Nine Steps to Getting the HubSpot-Dynamics 365/CRM Integration You Need and Want

With the popularity of Dynamics 365/CRM, many HubSpot customers need to create a bi-directional integration between HubSpot and Dynamics 365/CRM. By integrating these systems, you can automate lead delivery to Sales, help Marketing improve ROI by giving visibility into which leads turn into opportunities and sales, and help Marketing create more targeted campaigns. Like a custom-tailored suit, you will get more value out of an integration and the systems themselves that is custom designed to fit your marketing and sales processes and your specific system configurations. To get the custom HubSpot-Dynamics 365/CRM integration you want and need, follow these nine steps:

1. Identify and agree on your business objectives - A successful project is never don...

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