topic Re: Contact Owner Sync Microsoft Dynamics Integration in APIs & Integrations

Contact Owner Sync Microsoft Dynamics Integration

Anonymous — Thu, 16 Sep 2021 05:57:02 GMT

Hi there

We have connected the Microfoft Dynamics via Operations Hub and Data Sync for one of our customers. Is there any possibbility to sync the contact owner? In the field mapping I see the HubSpot contact owner in the dropdown, but I don't get the Dynamics Owner to map. HubSpot Support told me it seems to be blocked in Dynamics, but there is nocthing blocked. In the reviews of the integration, I saw, I'm not the only one, missing that. In my opinion, that's a basic function that is highly necessary.

Any experiences, ideas, workarounds that could be of use?

Thanks for your feedback

Best,

Jaqueline

Re: Contact Owner Sync Microsoft Dynamics Integration

dennisedson — Thu, 16 Sep 2021 15:46:01 GMT

@johnelmer , here's hoping you have an answer 🙏

Re: Contact Owner Sync Microsoft Dynamics Integration

johnelmer — Thu, 16 Sep 2021 16:06:04 GMT

@dennisedson No, sorry, perhaps the @lynton team can shed some light.

Re: Contact Owner Sync Microsoft Dynamics Integration

lynton — Thu, 16 Sep 2021 16:17:00 GMT

Hi @Anonymous , my understanding is that owners, dropdowns, and some other field types are not supported in Ops Hub Data Sync. I'm not privy to the HubSpot roadmap, if or when this will be supported.

We offer a turn-key Dynamics integration at SyncSmart.io: https://www.syncsmart.io/integrations/dynamics-hubspot-integration. Message me or click through on the website if you'd like to talk to us about a paid Dynamics integration with more field/object mapping capabilities.

Re: Contact Owner Sync Microsoft Dynamics Integration

WinnieHien — Tue, 17 Jan 2023 20:15:32 GMT

Owner sync is now available in Data Sync for Microsoft Dynamics, as well as over 50 other Data Sync applications. More on that below!

[Live] Owners will now sync in data sync apps

Owner Sync Field Mapping in Data Sync

What is it?

We're adding a new default mapping to several data sync apps to allow keeping record owners in sync. Data sync is the native way of syncing HubSpot with your third-party apps.

Why does it matter?

Several objects in the HubSpot CRM can be assigned to what HubSpot calls an owner. An owner is an actual user of your HubSpot account who acts as the sales representative, customer success manager, or account manager, however, you want to call those users.

How does it work?

To check out the new owner field mapping, click the gear icon in the top navigation bar and go to "Settings". On the Settings sidebar go to "Integrations" > "Connected Apps". Next, click on the third-party data sync app of your choice. A feature flag announces the field mapping is available. You'll find the new field mapping on the first tab.

Field Mapping Tab (Pipedrive example)

The following objects will get an Owner mapping:

Company -> Company owner
Contact -> Contact owner
Deal -> Deal owner

For instance, imagine the account Biglytics being owned by colleague Brian in HubSpot. Thanks to owner sync, now we will not only sync Biglytics core properties like address, but it will also check if Brian is a user in the other app(s) it is kept in sync with. If that's the case, Brian will be assigned that record in the other app too.

Data sync will check if Brian is a user in the other app based on the email address, and what's even more, the system will proactively keep checking on new colleagues being added in the user databases, so it works really well for growing teams too.

Custom user fields support

As an added bonus, we’re also making it possible in certain apps to map HubSpot Custom user lookup fields. For instance, when there’s an AE owner and an SDR owner defined in the other app, you can map both with HubSpot.

Who gets it?

Owners is a part of the default mapping for around 50 data sync apps, and it is being gradually rolled out over these apps in the next few days. Operations Hub Starter is not required to use this feature.

Re: Contact Owner Sync Microsoft Dynamics Integration

A_ERPBridge — Mon, 07 Aug 2023 08:53:46 GMT

We have done several integrations between Dynamics and HubSpot. And we able to sync "only" objects, such as:

- Contacts
- Companies
- Tickets
- Deal
- Line items/Products,
- Custom Objects
- All properties and custome properties.

Sorry to give you bad news. That's what's available at the moment.

Best,

Re: Contact Owner Sync Microsoft Dynamics Integration

A_ERPBridge — Mon, 07 Aug 2023 09:09:21 GMT

We have done several integrations between Dynamics and HubSpot. And we able to sync "only" objects, such as:

- Contacts
- Companies
- Quotes
- Tickets
- Deal
- Line items/Products,
- Custom Objects
- All properties and custome properties.

Sorry to give you bad news. That's what's available at the moment.

Best,

Re: Contact Owner Sync Microsoft Dynamics Integration

A_ERPBridge — Mon, 07 Aug 2023 08:55:25 GMT

Re: Contact Owner Sync Microsoft Dynamics Integration

MarkS_TLG — Mon, 06 Nov 2023 20:11:43 GMT

How would you suggest triggering a workflow based on the Company Owner changing in Dynamics and subsequently synched to HubSpot. Stated another way, is there a workflow trigger that can be run based on the Company Owner changing in HubSpot.