Example Workflow Triggers and Actions

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New Lead Created in Dynamics 365

Triggered when a new lead is created in Microsoft Dynamics 365. HubSpot actions may include updating lead scores, initiating lead nurturing workflows, or sending welcome emails.
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Opportunity Stage Changed in Dynamics 365

Activated when the stage of an opportunity is changed in Dynamics 365. Useful for updating deal records, triggering sales workflows, or sending stage-specific communications in HubSpot.
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New Case Created in Dynamics 365

This trigger occurs when a new case is created in Microsoft Dynamics 365. HubSpot actions may include updating customer service records, initiating case resolution workflows, or sending case-related notifications.
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Contact Information Updated in Dynamics 365

Triggered when contact information is updated in Dynamics 365. HubSpot actions may include syncing contact data, initiating contact-specific workflows, or sending contact update notifications.
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New Product Added in Dynamics 365

Activated when a new product is added in Microsoft Dynamics 365. Useful for updating product records, initiating product-specific workflows, or sending product-related communications in HubSpot.
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Meeting Scheduled in Dynamics 365

This trigger occurs when a meeting is scheduled in Microsoft Dynamics 365. HubSpot actions may include updating participant records, initiating pre-meeting workflows, or sending meeting details.
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Lead Converted to Opportunity

Triggered when a lead is converted to an opportunity in Dynamics 365. HubSpot actions may include updating deal records, initiating opportunity-specific workflows, or sending conversion confirmation emails.
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Email Interaction Recorded in Dynamics 365

Activated when an email interaction is recorded in Microsoft Dynamics 365. Useful for updating communication records, initiating follow-up workflows, or sending email engagement notifications in HubSpot.
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Invoice Created in Dynamics 365

Triggered when a new invoice is created in Microsoft Dynamics 365. HubSpot actions may include updating financial records, initiating invoicing workflows, or sending invoice-related communications.
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Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

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Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

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GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

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Microsoft Dynamics 365 + HubSpot

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Unified Sales and Marketing

Integrate Microsoft Dynamics 365 with HubSpot for seamless collaboration between sales and marketing teams, optimizing customer interactions.

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Automated Lead Management

Automatically sync lead data bidirectionally between HubSpot and Microsoft Dynamics 365 for real-time updates on customer interactions and opportunities.

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Smart Customer Relationship Management

Leverage Microsoft Dynamics 365 insights within HubSpot to enhance customer relationship management and personalized communication.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Microsoft Dynamics 365 Integration provide a unified view of customer relationships?

The integration provides a unified view by consolidating sales, marketing, and customer service data from Microsoft Dynamics 365 into HubSpot, offering a comprehensive overview of customer relationships.

Can I align sales and marketing efforts by bringing Dynamics 365 sales data into HubSpot?

Yes, integrating Dynamics 365 sales data into HubSpot allows for the alignment of sales and marketing efforts, enabling seamless collaboration and increasing overall efficiency.

How can HubSpot workflows be triggered based on Dynamics 365 interactions for lead nurturing?

HubSpot workflows can be triggered based on various Dynamics 365 interactions, facilitating automated lead nurturing and ensuring timely and personalized engagement with prospects.

What happens in HubSpot when a new lead is created in Dynamics 365?

HubSpot actions may include updating lead scores, initiating lead nurturing workflows, or sending welcome emails when a new lead is created in Microsoft Dynamics 365.

How does the integration respond to changes in opportunity stages in Dynamics 365?

The integration can update deal records, trigger sales workflows, or send stage-specific communications in HubSpot when the stage of an opportunity is changed in Dynamics 365.

What actions are triggered when a new case is created in Dynamics 365?

Actions may include updating customer service records, initiating case resolution workflows, or sending case-related notifications when a new case is created in Microsoft Dynamics 365.

How does HubSpot handle updates to contact information in Dynamics 365?

The integration can sync contact data, initiate contact-specific workflows, or send contact update notifications when contact information is updated in Microsoft Dynamics 365.

What actions can be triggered when a new product is added in Dynamics 365?

Actions may include updating product records, initiating product-specific workflows, or sending product-related communications in HubSpot when a new product is added in Microsoft Dynamics 365.

How does the integration respond to scheduled meetings in Dynamics 365?

Actions may include updating participant records, initiating pre-meeting workflows, or sending meeting details when a meeting is scheduled in Microsoft Dynamics 365.

What happens in HubSpot when a lead is converted to an opportunity in Dynamics 365?

HubSpot actions may include updating deal records, initiating opportunity-specific workflows, or sending conversion confirmation emails when a lead is converted to an opportunity in Microsoft Dynamics 365.
The integration provides a unified view by consolidating sales, marketing, and customer service data from Microsoft Dynamics 365 into HubSpot, offering a comprehensive overview of customer relationships.
Yes, integrating Dynamics 365 sales data into HubSpot allows for the alignment of sales and marketing efforts, enabling seamless collaboration and increasing overall efficiency.
HubSpot workflows can be triggered based on various Dynamics 365 interactions, facilitating automated lead nurturing and ensuring timely and personalized engagement with prospects.
HubSpot actions may include updating lead scores, initiating lead nurturing workflows, or sending welcome emails when a new lead is created in Microsoft Dynamics 365.
The integration can update deal records, trigger sales workflows, or send stage-specific communications in HubSpot when the stage of an opportunity is changed in Dynamics 365.
Actions may include updating customer service records, initiating case resolution workflows, or sending case-related notifications when a new case is created in Microsoft Dynamics 365.
The integration can sync contact data, initiate contact-specific workflows, or send contact update notifications when contact information is updated in Microsoft Dynamics 365.
Actions may include updating product records, initiating product-specific workflows, or sending product-related communications in HubSpot when a new product is added in Microsoft Dynamics 365.
Actions may include updating participant records, initiating pre-meeting workflows, or sending meeting details when a meeting is scheduled in Microsoft Dynamics 365.
HubSpot actions may include updating deal records, initiating opportunity-specific workflows, or sending conversion confirmation emails when a lead is converted to an opportunity in Microsoft Dynamics 365.

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