Stop Juggling Systems. Integrate Dynamics 365 & HubSpot

Streamline your marketing and sales with a seamless data flow.

The Problem: Disconnected Data Silos

Do you leverage HubSpot for powerful marketing automation and Dynamics 365 to manage your customer relationships and sales pipeline? If so, you’re not alone. Many businesses rely on these industry-leading platforms to excel in their respective areas. However, utilizing separate systems for marketing and sales can create a major roadblock: disconnected data silos.

Imagine your marketing team nurturing leads in HubSpot with fantastic content, but their efforts are hampered because crucial customer data resides within Dynamics 365. This leads to several challenges:

Duplicate Data Entry: Marketing and sales teams waste time manually entering the same customer information into both platforms, leading to errors and inconsistencies.
Inconsistent Customer Information: Disconnected data creates a fragmented view of the customer journey. Sales reps might have outdated information, hindering their ability to personalize interactions.
Difficulty Tracking Marketing ROI: Without a unified view of customer data, it’s nearly impossible to accurately track the return on investment (ROI) of your marketing campaigns in HubSpot.

The Solution: Seamless HubSpot & Dynamics 365 Integration

Here at AlphaBOLD, we offer a powerful solution: seamless integration services that bridge this gap. Our custom-mapped integration services go beyond simple data transfer. We create a unified data environment, ensuring information flows effortlessly between both platforms. This eliminates the need for manual data entry, saving your team countless hours and minimizing errors. With a complete customer profile at your fingertips, you can personalize marketing campaigns, prioritize leads more effectively, and close deals faster. Imagine the power of your sales reps having instant access to a contact’s website behavior and marketing interactions directly within Dynamics 365. AlphaBOLD’s integration service becomes the bridge that connects your marketing and sales efforts, fostering a collaborative environment that drives business growth.

Imagine the possibilities:

Automated Data Sync: Say goodbye to manual data entry! Our integration ensures automatic synchronization of critical data like contacts, leads, and opportunities across HubSpot and Dynamics 365. This eliminates errors and inconsistencies, providing a single source of truth for both marketing and sales teams.
Improved Sales and Marketing Alignment: With a unified view of customer data, your marketing and sales teams can finally work in perfect harmony. Marketers gain valuable insights into sales activity, allowing them to tailor campaigns to nurture leads more effectively. Sales reps have access to the most up-to-date customer information, enabling them to personalize interactions and close deals faster.
Enhanced Customer Lifecycle Management: Track your customers throughout their entire journey, from initial lead capture to post-sale support. A seamless integration allows you to leverage the strengths of both platforms, nurturing leads with targeted marketing automation in HubSpot while managing customer relationships and opportunities within Dynamics 365.
Better Reporting and Analytics: Gain a holistic view of your marketing and sales efforts with comprehensive reporting and analytics. By unifying data across both platforms, you can measure campaign performance with greater accuracy, identify areas for improvement, and ultimately maximize your ROI.

Use Cases for Integration

A seamless HubSpot and Dynamics 365 integration unlocks a world of possibilities, streamlining workflows and boosting your marketing and sales efforts. Here are some real-world scenarios where this integration delivers tangible benefits:

What Sets Our ERP SELECTION SERVICES Apart:

Marketing Automation on Autopilot: Imagine a lead qualifies for a sales opportunity in Dynamics 365. With integration, this action can automatically trigger a targeted marketing nurture sequence in HubSpot. This sequence could deliver personalized email campaigns based on the lead’s specific needs and interests, keeping them engaged until they’re ready to convert.

Lead Nurturing with a Personal Touch: Dynamics 365 holds a wealth of customer data, such as past purchases or website behavior. The integration allows you to leverage this data to personalize email nurture sequences in HubSpot. For example, if a lead shows interest in a specific product category in Dynamics 365, you can trigger targeted email campaigns showcasing similar products or offering relevant case studies.

Sales Tracking Made Easy: Stop guessing the effectiveness of your marketing campaigns. HubSpot and Dynamics 365 integration allows you to track campaign performance and ROI with pinpoint accuracy. See how many leads generated by HubSpot campaigns convert into opportunities and ultimately sales within Dynamics 365. This data empowers you to optimize your marketing spend and focus on campaigns that deliver the highest return.

Unified View for Exceptional Customer Service: Equip your customer service reps with the ultimate weapon: a complete picture of the customer journey. The integration provides a unified view of all customer interactions across both platforms. Reps can access past marketing touches, purchase history, and support tickets, allowing them to personalize interactions and resolve issues faster.

AlphaBOLD’s Integration Services

At AlphaBOLD, we don’t just offer a one-size-fits-all solution. We understand that every business has unique needs and goals. That’s why we provide a comprehensive suite of integration services to tailor the HubSpot and Dynamics 365 connection specifically for your organization:

Custom Integration Planning and Configuration: Our team of certified integration specialists will work closely with you to understand your specific requirements and data flow needs. We then design a custom integration plan that seamlessly connects your HubSpot and Dynamics 365 instances.
Data Mapping and Field Synchronization: Not all data fields are created equal. Our experts will meticulously map the corresponding data fields between HubSpot and Dynamics 365, ensuring accurate and consistent data synchronization. This eliminates the risk of errors and provides a unified view of your customer data across both platforms.
Workflow Automation Setup and Optimization: Take your marketing and sales automation to the next level. We’ll configure automated workflows that leverage the power of both platforms. Imagine nurturing leads with targeted campaigns in HubSpot based on triggers from Dynamics 365, or automatically creating sales opportunities in Dynamics 365 when leads reach a certain stage in HubSpot. The possibilities are endless!
Ongoing Support and Maintenance: Our commitment to your success extends beyond the initial integration. We offer ongoing support and maintenance services to ensure your integrated system continues to run smoothly. Our team is here to address any questions or troubleshoot any issues that may arise.

SEE WHAT OUR CLIENTS HAVE TO SAY ABOUT US

“We needed a partner to help us implement and configure our Dynamics CRM system. We chose AlphaBOLD based on their expertise within the Microsoft technology stack, as well as their thorough understanding of our industry, business model, and unique challenges. I would highly recommend the AlphaBOLD CRM team.”

JEFF SMITHIT DIRECTOR, JWC ENVIRONMENTAL

“AlphaBOLD did a tremendous job of helping us with our Dynamics 365 Customer Engagement project. It’s obvious that they know what they’re doing and I was impressed by their ability to meet and exceed our agreed upon deadlines and milestones.”

JAMES O'LEONARDCEO PEAK 15 SYSTEMS

"We needed tools that work fast and give us visibility into our internal processes, and needed our team to be able to access, manage, and review data easily. We also wanted to improve our order management and customer support, and that is exactly the reality we are living thanks to AlphaBOLD."

Phil Lubinski OwSenior Manager Customer Service | TaylorMade Golf Companyner & President - Inspire Fitness

AlphaBOLD has been a terrific NetSuite implementation partner. Working through the ambiguities associated with complex integrations, they have skillfully supported our multiple business units. Their command on NetSuite and scope of supporting services is truly impressive ... I would recommend them as a solution partner for any business utilizing NetSuite, whether brand new to NetSuite or a company who has used NetSuite for many years.”

Susann Cellier NetSuite Specialist - Dastmalchi

“As we moved into new types of products, we grew pretty fast and gained a dominant position in the marketplace. We realized AlphaBOLD had a lot of experience with NetSuite, that experience and expertise were major factors in choosing them as our implementation partner. NetSuite allowed us to consolidate all of those under one system, and get everyone onto one platform. AlphaBOLD has been our go-to resource for pretty much everything pertaining to NetSuite.”

Sajana De SilvaOperations Manager - De Silva Spices

"Adopting BUILDFitters has been comfortable and convenient for Voytko Mechanical due to the thorough professionalism of those at AlphaBOLD. Thanks to their knowledge and expertise, they have developed software that meets our industry-specific needs and addresses modern business’ requirements."

David VoytkoPresident , Votyko Mechanical 