Microsoft Dynamics 365® + Hubspot®

A HubSpot®–Microsoft Dynamics 365® Sales Integration You Can Actually Trust

SymphonySync™ synchronizes contacts, activities, custom fields, and marketing engagement between HubSpot and Microsoft Dynamics 365 with a purpose-built integration designed for complex environments.

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✓ Simple setup
✓ Reliable list syncing
✓ Support when you need it

Sync Problems

"Lists fall out of sync, engagement is hard to track, and confidence in the data starts to erode."

The Problem

When HubSpot and Microsoft Dynamics Aren’t Fully Aligned, Teams Lose Confidence in the Data

When marketing and CRM systems don’t communicate reliably, teams feel it immediately. Sales lacks visibility into engagement. Marketing struggles to report accurately. Leadership questions attribution. And internal teams spend valuable time reconciling systems instead of driving growth.

Marketing Reporting Breaks Down

Disconnected systems make it difficult to trust campaign attribution, lifecycle reporting, and revenue tracking.

Sales Can’t See Marketing Engagement Clearly

Without a reliable integration, sales teams lack a complete view of marketing interactions inside Dynamics.

Custom Fields Don’t Map Clearly

Native or lightweight connectors often fail to support the complexity of custom CRM environments.

Manual Workaround Don't Scale

As your database grows, workarounds introduce risk, errors, and operational drag.

How It Works

How SymphonySync™ Connects Hubspot and Microsoft Dynamics 365

SymphonySync™ synchronizes HubSpot and Dynamics 365 with the flexibility and depth required by advanced teams. Instead of forcing your CRM into a rigid connector, it adapts to your environment.

1

Flexible, Configurable Sync Logic

SymphonySync™ syncs contacts, standard fields, and custom fields between HubSpot and Dynamics on a frequent, ongoing basis, to reflect accurate, up-to-date information.

2

Marketing Engagement Visibility

Email sends, opens, clicks, and other marketing activity are visible inside Dynamics, giving sales full context before outreach.

3

Scheduled Sync with On-Demand Control

Sync runs automatically on a defined schedule, with the ability to trigger a manual sync when needed.

4

Designed for Growth

Whether you manage multiple business units, advanced segmentation, or complex reporting models, SymphonySync™ scales with your organization.

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SymphonySync for HubSpot Data Review

Why SymphonySync™

A Better Alternative to Spreadsheets and Basic Connectors

Many integrations connect systems. Few are designed to support enterprise-level CRM complexity without compromising your architecture. SymphonySync™ is built and supported by a team that understands both HubSpot and Dynamics deeply. That means:

Unlimited custom field flexibility

Advanced configuration flexibility

Transparent sync behavior

A solution built for long-term scalability

Direct support from the team that built the product

Bottom Line

Not Just a Connector. A Long-Term Integration Solution.

Visibility

Clearer Reporting for More Confident Decisions

When marketing engagement data from HubSpot flows cleanly into Dynamics 365, reporting becomes trustworthy again.

Sales teams see engagement before outreach

Marketing teams can validate attribution

Revenue reporting reflects reality

SymphonySync Reports

Simple Setup

Guided Implementation with Ongoing Support

Organizations rely on SymphonySync™ to align marketing and CRM systems without sacrificing flexibility.

1
Connect Your Systems

Connect Your Systems

Securely connect HubSpot and Dynamics 365.

2
Configure Sync Settings

Configure Sync Settings

Map fields, define sync behavior, and align with your CRM architecture.

3
Go Live with Ongoing Support

Go Live with Ongoing Support

Go live knowing your integration is configured for accuracy and scale.

You’re supported by the same team that built SymphonySync™, from setup through ongoing use.

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What Customers Say

Trusted by Teams Managing Complex HubSpot and Dynamics Environments

"SymphonySync has been a great addition to our marketing technology. The seamless integration between HubSpot and Dynamics 365 provides us with many benefits. Our sales team can now see valuable insight on every marketing qualified lead right within our CRM. This has increased our sales team's confidence in our lead generation efforts and has lead to more conversions of our MQLs to opportunities. Our sales team can also update the lead status of our MQLs right within Dynamics 365, which has provided valuable information to our marketing team. We also needed to connect our marketing activities and campaigns to our sales pipeline. Previously, there was a disconnect between our marketing campaigns and our sales pipeline. We couldn't do a proper ROI analysis on the majority of our marketing campaigns. SymphonySync has allowed us to close the loop on our marketing campaigns and for the first time, we are now able to accurately measure the ROI on our marketing campaigns. While, we have not been using the tool for long, we have seen a positive and immediate impact." - J. Kenesie, Marketing Manager | MELTRIC Corporation

"We recently engaged with SymphonySync integration tool. It works flawlessly with Microsoft Dynamics. This is a fantastic tool to integrate our marketing campaigns as well as streamlining significant leads. The customizations are easily available as needed as our campaign requirements evolve. Summarizing activity and reporting are extremely important to make sure our ROI for our campaigns is meeting our expectations. SymphonySync easily allows us to monitor these campaigns and properly manage our current CRM. Great product and the team behind it could not be more helpful and knowledgeable. The implementation process is absolutely stress free. They are always accessible to help with any questions or customization. They truly stand behind the development and power of SymphonySync and are completely dedicated to make sure it is a successful tool for our company." - M. Consoli, CIO | Hunneman

"We used SymphonySync to handle our integrations between HubSpot and our CRM and the process was incredibly seamless, efficient, and low stress. We transitioned from an existing integration tool and the process was very easy. A huge benefit vs. our prior integration tool is the ability to add and remove fields whenever you like and ongoing support we receive from the team. Top notch product for sure." - M. Peno, Marketing Director | Heartland Dental

"We have been switching our sync from another provider to SymphonySync. The transition has been seamless and straight forward! It is flexible, well tested and you can add/remove fields as needed. The support team is always just a phone call away if you have a question." - J. Wells | Heartland Dental

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SymphonySync™ Plans

Free

100 Contact, Account, Lead and Opportunity records

Standard fields

Lead, Contact, Account, Opportunity, Marketing Event forms, and Marketing Events email entities

Standard dashboards

Limited technical support

Standard

Unlimited Contact, Account, Lead and Opportunity records

Standard fields

Lead, Contact, Account, Opportunity, Marketing Event forms, and Marketing Events email entities

Standard dashboards

Limited technical support

Premium

Unlimited Contact, Account, Lead and Opportunity records

Custom and standard fields

Lead, Contact, Account, Opportunity, Marketing Event forms, and Marketing Events email entities. Custom forms/entities are also included.

5 custom dashboards and standard dashboards

Unlimited technical support

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FAQ

Common Questions Before Getting Started

How often does data sync?
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SymphonySync™ runs on a configurable scheduled interval, with the ability to trigger a “Sync Now” action when immediate updates are required.

Is the SymphonySync™ integration with HubSpot bi-directional?
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Yes. SymphonySync™ provides a bi-directional sync between Symphony and HubSpot. This means data can flow both ways, allowing updates made in Symphony to appear in HubSpot and updates made in HubSpot to appear in Symphony. With bi-directional syncing, your sales, marketing, and operations teams can rely on consistent information across both systems without manual updates.

Can custom fields be mapped?
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Yes. SymphonySync™ supports unlimited custom field mapping, allowing your CRM architecture to remain intact.

Do we need internal technical resources?
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SymphonySync™ is supported by the team that built it. While CRM knowledge is helpful, implementation is guided and structured to reduce internal burden.

What about reporting and attribution?
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Marketing engagement data from HubSpot can be surfaced inside Dynamics 365, enabling clearer attribution and reporting.

What happens if our CRM structure changes?
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Sync configurations can be updated as your environment evolves.

Still have questions?

We'll walk through your specific setup, lists, and goals during a personalized demo.

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Get Started

Get HubSpot and Microsoft Dynamics Working as One with SymphonySync™

See how SymphonySync™ brings your marketing and sales data together with accuracy, visibility, and control. Fill out the form below and we will get in touch to review SymphonySync™ for your HubSpot and Dynamics 365 integration.

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