If you are exploring ways to integrate your HubSpot and Dynamics 365 data, SymphonySync™ is the perfect solution to track form submissions, gain ROI insights, and maintain data accuracy in both platforms. This HubSpot and Dynamics 365 integration gives your teams up-to-date shared data by bringing marketing data from HubSpot into Dynamics 365 and sales data from Dynamics 365 back into HubSpot. Here are three key features that make SymphonySync™ a game-changer for your teams:
Feature 1: Form Submission Syncing
SymphonySync™ tracks every form submission from HubSpot and syncs it to Dynamics 365. The form comes in as a marketing event on the corresponding lead or contact form. This feature gives your team a complete view of each lead or contact's engagement history.
By clicking on the name of the marketing event form, you can view all the HubSpot details of the form submitted. This gives your sales team insights where the lead or contact came from originally and most recently.
Feature 2: Dashboards for ROI Insights
SymphonySync™ provides standard dashboards with all subscription plans, offering valuable insights into contact interactions. The HubSpot Marketing Contact Overview dashboard highlights interaction trends and actionable lists, while the HubSpot Marketing Opportunity Overview dashboard tracks metrics for opportunities associated with your HubSpot contacts. SymphonySync™ offers a premium subscription with five additional custom dashboards, giving you tailored analytics to meet specific business needs. Accessing these dashboards is straightforward within the SymphonySync™ app in Dynamics 365, enabling you to make data-driven decisions quickly.
Feature 3: SymphonySync™ Audit Records
Keeping track of changes is crucial for maintaining data integrity, and SymphonySync™ excels in this area. SymphonySync™ tracks changes made to individual records in both Dynamics 365 and HubSpot, which can be viewed in the activity timeline in Dynamics 365. This feature verifies sync activities and identifies which fields and properties were updated for specific records. The audit records are a valuable resource for troubleshooting and monitoring your data for accuracy.
These three key features of SymphonySync™ transform how businesses integrate their data between HubSpot and Dynamics 365. Advanced data integration tools like SymphonySync™ allow your teams to collaborate more effectively and drive better results.
Start your integration for free by signing up at portal.symphony-sync.com, or contact us at symphonysync@toplineresults.com for more information.
Plus, check out our 5-star rating on HubSpot App Marketplace.
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