Integrating D365 & HubSpot for Better Marketing - Manufacturing Industry

Industry & Challenge

A metals and mining business in the manufacturing industry specializing in stainless steel, nickel alloy, and titanium plate products needed better visibility into CRM data within HubSpot to optimize marketing efforts. Their marketing team struggled with incomplete customer insights, making it difficult to run effective campaigns. Without a real-time connection to Dynamics 365, marketing efforts were disconnected from key customer interactions.

Solution Provided

TrellisPoint implemented a two-phase integration to bridge the gap between Microsoft Dynamics 365 and HubSpot:

1. One-Time Data Migration:

   • Used SQL Server Integration Services (SSIS) and KingswaySoft to transfer existing Dynamics 365 data into HubSpot, ensuring historical records were available for marketing teams.

2. Ongoing Data Synchronization:

   • Leveraged Power Automate and the HubSpot API to establish a real-time integration that updates HubSpot when records are created, updated, or deleted in Dynamics 365.
   • Ensured marketing teams always have accurate, up-to-date insights for targeted campaigns.

By eliminating manual data exports and providing a seamless data sync, TrellisPoint improved marketing effectiveness while reducing administrative overhead.

Results & Impact

• Real-Time Data Sync: Marketing now has immediate access to key CRM data in HubSpot.
• Enhanced Customer Targeting: Better insights enable more personalized marketing campaigns.
• Eliminated Manual Work: Automated integration removes the need for manual data transfers.
• Improved Cross-Team Collaboration: Sales and marketing teams now operate with a shared, accurate data source.

Lessons & Takeaways

• Disconnected CRM and marketing platforms limit engagement and targeting.
• Real-time data sync improves marketing precision and sales alignment.
• Power Automate and APIs offer a scalable, cost-effective way to integrate key business applications.

By seamlessly connecting Dynamics 365 and HubSpot, TrellisPoint helped this metals and mining manufacturer unlock data-driven marketing and streamline customer engagement.

Connecting Dynamics 365 & HubSpot for Marketing Efficiency FAQ

Why did the company need Dynamics 365 data in HubSpot?

Without access to CRM insights, the marketing team lacked visibility into customer interactions, making it difficult to create effective, personalized campaigns.

What tools were used to integrate Dynamics 365 and HubSpot?

• SSIS + KingswaySoft for the initial data migration.
• Power Automate + HubSpot API for real-time data updates.

How does the ongoing data synchronization work?

When customer records are created, updated, or deleted in Dynamics 365, Power Automate instantly updates HubSpot, ensuring marketing has access to the latest CRM data.

How did this integration improve marketing efforts?

• Improved customer targeting through access to real-time data.
• Reduced manual work by eliminating the need for data exports.
• Enhanced cross-team collaboration between sales and marketing.

What long-term benefits does this integration provide?

• Scalability: The integration grows with the business.
• Data accuracy: No more outdated or duplicated records.
• Operational efficiency: Sales and marketing teams work with a single source of truth.

Can this solution work for other industries?

Yes! Any company using Dynamics 365 and HubSpot can benefit from this seamless data integration to improve marketing and sales alignment.