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?
Have you gotten an answer to this post? I'd also be interested in understanding the possibilities. I'd be interested in this as I could sync a static list in HS to Microsoft Dynamics CRM of webinar attendees to MSD, registrations from an event and lists to that effect.
What you could do in HubSpot is use a workflow to "tag" contacts in the static list with a custom property.
When those contacts sync over to Dynamics as leads or contacts, you could use that "tag/custom property" as a criteria for rebuilding your list in Dynamics.
(If you are using HubSpot for webinar / event registration, we do have a Marketing Events object and HubSpot-built integrations that sync webinars from a handful of 3rd party apps to HubSpot.)
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.
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?
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?
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial
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?