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,
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Jim Corriveau
A.W. Chesterton Company
Groveland MA
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Original Message:
Sent: 06-29-2018 09:21 AM
From: Wayne Walton
Subject: Using HubSpot With Dynamics CRM
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.
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Wayne Walton
CRM Practice Lead
eBECS Limited
Atlanta GA
Original Message:
Sent: 06-29-2018 08:14 AM
From: Gary Baron
Subject: Using HubSpot With Dynamics CRM
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.
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Gary Baron
Director Information Technology
Rochester Midland
Rochester NY
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