Manufacturing
As part of a CRM upgrade, this manufacturing company implemented a new Microsoft Dynamics 365 instance, but they needed a way to bring their HubSpot marketing data along with them. Without a connection between the two systems, the marketing and sales teams operated in silos. They faced several challenges:
- No visibility into marketing-qualified leads (MQLs) for the sales team
- No way for sales to update lead status or provide feedback
- Disconnected data made ROI reporting on marketing campaigns nearly impossible
- Marketing and sales strategies were difficult to align
They needed a flexible solution that could handle custom fields and evolve with changing campaign and reporting needs.
Solution
They implemented SymphonySync™, a purpose-built integration tool that connects HubSpot and Dynamics 365.
With SymphonySync in place, the sales team now has full visibility into lead engagement data from HubSpot directly within CRM. They can also update MQL statuses, giving marketing real-time insights into what’s converting.
On the marketing side, the integration has made campaign ROI measurable for the first time. Activity summaries, campaign reporting, and lead tracking are now unified across systems, enabling better decision-making and collaboration.
Results
- HubSpot and Dynamics 365 data are fully integrated
- Sales has instant access to marketing activity and lead insights
- Marketing gets real-time feedback from sales via lead status updates
- Campaign ROI is now visible and measurable
- The integration supports custom fields and evolving business needs
Quote
“SymphonySync is exactly what we needed. It’s simple and flexible, handles custom fields without a problem, and helps us manage our leads and campaigns better. For the first time, we can accurately track marketing ROI, and the impact was immediate.”
This manufacturer now has a shared data foundation that brings marketing and sales together, improves lead management, and supports smarter strategy decisions.