HubSpot Consolidation & Dynamics 365 Integration
Budget: ₹600 – ₹1,500 INR
We are seeking a consultant with specialized expertise to lead a two-phase project:
Phase 1 – HubSpot Instance Consolidation
Migrate and merge data from two existing HubSpot portals into a single, unified instance. This phase involves extensive data cleansing, mapping, and transformation to ensure data integrity and consistency in the target environment.
Phase 2 – Unified HubSpot & Dynamics 365 Integration
Design and implement a robust, automated integration layer between the newly consolidated HubSpot instance and our existing Microsoft Dynamics 365 CRM. Key objectives include:
Automating the flow from qualified leads in HubSpot to opportunity creation in Dynamics CRM.
Enabling comprehensive bidirectional data synchronization for key entities (Contacts/Leads, Companies/Accounts, Deals/Opportunities).
Ensuring data availability to support marketing attribution reporting.
Required Skills & Experience:
Proven track record of leading HubSpot-to-HubSpot data migration projects involving complex data merging and transformation.
In-depth knowledge of HubSpot’s data model, APIs, object associations, and automation features.
Extensive experience integrating HubSpot with Microsoft Dynamics 365 CRM.
Proficiency in integration approaches, including the HubSpot native connector, iPaaS platforms (e.g., Microsoft Power Automate, Workato), or custom API solutions.
Expertise in data mapping, cleansing, and designing ETL/data transformation processes for CRM systems.
Ability to architect and configure automated workflows across both HubSpot and Dynamics 365 (e.g., triggering events in one system based on actions in the other).
Strong understanding of data requirements for marketing attribution and how to structure CRM data flows to support accurate reporting.
Excellent technical documentation skills.
Phase 1 – HubSpot Instance Consolidation
Migrate and merge data from two existing HubSpot portals into a single, unified instance. This phase involves extensive data cleansing, mapping, and transformation to ensure data integrity and consistency in the target environment.
Phase 2 – Unified HubSpot & Dynamics 365 Integration
Design and implement a robust, automated integration layer between the newly consolidated HubSpot instance and our existing Microsoft Dynamics 365 CRM. Key objectives include:
Automating the flow from qualified leads in HubSpot to opportunity creation in Dynamics CRM.
Enabling comprehensive bidirectional data synchronization for key entities (Contacts/Leads, Companies/Accounts, Deals/Opportunities).
Ensuring data availability to support marketing attribution reporting.
Required Skills & Experience:
Proven track record of leading HubSpot-to-HubSpot data migration projects involving complex data merging and transformation.
In-depth knowledge of HubSpot’s data model, APIs, object associations, and automation features.
Extensive experience integrating HubSpot with Microsoft Dynamics 365 CRM.
Proficiency in integration approaches, including the HubSpot native connector, iPaaS platforms (e.g., Microsoft Power Automate, Workato), or custom API solutions.
Expertise in data mapping, cleansing, and designing ETL/data transformation processes for CRM systems.
Ability to architect and configure automated workflows across both HubSpot and Dynamics 365 (e.g., triggering events in one system based on actions in the other).
Strong understanding of data requirements for marketing attribution and how to structure CRM data flows to support accurate reporting.
Excellent technical documentation skills.