Microsoft Dynamics ↔ HubSpot Integration

Home • Agent Registry • Results • Roadmap • Campaign & Commercial Projects • Leadership & Strategy • How to Build MOCC • HubSpot Expert in South Wales

---

Category: Platform Implementation Context: Drove the HubSpot side of a business-wide integration ensuring marketing data integrity and sales alignment. Employer: Veriforce Featured: No Result: 40% reduction in lead-to-sales handover time Year: 2024

Overview

A business-wide Microsoft Dynamics ↔ HubSpot integration at Veriforce (2024).

What syncs

• Contact, account/company, lead and opportunity/deal data
• A subset of fields and properties that are vital for marketing segmentation and reporting
• Leads sync to a custom HubSpot object, which gives full control over how they are handled

Activity and sales events

• HubSpot activity events, such as page views and form fills, sync across so sales can see all of a contact’s marketing activity
• Sales events sync to HubSpot, so marketing can segment on contact rates and pull personalisation from within sales communications

My role

Drove the HubSpot side of the integration, ensuring marketing data integrity and sales alignment.

Result

Average lead-to-sales handover time cut from 7 days to 4, a reduction of over 40%