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CRM ⇄ Business productivity

HubSpot to Microsoft Dynamics 365 integration — real-time, two-way sync

Keep HubSpot and Microsoft Dynamics 365 in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect HubSpot and Microsoft Dynamics 365

Sync what happens in Microsoft Dynamics 365 with the customer records in HubSpot, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Microsoft Dynamics 365 holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Accounts, Contacts, Leads, Opportunities in Microsoft Dynamics 365 to Audit, Contact, Company, Deal in HubSpot with bi-directional, real-time sync. Activity and record changes in Microsoft Dynamics 365 update the matching contact or account in HubSpot, and CRM data flows the other way wherever Microsoft Dynamics 365 can store and use it.

Common use cases

  • Replicate standard and custom Dataverse tables into a warehouse for reporting.
  • Enrich leads from external data sources and write scores back onto Dynamics records.
  • Sync HubSpot Tickets with an internal support database to unify service reporting across channels.
  • Push product signup and usage events into HubSpot contact properties to drive lifecycle marketing segmentation.

Where Microsoft Dynamics 365 can store CRM context: fields kept current

Owner, lifecycle stage, or account details from HubSpot sync into Microsoft Dynamics 365, so people working there have the context without switching tools.

Where Microsoft Dynamics 365 handles support or shared inboxes

Tickets and conversations attach to the right contact and account in HubSpot, so sales sees open issues before the next call.

Where Microsoft Dynamics 365 supplies contact or company data

Enriched fields land directly on records in HubSpot, and refreshes keep them from going stale.

What you can sync between HubSpot and Microsoft Dynamics 365

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

HubSpot objects Microsoft Dynamics 365 objects
Ticket Synced with incremental and full sync per the Stacksync docs. Leads Inbound records enriched and routed from external sources into sales queues.
Quote Synced with incremental and full sync per the Stacksync docs. Opportunities Pipeline records synced with forecasting, CPQ, and billing systems.
Goal Synced with incremental and full sync per the Stacksync docs. Cases (Incidents) Support records shared with ticketing tools and product databases.
Owner Synced with incremental and full sync per the Stacksync docs. Quotes, Orders & Invoices Transaction documents reconciled with the ERP or billing source of truth.
Pipeline Synced with incremental and full sync per the Stacksync docs. Products Catalog records aligned with ERP item masters.
Stages Synced with incremental and full sync per the Stacksync docs. Activities Emails, calls, and tasks captured for engagement analytics.
What ships with HubSpot ⇄ Microsoft Dynamics 365

Connect HubSpot and Microsoft Dynamics 365 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every HubSpot–Microsoft Dynamics 365 connection.

Real-time

Two-way sync

Changes in HubSpot or Microsoft Dynamics 365 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever HubSpot or Microsoft Dynamics 365 data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single HubSpot or Microsoft Dynamics 365 record.

Observability

Monitoring

Track your HubSpot ⇄ Microsoft Dynamics 365 sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between HubSpot and Microsoft Dynamics 365.

How the HubSpot and Microsoft Dynamics 365 connectors work

HubSpot

Integration surface
REST API (CRM v3)
Authentication
OAuth (choose HubSpot account and authorize Stacksync); requires a HubSpot 'Super Admin' to grant access; optional "Grant access to sensitive fields" checkbox for sensitive/highly sensitive fields
Change detection
Records: incremental near-real-time change tracking. Associations: HubSpot has no native association CDC
Capabilities
read · write · CDC · webhooks
Rate limits
Request limits vary by subscription tier and API type.
HubSpot setup guide

Microsoft Dynamics 365

Integration surface
REST API (Dataverse Web API, OData v4); Finance & Operations apps expose a separate OData data-entity surface
Authentication
Microsoft OAuth sign-in: user provides the D365 environment URL, signs in with Microsoft credentials, and accepts the Stacksync app (permissions to read CRM data and interact with OData entities)
Change detection
Change data capture (CDC) via the Dynamics 365 Change Tracking feature; standard entities have change tracking enabled by default, custom entities require enabling "Track Changes" in Power Apps/Dataverse table properties
Capabilities
read · write · CDC · webhooks
Microsoft Dynamics 365 setup guide
How it works

How to connect HubSpot to Microsoft Dynamics 365 — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate HubSpot and Microsoft Dynamics 365 with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    HubSpot connected
    Microsoft Dynamics 365 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the HubSpot and Microsoft Dynamics 365 objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · HubSpot ⇄ Microsoft Dynamics 365
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    HubSpot Microsoft Dynamics 365
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

HubSpot and Microsoft Dynamics 365 integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for HubSpot and Microsoft Dynamics 365.

Popular · 8 of 386
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