Friday, July 19, 2024

Connecting HubSpot with Microsoft Dynamics via Data Integration Tools – Insights Success

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Both HubSpot and Microsoft Dynamics 365 are popular and effective tools in the market. They are used by different teams and help to resolve multiple tasks in various business areas. Anyway, there are some differences between these services as each of them provides distinctive functionality. So, HubSpot Dynamics integration might be a great solution for businesses aiming to upgrade their customer relationship management and customer care level.

What Is HubSpot?

HubSpot is an innovative CRM system that suits best marketing teams, salespeople, operations departments, and customer service teams. Practically any company regardless of its size and industry of operation can use this tool. In fact, HubSpot is one of the most popular CRM systems in the world.

The key features of HubSpot are:

  • Marketing automation allows professionals to streamline manual and repetitive tasks.
  • Customer experience boost as HubSpot determines the preferred communication channels for each consumer. Marketers can build more trust and engagement with the audience based on this information.
  • Sales funnel analysis provides deep insights into prospects.

What is Microsoft Dynamics?

Microsoft Dynamics 365 is a set of tools aimed to help organizations with different areas of business. It contains solutions for finance, customer service, sales, and supply chain management.

The key features of Microsoft Dynamics 365 are:

  • Marketing campaign management, starting from the design stage to ongoing tracking.
  • Customer engagement level improvement based on the clickstream and social media interactions data.
  • Sales funnel optimization thanks to the comprehensive analysis of sales activities.

Typical Use Cases for Dynamics Integration with HubSpot

  1. Aligning Sales and Marketing Activities

The integration of these two tools ensures that both sales and marketing teams have access to the most recent and relevant data. Modern data integration tools allow users to transfer data from one system to another on a schedule or create automated workflows that trigger actions in one system based on the activities in another.

  1. Sales Pipeline Visibility

Send data from HubSpot to Dynamics to provide real-time updates on lead status and marketing interactions to sales teams. This can considerably improve the visibility and management of the sales pipelines.

  1. Advanced Reporting and Analysis

Combining marketing data from HubSpot with sales data from Dynamics makes it possible to create comprehensive reports with an overview of the customer journey from lead generation to sales conversion. Also, such data fusion helps to analyze marketing campaigns and sales activities, including the most critical KPIs.

  1. Ensuring Data Privacy

The integration process helps businesses comply with data privacy regulations by maintaining consistent data management practices across both systems. By synching customer preference data from HubSpot to Dynamics, it’s easy to check whether marketing activities comply with legal requirements.

  1. CRM Migration

Sometimes, companies decide to switch from one CRM to another for some reason. In such cases, a complete migration of CRM data takes place.

Benefits of Dynamics HubSpot Integration

Connecting Dynamics with HubSpot is advantageous for businesses. Here are common benefits companies experience from this integration:

  • Helicopter view of the audience: Large datasets from both tools generate enormous value when combined together. It results in a better understanding of customer preferences and reactions to new products, determining customer lifecycle, and calculating other metrics reflecting the audience behavior.
  • Personalization: Having all the details about each customer helps companies develop personalized approaches. Thus, marketers would better understand which products to promote, which communication channel to choose, and so on.
  • Two-way data synchronization: There are various integration scenarios, and one of them is bi-directional data synchronization. It might be particularly useful for aligning marketing and sales activities, supplying both departments with the same data.
  • Budget planning: Based on the detailed analysis of marketing and sales activities in tandem, it’s possible to discover the most effective ad channels and strategies. Such information is helpful for planning future marketing campaigns and allocating budget for those marketing activities that have the highest ROI.

How to Connect HubSpot to Microsoft Dynamics

There is a native method to connect HubSpot and Dynamics, though it imposes plenty of limits on data load and integration operations. Instead, consider third-party data integration tools with fewer restrictions and wide functionality.

Skyvia is among such data integration tools capable of building ETL and ELT pipelines. It allows you to extract data from HubSpot, make desired transformations over it, and load it in Microsoft Dynamics. The same thing can be done with the Dynamics as a source. Otherwise, you may select the bi-directional synchronization scenario, but one of the systems needs to be empty and all the data is copied on the first run, which might result in many duplicate records.

Using Skyvia for HubSpot and Dynamics integration is convenient because:

  • The tool has a friendly UI with no coding requirements.
  • The service is web-based, so it can be accessed via any web browser.
  • There are many pre-built connectors, including Microsoft Dynamics and HubSpot, that can be set up in less than 2 minutes.
  • There are many advanced features for carrying out complex transformations and compound data integration scenarios.

To integrate HubSpot and Dynamics with Skyvia, proceed as follows:

  1. Set up connectors. Go to +CreateNew in the main menu and select Connection. Pick up HubSpot and indicate your credentials to grant Skyvia access to data. Repeat the same for the Dynamics connector.
  2. Set up an integration scenario. Go to +CreateNew in the main menu and select Import. Specify the source from where the data needs to be ingested and the target. Create the task for integration by selecting objects and configuring the mapping settings. Save the task, set up recurring data transfer if needed, and start the integration process.

Summary

Integrating HubSpot with Dynamics might be necessary when there is a need to migrate CRM data, align sales and marketing processes, improve sales pipeline visibility and analysis, address data privacy, and so on. Connecting these tools together helps businesses develop a 360-degree view of the audience, create personalized campaigns, and improve budget planning. Skyvia helps to connect HubSpot and Dynamics together, and seamlessly integrate data on a schedule.

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