Integrate Microsoft Dynamics opportunities with HubSpot

TimoF · ‎Sep 20, 2023

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

TimoF · ‎Sep 21, 2023

Thank you so much Diana!

DianaGomez · ‎Sep 20, 2023

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

¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !

Marketing Integrations