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I had a query regarding HubSpot & MSD 365 integration. I wanted to know if HS<>MSD365 integration syncs opportunity data. I did look through the product doc on this. But it points to only the following:
Select theobjectyou want to sync between HubSpot and Microsoft Dynamics 365. You can syncAccounts,ContactsorLeadsfrom Microsoft Dynamics 365.
Account: a Microsoft Dynamics 365 account stores data about companies you do business with.
Contact: a Microsoft Dynamics 365 contact is someone you currently do business with or have done business with in the past.
Lead: a Microsoft Dynamics 365 lead is a business prospect that you have not yet qualified through your sales process.
There's no mention of opportunity and deal sync. Has anyone else previously integrated these two platforms? And were they able to sync MSD 365 opps info in Hubspot?
août 24, 20228:46 AM - modifié août 24, 20228:51 AM
Guide
MSD 365 Integration
Résolue
Hi Sai,
One limitation that I've found with Operations Hub is the inability to create a two way sync between dropdown fields in the respective system. One solution I've used in the past was to create a single line text field in HubSpot which I could then map the data to from Dynamics (see below):
However, one issue with this is the data can't sync back if it changes, it's one way from Dynamics to HubSpot.. So you'd need to create a single line text field in dynamics and create automation to update the actual dropdown properties. It's not ideal and by no means a perfect solution but it works. See below:
If you are using the data sync connector (Operations Hub Free/Starter) you can sync opportunity data. If you are use the free version you can only sync default fields. If you are the starter version you can create custom mappings however be mindful of some of the limitations.
août 24, 20228:46 AM - modifié août 24, 20228:51 AM
Guide
MSD 365 Integration
Résolue
Hi Sai,
One limitation that I've found with Operations Hub is the inability to create a two way sync between dropdown fields in the respective system. One solution I've used in the past was to create a single line text field in HubSpot which I could then map the data to from Dynamics (see below):
However, one issue with this is the data can't sync back if it changes, it's one way from Dynamics to HubSpot.. So you'd need to create a single line text field in dynamics and create automation to update the actual dropdown properties. It's not ideal and by no means a perfect solution but it works. See below: