So, you're exploring ways to integrate HubSpot and Dynamics 365 and weighing your options for the best solution. What sets SymphonySync™ apart is direct access to the team that developed it—a group of HubSpot and Dynamics 365-certified professionals with unmatched expertise in both systems. SymphonySync™ isn't just another integration tool—it's a solution designed to evolve with your business and provide unmatched support at every step. Read on to learn why SymphonySync™ may be a good fit for your integration.
Direct Access to Dynamics 365 and HubSpot Certified Support Team
The same team that developed SymphonySync™ is the one supporting it. Our experts are certified in both HubSpot and Dynamics 365 with years of experience delivering hundreds of successful integration projects. Unlike other integration partners who may focus on just one platform, the SymphonySync™ team is skilled in both systems. This dual expertise allows us to provide more comprehensive support, from implementation to training, ensuring that your integration is customized to your specific needs and business goals.
Staged approach for Dynamics 365 and HubSpot Integration Implementation
When working on your initial Dynamics 365 and HubSpot integration implementation, our team will use a staged approach that checks and balances your data to ensure that your integration transition is as seamless as possible. Below is an example of our process when setting your sync.
Step 1: Field Mapping Documentation
The SymphonySync™ team will provide a standard field mapping document for Contacts, Accounts, Leads, and Opportunities. From there, they will work with you on any customizations you need, from custom fields to custom tables, as well as whether you would like a one-way or bidirectional sync. Note: Customizations are available depending on your subscription.
Step 2: Sync Configuration
Once the mappings are approved, our team will configure the sync between your Microsoft Dynamics 365 contacts and HubSpot contacts. We will first sync a small set of test records to ensure everything works correctly.
Step 3: Review Records and Mappings
The SymphonySync™ team will then meet with you to review the test records and mappings. Once they are approved, the historical sync of records will take place. The team will help you decide what to sync based on your HubSpot marketing contact count, the cleanliness of your data, and overall business goals.
Step 4: Monitor Databases
Our team will then monitor your Microsoft Dynamics 365 and HubSpot databases during the historical sync to ensure a smooth transition. They will notify you of any issues found and resolved during this time.
Step 5: Review Results
Once the historical sync is complete, the SymphonySync™ team will meet with you to review the results and provide you with views of the data synced between Dynamics 365 and HubSpot. You will then sign off on the data exchange. The above process is repeated for each entity, i.e., Contacts, Accounts, Leads, Opportunities, and any custom entities.
Step 6: Dashboard Creation
Once all data has been synced with SymphonySync™, the team will meet to review your reporting needs. Depending on your subscription, you will have standard dashboards or custom dashboards included.
Our team takes pride in being detail-oriented and data-driven, ensuring that every aspect of your integration is thorough and seamless. This allows you to focus on what truly matters to your business. Our trusted implementation and support process has earned us 5-star reviews, which you can check out on our HubSpot listing here.
Weekly Proactive Dynamics 365 and HubSpot Integration Maintenance Checks
The SymphonySync™ team is committed to your integration's success. No matter your subscription plan, we actively monitor your Dynamics 365 and HubSpot integration. Our team logs in daily to review your integration logs and resolve errors. Once a month, our team will notify you of your integration status and any errors our team resolved on your behalf. We are committed to the success of your data and integration.
Change your Integration with your Business Over Time
If you are subscribed to SymphonySync™ Premium, you have access to our support team to make updates to your integration at any time. Updates include adding and removing fields for sync between Dynamics 365 and HubSpot. Other updates could include syncing custom tables outside Contacts, Accounts, Leads, and Opportunities. SymphonySync™ settings can be modified as your business and data needs expand.
With SymphonySync™, you're not just getting an integration tool—you're gaining a trusted partner with deep expertise in both HubSpot and Dynamics 365. Our hands-on approach, support, and flexible customization ensure your integration evolves alongside your organization. Let us handle the complexity so you can focus on what matters most—growing your business.
Want to meet the geeks behind SymphonySync™? Contact us now to set up a time to review how SymphonySync™ can help integrate your databases.
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