A View from the TopLine

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.

Zoho CRM Mobile – 11 Features You May Be Missing Out On 

Staying connected on the go is essential for both business and personal life, and Zoho CRM Mobile features provide powerful ways to stay connected effortlessly. However, even seasoned users might overlook some of its valuable features. In this blog, we'll explore 11 hidden features within Zoho CRM Mobile that you may be missing out on, which can boost your productivity and give you an edge in managing your customer relationships anytime, anywhere.

Connect HubSpot and Dynamics 365 Data

Use the SymphonySync™ integration with HubSpot and Dynamics 365 to sync data between platforms so your teams can work off the same data and both systems stay up to date. This integration allows you to sync contacts and leads, companies/accounts, and deals/opportunities.

Top Three Difficulties SymphonySync™ Solves

Before working at TopLine Results, my previous company utilized Constant Contact for its email marketing. So, I truly mean it when I say I love working in Constant Contact. That said, like any true marketer, I must admit that managing lists and information between Constant Contact and CRM has its challenges.

Boost Productivity in Dynamics 365: Quick Tips for Success

In today's fast-paced business environment, maximizing productivity is key to proactively managing your relationships. Dynamics 365 for Sales includes many features designed to streamline your daily activities and enhance efficiency. Whether you're an experienced user or new to CRM, here are a few productivity tips to consider adopting.

Solve the Sales-Marketing Disconnect Between HubSpot Marketing Hub and Dynamics 365

Keeping your sales and marketing teams in sync can be challenging, especially when working in different systems. If your sales team uses Dynamics 365 while the marketing team relies on HubSpot Marketing Hub, you're likely feeling the disconnect. While HubSpot's marketing automation tools excel at managing campaigns, generating leads, and nurturing relationships, and Dynamics 365 offers powerful CRM features for managing the sales pipeline, the real power of these platforms comes from being able to integrate each platform's data.

FAQs – SymphonySync™ for Constant Contact

SymphonySync™ is a Constant Contact and Dynamics 365 integration tool designed to streamline your digital marketing strategy by syncing your marketing lists and sharing individual and overall email campaign interactions with Dynamics 365 users. 

To help you better understand SymphonySync™, here is a list of our most frequently asked questions:
How do individual email campaign responses from Constant Contact sync with Dynamics 365?
For each email campaign that includes specific contacts or leads, SymphonySync™ creates a new campaign response record that links those contacts or leads to that campaign.

What to Expect from Your SymphonySync™ Support Team

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.