Jan 25, 2023 4:15 PM
Hi everyone, our team is looking for an effective integration tool to help sync our Contact and Company records from HubSpot to Microsoft Dynamics. We've tried the native integration app within HubSpot, however, it's extremely basic. We cannot sync data to Lookup or Search fields within Dynamics, such as a Country field. Also, since the sync uses Company Name to map, we saw many duplicate creations, since the names do not always match up in both systems.
Wondering what other folks are using to solve similar issues. Thank you in advance!
Jan 25, 2023 4:45 PM
I did not use it but Zapier can be one-way https://zapier.com/apps/hubspot/integrations/microsoft-dynamics-crm .
If you are not already using it, they have a trial period so you can test and see if that solves your problem.
Jan 27, 2023 7:09 AM
Hello, thank you for your reply! Heard of Zapier many times, we'll try it out, thanks again! 🙂