This paper will provide technical guidance and considerations for integrating the HubSpot marketing automation system with a CRM system. Although we’ll be using specific examples of integrating HubSpot with the Microsoft Dynamics 365/ CRM system, the scenarios and procedures explained in this paper can be applied to most projects regardless of the marketing automation and CRM systems.
By integrating these systems, you can expect:
- Leads will be delivered automatically to Sales in a near real-time manner.
- Marketing will have visibility into which leads turn into opportunities and sales.
- Data in the CRM system can be used to improve marketing results.