Nine Steps to Getting the HubSpot-Dynamics 365/CRM Integration You Need and Want
With the popularity of Dynamics 365/CRM, many HubSpot customers need to create a bi-directional integration between HubSpot and Dynamics 365/CRM. By integrating these systems, you can automate lead delivery to Sales, help Marketing improve ROI by giving visibility into which leads turn into opportunities and sales, and help Marketing create more targeted campaigns. Like a custom-tailored suit, you will get more value out of an integration and the systems themselves that is custom designed to fit your marketing and sales processes and your specific system configurations. To get the custom HubSpot-Dynamics 365/CRM integration you want and need, follow these nine steps:
- Identify and agree on your business objectives - A successful project is never done in isolation. Before starting your project, spend some time having team discussions to determine your business requirements, such as the criteria for passing a lead from marketing to sales and the information that needs to flow from HubSpot to the CRM system and, likewise, from the CRM system to HubSpot. Getting agreement between Sales and Marketing before the project starts will avoid potential misunderstandings and the extra work that misunderstandings cause.
- Identify the appropriate resources and skills needed for your
integration project - Many organizations choose an
experienced systems integrator to develop their custom integration. It has the benefit of putting this critical
element of your HubSpot-Dynamics 365/CRM solution in the hands of an
experienced professional who knows how to handle any unusual circumstance, such
as custom entities and fields. But if you have systems without custom CRM entities,
you can elect to tackle the project yourself. In general, a HubSpot-Dynamics
365/CRM integration can be accomplished by a single person. The tool you choose
for the integration should match the skills of the person charged ...
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