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GWalsh
Colaborador

Best Practices - List Syncing

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? 

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9 Respuestas 9
Bjorn-Ramboll
Participante

Best Practices - List Syncing

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. 

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WinnieHien
Equipo de producto de HubSpot
Equipo de producto de HubSpot

Best Practices - List Syncing

Hi Bjorn, 


I responded in another post about Dynamics to HubSpot, but the same is true of the reverse direction. 

The Microsoft Dynamics 365 integration, doesn't have a list sync at the moment. 

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.)

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Bjorn-Ramboll
Participante

Best Practices - List Syncing

Hi Winnie, thanks for the reply! 

I see, I'll remember that for when I do sync over contacts form our physical events or webinars .

 

Is HS looking at any point looking to build the functionality to sync lists? 

 

Thanks! 

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WinnieHien
Equipo de producto de HubSpot
Equipo de producto de HubSpot

Best Practices - List Syncing

Have we thought about list sync? Absolutely. It's come up a handful of times from customers. 

 

Is this on the near-term roadmap, no. We've heard other customer problems come up more often. 

 

Now, if we continue to see a lot of upvotes on this thread and folks add their use cases and why it's important, that could change. 🙂  

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GWalsh
Colaborador

Best Practices - List Syncing

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. 

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WinnieHien
Equipo de producto de HubSpot
Equipo de producto de HubSpot

Best Practices - List Syncing

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
Líder intelectual | Partner nivel Platinum
Líder intelectual | Partner nivel Platinum

Best Practices - List Syncing

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 Conlsultant | Solutions Engineer | Community Champion
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kvlschaefer
Administrador de la comunidad
Administrador de la comunidad

Best Practices - List Syncing

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


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FransLeys
Equipo de producto de HubSpot
Equipo de producto de HubSpot

Best Practices - List Syncing

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?