Earlier I wasn’t known how to integrate HubSpot to Dynamics 365 then I started deep diving into it and got to know there are various methods to do it. These methods are mentioned as below:
- HubSpot Integration to Dynamics 365 using Zapier
- HubSpot Integration to Dynamics 365 using Logic Apps (In my next blog series.)
Here I will tell you the detailed steps to integrate HubSpot to Dynamics 365 Customer Engagement using Zapier. Zapier is a web automation app and allows HubSpot to connect with several other 1000’s application and technology. With Zapier I will build Zaps which will automate the process.
Prerequisites: Dynamics 365, HubSpot Instance, Zapier login account
Objective: Contact will be created in Dynamics 365 CE on creation of contact in HubSpot.
Section 1: Connection with Zapier
#1: Login to https://www.hubspot.com and click on Log in (If You don’t have HubSpot instance, create free trial version of it. (Refer https://derivingdynamics.home.blog/2019/06/09/how-to-subscribe-hubspot-trial-version/)