Install the HubSpot – Microsoft Dynamics 365 CRM quickstart integration template

You can install the Hubspot – Microsoft Dynamics 365 CRM quickstart template from the integrator.io Marketplace (U.S. | EU).

Before you install

A. Create your Celigo iPaaS account

Sign up for an integrator.io account with administrative access.

Install the HubSpot – Microsoft Dynamics 365 CRM quickstart integration template

From the HubSpot Marketplace options, select the Microsoft Dynamics 365 CRM template and select Preview.

1. Select the Marketplace menu in integrator.io.
2. Review the template’s contents and the ReadMe file, and select Install to begin.

Set up the connections and integrate with Microsoft Dynamics 365 CRM

Next, you’re presented with setup options for HubSpot and Microsoft Dynamics 365 CRM.

Connect to HubSpot

Select Configure to establish the HubSpot connection. If you already have a connection to HubSpot, select it from the list. Otherwise, select Set up new connection and provide your HubSpot account credentials for OAuth 2.0 or token-based authentication.

Select Save & close to test the connection and return to the template installation.

Connect to Microsoft Dynamics 365 CRM

Select Configure to establish the Microsoft Dynamics 365 CRM connection. If you already have a connection to Microsoft Dynamics 365 CRM, select it from the list. Otherwise, select Set up new connection and provide your Microsoft Dynamics 365 CRM environment credentials.

Select Save & close to test the connection and return to the template installation.

Get started with the quickstart template

Now that you’ve installed this quickstart template in your integrator.io account, understand how to configure and run your flows:

• To familiarize yourself with the integration tile, refer to Understand how to use your integration tile.
• To know more about how to schedule or run a flow, refer to Schedule data flows.
• To know how to use the flow-dashboard, refer to Understand your dashboards.
• To understand template management, refer to Delete or restore a quickstart integration template.