HubSpot Data Sync with Dynamics Needs to Sync with Drop Down, Radio Select, and Checkbox Properties

[EMeyer]

When using the HubSpot Data Sync Integration with Dynamics there is a limitation of being unable to sync/map with properties that have drop-down, radio select, and checkbox properties.

We have Marketing Hub Professional and even added Operations Hub so we could create custom field mapping, but it is limited in the property types it can map to.

Because there are properties that I cannot sync within HubSpot, I must manually go into Dynamics and pull and upload into HubSpot. I'd like HubSpot to implement the custom field mapping of drop-down, radio select, and checkbox properties with Dynamics so I can create all lists within HubSpot.

[EMeyer]

Hi, no updates yet. The state as described in the loom continues to be the same. The HubSpot Product team is working on the problem but it's not trivial. 

When there is a update / big release, I think you'll hear from Frans Leys who created that loom. I'm not aware of workarounds at the moment for look-up / reference fields outside of a custom integration via the APIs. 

Frans is active in this thread here: https://community.hubspot.com/t5/9881-Operations-Hub/Not-able-to-sync-Custom-Prop-with-Pipedrive-Ops-Hub-Starter/m-p/524072

(Says Pipedrive, but the logic is the same). 

[EMeyer]

Hi @RKruijntjens, the feature I mentioned went live in April. Here's the link to the product update. 

To understand what's possible and what's not, I highly recommend watching this loom. 

[EMeyer]

HUGE RELEASE! Dropdown sync LITE is now live for Dynamics. We’re collecting feedback now, with a bigger announcement planned in a couple of weeks.

If you want to learn more about the feature and how to set-up two-way sync, check out this FAQ doc. 

Send any feedback you have our way! DMs or comments on this thread are welcome. 

[EMeyer]

Hi @JensJJ . We're still working on drop down sync as a top priority. No other updates just yet, but don't worry. We hear you loud and clear on the need. 🙂 

[EMeyer]

Hi all, I’m Winnie the Product Manager for the Microsoft Dynamics integration. 

The sync platform team is actively looking into Drop Down Select Sync for Dynamics, and the many other integrations built on Data Sync including NetSuite, Pipedrive, Zoho CRM, SugarCRM, etc. This is a top requested feature and a priority for the team. 

Owner Sync was a precursor to tackling this, and that went live late last year. 

@FransLeys, has been getting pings about Drop Down select sync on this thread, and has been responding if you want to follow along for updates. 

[JensJJ]

Hi. I'm commenting to get updates regarding the drop down field sync from Dynamics to HS. Any updates on that? 🙂 

[WinnieHien]

Hi @JensJJ . We're still working on drop down sync as a top priority. No other updates just yet, but don't worry. We hear you loud and clear on the need. 🙂 

[JSRussell]

@WinnieHienthanks for the updates on this! We would also love to have the capability to sync those data points with our integrations. I'll be keeping an eye on this thread. Looking forward to when this is available!

[WinnieHien]

HUGE RELEASE! Dropdown sync LITE is now live for Dynamics. We’re collecting feedback now, with a bigger announcement planned in a couple of weeks.

If you want to learn more about the feature and how to set-up two-way sync, check out this FAQ doc. 

Send any feedback you have our way! DMs or comments on this thread are welcome. 

[RKruijntjens]

@WinnieHien any updates on this new release?

[WinnieHien]

Hi @RKruijntjens, the feature I mentioned went live in April. Here's the link to the product update. 

To understand what's possible and what's not, I highly recommend watching this loom. 

[RKruijntjens]

@WinnieHien Thanks for the loom. At the moment it isn't supported that we can sync lookup fields from dynamics to hubspot. When is that planned? I just need  it to be there as text

[PKemps]

An upvote for this one.

In the Loom video i see two not supported issues:

- Lookup fields resembling dropdowns

- Default, non custom, dropdowns with custom values

Both are needed in an integration between HubSpot and Dynamics i'm working on. Is there already a live date in the roadmap? Has someone good workarounds? 

Otherwise i'm afraid we have to go for a custom api-connection.

@WinnieHien maybe you can help me

[WinnieHien]

Hi, no updates yet. The state as described in the loom continues to be the same. The HubSpot Product team is working on the problem but it's not trivial. 

When there is a update / big release, I think you'll hear from Frans Leys who created that loom. I'm not aware of workarounds at the moment for look-up / reference fields outside of a custom integration via the APIs. 

Frans is active in this thread here: https://community.hubspot.com/t5/9881-Operations-Hub/Not-able-to-sync-Custom-Prop-with-Pipedrive-Ops...

(Says Pipedrive, but the logic is the same).