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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.

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    Gary Baron
    Director Information Technology
    Rochester Midland
    Rochester NY
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 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.

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

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 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,


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

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 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.


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

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 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

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

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 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?

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

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 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...

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    Christine Barrett
    Altair
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 8.  RE: Using HubSpot With Dynamics CRM

    TOP CONTRIBUTOR
    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

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    Donna Liotta
    Manager Business Applications
    National Safety Council
    Itasca IL
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 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.

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

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 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.

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

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 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?

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

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 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?

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

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 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.

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    Jefferson Daniel
    Sun Valley Solar Solutions
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 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.

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

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 15.  RE: Using HubSpot With Dynamics CRM

    SILVER 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...

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

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 16.  RE: Using HubSpot With Dynamics CRM

    SILVER CONTRIBUTOR
    Posted 27 days ago
    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.

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

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 17.  RE: Using HubSpot With Dynamics CRM

    GOLD CONTRIBUTOR
    Posted 16 days ago
    @Jonathan Hoffman - I'm curious what data you are integrating between HubSpot and Dynamics? ​

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

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 18.  RE: Using HubSpot With Dynamics CRM

    SILVER CONTRIBUTOR
    Posted 16 days ago
    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



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

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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