Top 5 Benefits of Integrating Dynamics 365 and HubSpot with SymphonySync™

Working out of two different systems can be demanding for marketers (or anyone else!) Utilizing one CRM system for your contacts, leads, strategic planning, account tracking, and communication efforts while simultaneously utilizing a different system for your digital marketing can be time-consuming – trust us… we know. That’s why the team at TopLine Results created SymphonySync™ for HubSpot. SymphonySync™ for HubSpot is an advanced digital marketing and CRM integration tool that is the missing link all HubSpot Marketing and Dynamics 365 users need. The benefits of integrating your systems with SymphonySync™ include: 

1. Sync unlimited fields.

SymphonySync’s™ two-way syncing capabilities allow you to add and update unlimited sync mapping anytime. Bi-directional syncing ensures that changes made in either HubSpot or Dynamics 365 are reflected in the other system. This means that marketing and sales teams are always aligned with real-time data, minimizing discrepancies and preventing potential communication gaps. 

2. Create custom field mappings.

Default fields are great – it’s better than starting from nothing – but they don’t always have the exact fields you need. We can create the fields you need for your industry-specific tracking with custom field mappings or use custom fields to build targeted lists and personalize email content to dynamically populate digital marketing communications. When all relevant data syncs correctly in HubSpot and Dynamics 365, it enables more accurate insights reporting for marketing and sales teams to make informed decisions. 

3. View form submission history.

Create a full review of historical HubSpot form insights directly in Dynamics 365 with SymphonySync™. This sync functionality allows you to combine current sales data with form submission history to better understand your sales leads. Access to historical form data and real-time metrics provides valuable insights for marketing and sales teams toward driving more sales. Unlike other sync tools, you can report and store your form history. 

4. Use custom dashboards and views in Dynamics 365.

See everything you need with custom dashboards and views, allowing you to experience all the benefits of integrating your systems. You will no longer need two separate dashboards in two different systems. SymphonySync™ gives you the ability to create a unified dashboard for your departments to see what data matters most, whether it's marketing performance and ROI, sales pipelines, or customer interactions. Connecting your HubSpot Marketing contacts with your Dynamics 365 opportunities can provide an ROI on your HubSpot digital marketing activity, for example. 

5. Receive personalized support.

At TopLine Results, we don’t believe in setting up your system and saying goodbye. Once we integrate your HubSpot and Dynamics 365 platforms, we will personally work with you to ensure you are effectively onboarded and monitor your integration monthly while simultaneously checking in on the utilization of SymphonySync™. We’ll make sure to keep you up to date on our continuous path to improving SymphonySync™. Our 5-star rating directly reflects our commitment to your success with SymphonySync™. 

  

These benefits of integrating your systems are sure to help align your sales and marketing processes. By using SymphonySync™ for HubSpot, your leads, contacts, accounts, and opportunities will be synced from Dynamics 365 into HubSpot Marketing and back. Giving your sales and marketing teams the ability to enter, utilize, analyze, and plan strategically around the same information. 

Ready for your free demo? Schedule a call with us today at 1-800-880-1960 or email info@toplineresults.com.