame are the same, this MUST be      treated as "DENY".      

    Please note that current implementations vary on the      interpretation of this criteria.  In some, it only allows a page      to be framed if the origin of the top-level browsing context is      identical to the origin of the content using the X-Frame-Options      directive; in others, it may consider the origin of the framing      page instead.  Also see Section 2.3.2.2 for more details on the      nesting of frames and variations in the handling of this header      field by different browsers.  In addition, refer to Section 4,      paragraph 2 for the resulting potential security problems.

     

    At the moment, the only way to fix this is if the third party wants to switch in IIS that option from their platform to Allow, at least Allow and Allow-From and add your endpoints in there, based on the same RFC, here's the documentation:

     

    ALLOW-FROM  (followed by a serialized-origin [RFC6454])

          A browser receiving content with this header MUST NOT display this

          content in a frame from any page with a top-level browsing context

          of different origin than the specified origin.  While this can

      

    Ross & Gondrom                Informational                     [Page 4]

    RFC 7034                     X-Frame-Options                October 2013

          expose the page to risks by the trusted origin, in some cases, it

          may be necessary to allow the framing by content from other

          domains.



    ------------------------------
    Niels Lønberg
    Digital Sales Specialist
    Semco Maritime
    ------------------------------



  • 26.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted Dec 03, 2020 08:23 AM
    @Niels Søgaard Lønberg It is an iframe. I wish I could give more detail, but this bit of functionality in our implementation was developed by a third party. I can confirm that it is possible to display the HubSpot contact page in an iframe on a Dynamics CE entity form. ​

    ------------------------------
    Andy Arndt
    Minitab, Inc.
    State College PA
    ------------------------------



  • 27.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted Dec 04, 2020 03:46 PM
    @Andy Arndt you are displaying the entire HubSpot contact record as an iFrame within the CRM contact form?  Can you provide a vanilla screenshot for what that looks like?

    ------------------------------
    Shawn Hickey
    Burns & McDonnell
    Kansas City MO
    ------------------------------



  • 28.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted Dec 06, 2020 03:37 PM
    Hi Shawn,

    I don't think I can post a screenshot, there would be too much PII to scrub. Just imagine being on the HubSpot contact page, but seeing it in an iframe in CRM. HubSpot has some more info here about embedding their pages in other systems: https://legacydocs.hubspot.com/docs/methods/contacts/contact-timeline-embed. This is a different link than I previously listed in a post. This article talks specifically about the timeline, but what would be different for the full contact page is the URL. In HubSpot, the contact page URL is https://app.hubspot.com/contacts/portalID/contact/contactid/

    ------------------------------
    Andy Arndt
    Minitab, Inc.
    State College PA
    ------------------------------



  • 29.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted Dec 07, 2020 03:41 AM
    @Andy Arndt The answer that I keep getting from Microsoft Support is, as longed as the X-Frame-Options is set to SAMEORIGIN from Hubspot, then we will never be able to show the content in an iframe as it is blocked.

    But if it works for you, that answer makes no sense to me. I will try to reach out to HubSpot support then.

    Capture.PNG ​​
    @Shawn Hickey I would be very interested in knowing, if you are able to display an iframe in your system - either the contact timeline or the entire contact profile page. ​

    ------------------------------
    Niels Lønberg
    Digital Sales Specialist
    Semco Maritime
    ------------------------------



  • 30.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    Posted Dec 07, 2020 08:34 AM
    A colleague of mine worked with HubSpot support around the time that Chrome implemented default behavior for SameSite cookies. I'll try to get more detail but I think HubSpot must have had to change something on their end (for all customers not just us). This thread is talking about a couple of things that might be key to getting it to work, although it was from a few years ago before the SameSite changes that Chrome rolled out. https://community.hubspot.com/t5/APIs-Integrations/HubSpot-integration-with-Dynamics-CRM/td-p/233111

    The original poster shows adding "embed-beta" to the end of the HubSpot page URL and there is info about user permissions in HubSpot.

    As far as I can tell, for this to work you need to have the following:

    1. An iframe in CRM that you can set the source to a HS page (w3schools has info about the setSrc js function)
    2. Permissions set correctly in HubSpot for the user
    3. The iframe should have "restrict cross-site scripting" checkbox unchecked
    4. You may need to add "embed-beta" to the end of the HS page URL

    Because I didn't write the original code for this, I can't post code snippets or screen shots for the end to end implementation. However, there doesn't appear to be any proprietary stuff going on, just standard web development.

    More info about SameSite cookies: https://web.dev/samesite-cookies-explained/

    ------------------------------
    Andy Arndt
    Minitab, Inc.
    State College PA
    ------------------------------