Shared Data Between HubSpot and Dynamics 365

If your marketing team uses HubSpot while your sales team uses Dynamics 365, and you’re not currently sharing data between these platforms, it’s time to ask: why not?

SymphonySync™ is an integration tool that continuously updates HubSpot and Dynamics 365, ensuring that changes made in one system accurately reflect in the other.

Why does shared data between HubSpot and Dynamics 365 matter?

When marketing is working hard to generate leads through various campaigns in HubSpot, they can track which specific emails capture a lead’s attention. However, sales teams miss out on this valuable insight without shared data. Similarly, when marketing creates landing pages with forms, they can instantly see who submits a form and receive notifications, but without integrated systems, sales miss out on that immediate insight.

When marketing imports lists of leads for sales to follow up with in Dynamics 365, those imports often need more crucial data, like lead sources, that enable meaningful, personalized outreach. While sales have access to detailed reports in Dynamics 365 of the sales pipeline, marketing has no visibility into which initiatives drove the best results. Most importantly, when sales or marketing updates records with new information, the opposite team remains in the dark if data still needs to be updated in the other system.

Without shared data between your teams, important data goes untracked, creating a disconnect that limits the effectiveness of both your marketing and sales efforts.

With SymphonySync™, however, you have a whole lot of possibilities, including:

• Sharing HubSpot email metrics, form submissions, and lead source details to Dynamics 365.
• Allowing sales and marketing to update contact or account records in Dynamics 365 or HubSpot, which automatically syncs with the other system.
• Providing sales detailed dashboards and reports that include all won opportunities from HubSpot contacts, giving marketing insight into campaign performance.

These are just a few ways SymphonySync™ can help collaboration and increase ROI by connecting the data your teams use.

If you’re asking yourself, “Why not start today?” reach out to us at symphonysync@toplineresults.com. We are here to help!

P.S. Check out our 5-star rating on HubSpot App Marketplace.