DATA SYNC | Microsoft Dynamics + HubSpot Integration

Below are some specifics on how the Data Sync connector works for Microsoft Dynamics along with any notable limitations.

• During the initial sync, HubSpot will compare both databases. When a match is detected, existing records will be updated. 
• Contacts: Data sync matches records by comparing the contacts’ email addresses. Only one Contact with an Email Address will sync, the sync will sync the first Contact with a unique Email Address recognised via the API call. 
• Companies: HubSpot will match an Account record with a HubSpot Company record based on the Company Name field.

• Lookup field types cannot sync between the two systems due to API variables in the return of lookup values to HubSpot.

• If a record has multiple company associations, only the primary company will be synced.
• Data sync can automatically associate invoices to contacts. Invoices must be manually associated to company records in HubSpot.
  • Note* I would strongly advise independent testing in your test portal to identify any specific limits for your current field mappings. If you do not see a field as available then that likely means the field cannot be mapped. 
  • Additional Information on Field Mappings within Data Sync here.

• The Limit which records sync section only limits which records initially sync between HubSpot and the third-party app. Once records sync, they will continue to sync data back and forth based on the property mapping set up. 
• The same applies to Dynamics originating records, you can apply Filters for Dynamics > HubSpot for the initial sync, once the records meet this criteria, they will continue to sync based on One Way/Two Way rules established. 
• A typical example of applying Limits may be as follows: 
  • All records that originate in HubSpot should sync to Dynamics when Marketing have qualified eg. Lead Status = MQL. The record will continue to sync, when Sales close that lead, Marketing can assess ROI/Attribution and understand how that lead progressed through the funnel directly in HubSpot reporting 
  • Only records that originate in Dynamics should pass to HubSpot for upsell/cross-sell or additional nurture, therefore you consider setting a custom Lead Status property to eg. 'Lead' and use this as the Filter