Today, the process of integrating a database into a company’s marketing and client service relationship management is an accepted and welcomed part of customer lifecycle management. The interoperability between marketing, sales, and database management is crucial when viewed in the context of today’s increasingly competitive digital market.
The HubSpot and Microsoft Dynamics CRM integration improved sales productivity by creating a tighter, more unified partnership between an automated marketing provider and a database management partner. This integration allowed:
Over the years, there have been a number of additions to the HubSpot Microsoft Dynamics CRM integration process that facilitated the interoperability and functionality between these two important marketing and sales platforms. These software providers allow the cross-directional flow of information between HubSpot and Microsoft Dynamics products, from the CRM to NAV and GP. These software integrators ensure this data flow occurs in real-time; you don’t need to wait for updates to occur. These providers are considered part of the iPaaS (integration platform as a service) family of service providers, meaning the job of the software is to make applications like HubSpot and Microsoft Dynamics CRM work together smoothly and seamlessly.
These iPaaS software providers were created to connect a number of cloud-based software products together. These integrators work by pulling data from between two disparate platforms, normalizing it, and then dispersing it evenly between the two. The iPaaS software providers can also allow you to take the two platforms and customize the delivery on one dashboard in new ways. This makes for a tremendous level of efficiency that links business intelligence with data management and sales with marketing.
Let’s look at some of the integration options that help link the Dynamics/HubSpot tech family of services.
HubSpot Microsoft Dynamics CRM integration was initially made possible through the Scribe Software backbone. It is now considered the legacy software provider to link HubSpot and Dynamics CRM.
Scribe was designed to allow data to flow seamlessly between HubSpot and Dynamics. Set up is simple; just add your HubSpot portal ID to the Scribe dashboard and get going. Scribe allows you to:
This integration even allows for reporting on the lifecycle of the lead so marketing and sales can have more accurate information on which campaigns are working and which ones aren’t. Scribe Software allows real-time viewing by multiple departments and eliminates the need to enter data multiple times.
The Bedrock integration tool syncs contact records and activities that occur between Dynamics CRM and HubSpot. This is another excellent option when seeking bi-directional integration between HubSpot and Microsoft Dynamics. Bedrock allows integration between the Microsoft Dynamics ERP platforms as well, which provides a very powerful way to utilize analytics to make business decisions.
Bedrock software provides interoperability between a number of powerful tools, linking your database to some of the best sales, marketing and event software platforms in the industry. Bedrock can help manage and sync actions between Dynamics and HubSpot. Bedrock will:
Bedrock integrates seamlessly between Microsoft Dynamics and HubSpot allowing you to sync new leads as they occur. You can utilize Bedrock whether you are in the cloud, utilizing a hybrid model or self-hosting on premises. The process is fairly simple:
As a true software integrator, Zapier is a connector of web apps. It improves workflows between Dynamics CRM and HubSpot by automating redundant tasks. Simple, user-friendly commands allow you to create the kind of workflow that looks like this:
With Zapier, you can build automated workflows with just a few clicks. The platform was designed to help you get more things done with a lot less work. Transferring data between Microsoft Dynamics and HubSpot used to be very time-consuming, but Zapier makes these tasks fully automated.
If you’re not a programmer, but you are seeking a smart way to integrate Dynamics CRM software with HubSpot marketing tools, SmartConnect may be the right choice. SmartConnect makes it very easy to move data between cloud-based software programs any time you need it to. SmartConnect has a built-in query tool that facilitates date incorporation from all kinds of bulk data sources, including HubSpot and Microsoft Dynamics CRM. Just like other integration platforms including Zapier, Bedrock, and Scribe, SmartConnect works in real-time, moving live data between Dynamics CRM and HubSpot. This ensures that no one in your organization is working with outdated data. This is particularly important as you’re tracking the success of new email campaigns; sending emails to customers that have already opted out can ruin your reputation and create a false impression of campaign failure.
With SmartConnect software you can:
The real beauty of Smart Connect is that it does its job without additional programming; you don’t have to be a coder to use this tool. In fact, the software is being marketed as a “no code integration solution.”
In addition to HubSpot and Microsoft Dynamics CRM, SmartConnect can also integrate data in NAV or GP, marking this integrator as a one-stop shop to improve your Microsoft Dynamics functionality.
Aligning sales and marketing isn’t a recommended practice anymore; it is required in order to stay competitive. The HubSpot Microsoft Dynamics CRM integration allows for smarter customer engagement. Together, these tools enable businesses to do more, faster.
The question now is – which of these integration tools should you use? All can work beautifully to facilitate the HubSpot Microsoft Dynamics CRM Integration. But, like most software, there are strengths and weaknesses to each platform. Each can be utilized to:
When a marketing email is opened or an e-book is downloaded, HubSpot captures the registration information, then integrates to Microsoft Dynamics CRM via Scribe, Bedrock, Zapier or SmartConnect.
No matter which interoperability partner you choose, the HubSpot Microsoft Dynamics CRM integration software will ensure that your sales team will be supplied with a steady flow of leads stemming from proven marketing techniques. It means that data entered by your sales team will update automatically between these two powerful software providers. You’ll only need to log onto one of the platforms to experience the cross directional flow of information.
The only question that should remain for your business is this: when should we get started? The team at IES is ready to help you successfully utilize these tools to streamline workflows and increase profits.