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HubSpot Integration with Dynamics CRM

  • 1.  HubSpot Integration with Dynamics CRM

    GOLD CONTRIBUTOR
    Posted Sep 22, 2020 10:18 PM
    Is anybody using HubSpot as your Marketing Automation platform?  If so, have you integrated it with Dynamics CRM to bring the activity stream for a HubSpot contact into the corresponding contact within CRM?

    I realize there are a variety of integration tools available to accomplish this but we are looking to leverage our MuleSoft integration platform to perform this integration in-house.

    Any insight is appreciated.

    ------------------------------
    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


  • 2.  RE: HubSpot Integration with Dynamics CRM

    Posted Sep 23, 2020 01:45 AM
    Its always cool to hear about other integration tools people use. I've never heard of MuleSoft, but looking at there highlights it appears connecting directly to HubSpot going to be pretty hard because I don't see a listed HubSpot as one of there connectors.

    We currently use Tibco Cloud Connect to integrate HubSpot and Dynamics 365. You can pull "Calls, Company, Contact, ContactList, Deal, Email, Campaign, EmailEvents, Meeting, Notes and a few others rather easily with the out of the box connector. We tried other tools like CData which worked but had some bugs, they do have connectors to MuleSoft, CRM and HubSpot if you need to get HubSpot data to your other integrations.

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

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


  • 3.  RE: HubSpot Integration with Dynamics CRM

    GOLD CONTRIBUTOR
    Posted Sep 23, 2020 08:49 AM
    @Jefferson Daniel - MuleSoft is our integration platform that allows us to build our own APIs to more easily integrate different systems.  We use it enterprise wide for more than just CRM.  It's actually a Salesforce product (they acquired it) and it works great.

    What specifically are you integrating between HubSpot and CRM?  For our phase 1 we just want to push the activity stream for each HubSpot contact into the corresponding Contact record within CRM so our Business Development teams can have visibility to these activities within CRM.  Currently our Marketing team has to manually pull this data out of HubSpot and send it over to our Business Development teams, which is not very efficient.​

    ------------------------------
    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


  • 4.  RE: HubSpot Integration with Dynamics CRM

    Posted Sep 23, 2020 01:46 PM
    We integrated a few different things.

    HubSpot Contacts that make a certain list go to Dynamics Leads and then we use it to replicate data back into HubSpot. Taking Leads, Opportunity, Projects and mapping it all together as a single Deals. Then the Deals being mapped to each contact. We found that Tibco was the only solution that could handle the advance logic of related entities and lookup tables with Dynamics 365. We overall have been through 4 different HubSpot integration tools, and Tibco was so far the best one and continues to be the most stable. Zapier, CData (RSSBus), LyntonWeb and Bedrock were all not enough.

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

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


  • 5.  RE: HubSpot Integration with Dynamics CRM

    SILVER CONTRIBUTOR
    Posted Sep 23, 2020 03:44 AM
    Hi Shawn,

    We have just signed the line with HubSpot and a supporting agency. Can I ask is your CRM on premise or cloud? Currently we are on premise and are looking to keep HubSpot independent of CRM as we are planning to be in the cloud within the next 12 months. No point building an integration when it will soon become redundant.

    It is my understanding that once in the cloud it is 'easy' to integrate. I wander if I will still need to find applications such as MuleSoft or Tibco to get the systems to talk to each other?

    ------------------------------
    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


  • 6.  RE: HubSpot Integration with Dynamics CRM

    GOLD CONTRIBUTOR
    Posted Sep 23, 2020 08:53 AM
    @Jessica Howes - we are using Dynamics Online, the latest version.  It makes sense that you would want to wait until you get moved over to the online version of Dynamics before you perform your integration.

    The HubSpot APIs appear to be very robust and there are a lot of "low-code" integration platforms that claim to easily integrate the two systems - Zapier, Scribe, Bedrock, etc.  Since we already have MuleSoft as our integration platform that is used for connecting data between all of our internal systems, we will be using that.  Our integration strategy is to stay away from purchasing a new integration platform for every interface.  ​

    ------------------------------
    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


  • 7.  RE: HubSpot Integration with Dynamics CRM

    SILVER CONTRIBUTOR
    Posted Sep 23, 2020 02:03 PM
    We use Tibco Scribe as well for our integrations.  However,  I have been steadily getting them to use ClickDimensions for their news letters and other communication and we are trying to ween them off so we can save on both the HubSpot and Scribe subscriptions.  We much prefer ClickDimensions functionality over HubSpot.

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    Dana Service
    E-Commerce and CRM Supervisor
    Boral Industries
    Phoenix AZ
    ------------------------------

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


  • 8.  RE: HubSpot Integration with Dynamics CRM

    D365UG/CRMUG ALL STAR
    Posted Sep 24, 2020 11:59 AM
    ME TOO! I absolutely prefer working with ClickDimensions over Hubspot (sorry Hubspot).

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    Heidi Neuhauser
    Director, CRM Projects
    Reenhanced
    Green Lane PA
    ------------------------------

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


  • 9.  RE: HubSpot Integration with Dynamics CRM

    TOP CONTRIBUTOR
    Posted Sep 23, 2020 11:47 PM
    Hi Shawn,

    What a coincidence. Just started our project. We are experiencing more web traffic that is brought into HubSpot to nurture. Currently, it is manually being assigned to by one person to qualify. We will be integrating three use cases: New and updated HubSpot Contacts into CRM Leads. New and updated CRM Leads into HubSpot Contacts. New and updated CRM Accounts into HubSpot Companies.

    We use Scribe (Tibco) for our other CRM integrations and will continue with this tool for HubSpot. Tibco just recently released an app (previously know as a Scribe package) to cover my first use case, so that will save some time.

    Let me know if you have any questions. You can message me in the UG if you like or keep it going here.

    ------------------------------
    Mark Suchman
    Sr Mgr CRM & Data Analytics
    Ascend Performance Materials
    TX CO
    ------------------------------

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


  • 10.  RE: HubSpot Integration with Dynamics CRM

    SILVER CONTRIBUTOR
    Posted Sep 24, 2020 03:49 AM
    I have previously used a very old version of Scribe to move information between CRM and the company's LOB system. From my trial use of Cloud Scribe, like many things in the cloud, I felt it is much easier to use and the requirement for knowledge of coding is less. It's more WISYWIG style.
    Perhaps Scribe will be my first port of call when we look to integrate in the new year post Dynamics Cloud completion as I have some familiarity with the ancient Scribe, and a little bit with the new too.

    I will keep this thread saved so that when the time comes I can start asking questions again.

    ------------------------------
    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


  • 11.  RE: HubSpot Integration with Dynamics CRM

    D365UG/CRMUG ALL STAR
    Posted Sep 24, 2020 11:57 AM
    Several years ago, before I was on the partner side, the company I worked for connected Hubspot Marketing to CRM 2015 (the platform we were on at the time) using Scribe (Tibco). I am not directly familiar with MuleSoft and clearly my hands-on experience is a few years dated, but it was an absolute HEADACHE to get anything from Hubspot into CRM 2015. It became a very frustrating part of my job as a System Admin. I hope the process has improved since then for you!

    ------------------------------
    Heidi Neuhauser
    Director, CRM Projects
    Reenhanced
    Green Lane PA
    ------------------------------

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


  • 12.  RE: HubSpot Integration with Dynamics CRM

    SILVER CONTRIBUTOR
    Posted Sep 25, 2020 10:40 AM
    I've used several versions of TIBCO Scribe, in the cloud and not - it's a great product, but windows updates really killed it sometimes and some of the upgrades were painful.  In the last year I've changed everything to use Dataflow, right within Microsoft.  There are many built-in connectors, and you have the option to build a custom connector if one isn't already available.  You can manipulate the data using a PowerQuery-like interface before sending it to your system, so it's very flexible.  Not sure if this is a viable option for you, but thought  I would throw it out there.

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    Terry Letkeman
    Bespoke Technology Services
    Winnipeg
    ------------------------------

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


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