---
title: DATA SYNC | Microsoft Dynamics + HubSpot Integration
description: Below are some specifics on how the Data Sync connector works for Microsoft Dynamics along with any notable limitations.
---

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# 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.

**Deduplication;**

- 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.

**Field Mapping & Association limitations;**

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

**Possible Solution:** If the use case is to simply sync the Lookup value to HubSpot, you can recommend passing the MS Lookup Value into a Single String Value field and pass to HubSpot that way.

- 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](https://t.sidekickopen72.com/Ctc/41+23284/8-04/Jll2-6qcW7Y8-PT6lZ3n0V5N5Lw6ZdhZqW3wCQVY478J4lW7X_Rts9b_5DFW7dxNb665yf7yW40MhFj4QycqXW6NfYXp8wL3xQW30ZKpW35BxFxW4TmRgn4jZK5LN5XqjpYMD5c8N1XP_16YflzmW7ygkzV2YFNQgW3_X44z8MtX6mW419-cM8w_j3rW26VXt77jgfVWW6hpGDj4nL1b-W163Z7s2hC6FbVPh5H21Y9n4SW2VZJRh3Z2VP-W2wmlwX65hsgRVJGZ525PwxFTW2fZH1v2CCWNDW12fDNY6B2swWW20xCzg7NvFmbW48yRf_3Znk3xW6326f-8h7bFhV3ykwJ2-5R_Yf1dS-X204).

**Setting Limits in the Sync eg. Sync MQLs HubSpot > Dynamics **

- 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

 

**Non-Marketing + Marketing Contacts**

- You can decide to set a flat rule that all contacts syncing from Dynamics are set to non-marketing initially, you can then use Workflows based on custom enrolment to update specific Contacts as 'Marketing' when hitting a criteria (screenshot below)

 

![Screenshot 2023-09-17 at 6.18.00 pm.png](https://mail.google.com/mail/u/0?ui=2&ik=6d6ac22283&attid=0.1&permmsgid=msg-a:r1251708807998036408&th=18aa57ad7393dca4&view=fimg&fur=ip&sz=s0-l75-ft&attbid=ANGjdJ9Ye4-1zerc3TvYZJPAG6PA2nRsdaQlE7SGezBT02S4ccQWlLkn2cSCutGvg9XGvmGJSNS2uJvJxiY4qejqAyCRNBqnLQmPgtNTiUWdVfKyuin2pVeuE06pJdI&disp=emb&realattid=ii_lmn6s1jh0)

 

**HubSpot Embed for Dynamics**

Guide to setup [here](https://t.sidekickopen72.com/Ctc/41+23284/8-04/JlF2-6qcW8wLKSR6lZ3mqMGHs8KkY0zNV3xfDJ3_G9P5W5Jxncz2Jj14dW44nF1J4-yrPlW82b4lz870B7vW8VbFwd5xYS9hW4gJxqX7yztYwW3C5Fsx1lZ9mbW75mQg97rjN5CW14wYgn50nJnPW2ZQ1g25CSwfzVjTd5L6RBNrdW2vlp094QBfx_W32dTq429gSTrN7LMrCQKKTWRW5VsM2G8GfD7SW3yx7xk1CgSzgW4VQxgn3LfYvZW5P7lc_2PMmctW3VkKqr6Ln3M8W5tnr863S4Lv0W2X-gT-1HGHWjN8c74NwHCCbNN2C9BQpTq_xMN2P82LHRcZy2W4rtdYT3NC64bW320TXr1Pr91SN65s_z7vMQv7f7XZD3204).

 

Author: Lucy Seed

Date Updated: 2/10/2023