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Microsoft Dynamics 365 to HubSpot Integration

Business Overview

Build-a-Hut (pseudo name) provides temporary, permanent, and portable building options specific to customer requirements.

Challenge

Build-a-Hut was a Microsoft Dynamics 365 user. They used it as their primary Customer Relationship Management (CRM) system. They aimed to retain Dynamics 365 in their workflow while incorporating HubSpot to enhance their business processes. Specifically, they needed:

• Leads from Dynamics 365 will become contacts in HubSpot.
• Sales orders from Dynamics 365 are to become Deals in HubSpot.
• Advanced features offered by HubSpot that were not available in Dynamics 365 include segmentation, territory management, lead scoring, customizable reports, customer journey mapping, and many more.

Solution

The HubSpot integration team at Computan developed Laravel middleware to facilitate seamless data transfer between Microsoft Dynamics 365 and HubSpot. This integration allowed Build-a-Hut to leverage the strengths of both platforms without disrupting their existing workflows.

Results

By integrating Dynamics 365 with HubSpot, Build-a-Hut significantly enhanced its CRM capabilities. The transition allowed its team to better nurture and delight its leads and customers through HubSpot.

Conclusion

The successful integration of Dynamics 365 with HubSpot enabled Build-a-Hut to improve its customer relationship management, ultimately driving better business outcomes. The custom Laravel middleware developed by Computan’s HubSpot integration professionals ensured a smooth and efficient data transfer, demonstrating Computan's ability to provide tailored solutions to meet specific client needs.

Computan team involved in the Project

Integration Developer:  Tameem Ahmad

Team Lead: Huzaifa Ahmad

Project Manager: Rashed Ali