Dynamics data mapped into HubSpot
The challenge they faced
A manufacturer of engineered HVAC solutions, the team operated with a fragmented marketing technology stack that included separate platforms for email, events, and campaign management. Manual processes consumed time and obscured visibility into customer engagement across channels. The sales team lacked insight into marketing activity without additional software licenses, making it difficult to align on customer interactions and inform business decisions.
Connecting their existing Microsoft Dynamics system to HubSpot presented a technical unknown: the team needed to understand whether the native integration would support their data structure or require custom development. Rather than discover limitations after implementation, they sought guidance to evaluate the integration upfront and make an informed decision about the best path forward.
The strategy we mapped
The team needed to connect their Dynamics system to HubSpot but first had to understand whether the native integration would handle their data structure without custom development. We structured the engagement as a discovery phase where we mapped their key objects and assessed them against what the native integration could support. This approach meant the team could make an informed decision about whether to proceed with the native solution or invest in custom work, rather than discovering limitations after implementation had begun.
The solutions we executed
What changed after the engagement.
The client's Microsoft Dynamics system is now connected to HubSpot through a stable, configured native integration. The team can sync Accounts, Contacts, and Leads across both platforms with custom field mappings that preserve essential data from their Dynamics workflows. Marketing and sales now share a unified view of customer data in HubSpot, eliminating the need for manual updates and enabling better alignment on customer interactions and informed decision-making.
Want results like these?
Tell us where your revenue engine is stuck — we'll map the fix in one call.