Configure and run flows in the HubSpot – Microsoft Dynamics 365 CRM quickstart integration template

Additional record mapping or filter configuration is required to integrate the template’s exports and imports with your HubSpot and Microsoft Dynamics 365 CRM apps.

Note that all of your flows are disabled when first installed. After configuring the flows, you may enable them in your Flows dashboard or in Flow Builder with the Off/On toggle button. Then, run or schedule each flow.

Contents

• Overview: Understanding the HubSpot - Microsoft Dynamics 365 CRM quickstart integration template
• Install the HubSpot - Microsoft Dynamics 365 CRM quickstart integration template
•  Configure and run flows in the HubSpot Microsoft Dynamics 365 CRM integration template
  • HubSpot contacts to Microsoft Dynamics 365 CRM leads
  • Microsoft Dynamics 365 CRM leads to HubSpot contacts

HubSpot contacts to Microsoft Dynamics 365 CRM leads

This integration flow syncs HubSpot contacts as Microsoft Dynamics 365 CRM leads.

Flow details

• Export source: HubSpot
• Import destination: Microsoft Dynamics 365 CRM
• Built-in export: Get HubSpot contacts – Get all contacts from HubSpot that are modified since the last flow run time.
• Built-in output filter: filter by lastExportDateTime
• Built-in import: Import Microsoft Dynamics 365 CRM leads – Add or update leads into Microsoft Dynamics 365 CRM with emailaddress1 as the lookup identifier

Setup instructions

1. Configure the “property” record search parameters in the HubSpot export.
2. Configure the import mappings for preferredcontactmethodcode, donotphone, donotemail, donotfax in the Import Microsoft Dynamics 365 CRM leads step.

Output filter: filter by lastExportDateTime

Import mappings: Import Microsoft Dynamics 365 CRM leads

Microsoft Dynamics 365 CRM leads to HubSpot contacts

This integration flow syncs Microsoft Dynamics 365 CRM leads as HubSpot contacts.

Flow details

• Export source: Microsoft Dynamics 365 CRM
• Import destination: HubSpot
• Built-in export: Get Microsoft Dynamics 365 CRM leads – Get all leads from Microsoft Dynamics 365 CRM that are modified since the last flow run time
• Built-in output filter: Filter by lastExportDateTime
• Built-in import: Import HubSpot contacts – Add or update contacts into HubSpot with emailaddress1 as the lookup identifier.

Setup instructions

1. Configure the static mapping for hs_lead_status in the HubSpot import.

Output filter: filter by lastExportDateTime

Import mappings: Import HubSpot contacts