Best Practices - List Syncing

[GWalsh]

Does anyone have any tips/tricks around list syncing between Dynamics CRM and HubSpot? Would rather not create custom variables for every list we are trying to bring over. Is the only option manual upload? 

[GWalsh]

Thanks all – we currently are upgrading our CRM from on-prem, where we have built out the integration with LyntonWeb and are moving to a cloud integration This was a research question to understand what capabilities are out there to sync static or dynamic lists from our CRM to HubSpot. 

[WinnieHien]

We don't have a "sync List A in Dynamics to List in HubSpot" where you'll automatically have a static or dynamic list created. 

What you could do is "tag" the contacts in a list and use that as a criteria for rebuilding your list in either system. 

What's the use case for needing lists transferred between systems? Are you taking segmentation in Dynamics and using it for marketing campaigns in HubSpot? 

[TomM2]

Hey @GWalsh this really is down to how you're currently syncing dyanmics with HubSpot. Are you using a pre-built integration? From looking at the HubSpot built one it looks like this just syncs objects and not lists, so a contact would sync to a contact, a company to an account etc. I don't see specific list syncs outlined here. 
Are you using this integration or is it a third party one or a custom integration? 

[kvlschaefer]

Hi @GWalsh,

Thank you for reaching out to the Community!

I wanted to invite our subject matter experts to this conversation.

Hi @FransLeys, @WinnieHien, @FCorbaci - Would you happen to have any best practices or tips for @GWalsh? Thank you!

Best,

Kristen

[FransLeys]

Like asked earlier in the thread - would need more information on current
sync tech being used.. as well as what is meant by 'lists' in this
particular context. HubSpot Lists? Active/Static? Dynamics?