topic Re: Integrate Microsoft Dynamics opportunities with HubSpot in Marketing Integrations

Integrate Microsoft Dynamics opportunities with HubSpot

TimoF — Wed, 20 Sep 2023 13:15:05 GMT

Hi all,

we want to use Marketing Hub in combination with Microsoft Dynamics as a CRM.
Lead is nurtured via HubSpot and when qualified, it is written into Dynamics: so far so good, Sales takes over.

However, now I want Dynamics to play back to me in HubSpot what has become of an opportunity (lost/won) so that the contact is subsequently classified correctly.

We use the standard Dynamics interface from the Marketplace. Everything works except the deal sync. All opportunities are always ordered in "excluded".

I would be super grateful if anyone has any ideas for this.

A thousand thanks in advance and best regards from Germany
Timo

Re: Integrate Microsoft Dynamics opportunities with HubSpot

DianaGomez — Wed, 20 Sep 2023 19:58:53 GMT

Hi @TimoF,

Thank you for your inquiry.

I'd like to involve some of our experts in the conversation to review whether they have any suggestions for you or if they have encountered a similar case in their experience and how they resolved it.

Hi @jolle, @Crystal_Hopper, @coldrickjack . Do any of you happen to have any suggestions for @TimoF ?

Thank you all for your contributions.

Best regards,

Diana

Re: Integrate Microsoft Dynamics opportunities with HubSpot

TimoF — Thu, 21 Sep 2023 06:04:10 GMT

Thank you so much Diana!