CRM integration: Salesforce, Microsoft Dynamics & HubSpot
Your CRM should be the single view of every customer, from first conversation to final invoice. We integrate Salesforce, Microsoft Dynamics and HubSpot with finance, project and collaboration tools so sales, delivery and finance all work from the same data.
At a glance
- Salesforce REST, Bulk API and Platform Events
- Microsoft Dataverse Web API
- HubSpot CRM APIs and webhooks
- Account matching and de-duplication rules
Backed by over 20 years of hands-on integration experience.
What we connect
Quote to cash
Turn closed deals into customers, contracts and invoices in Sage Intacct or QuickBooks automatically.
CRM to delivery
Create projects in your PPM or delivery tools when deals are won, with the right scope and budget.
CRM migrations
Move between Salesforce, Dynamics and HubSpot, or run them side by side, without losing history or relationships.
Collaboration tools
Keep contacts and activity aligned with Google Workspace and the other tools your teams use every day.
Problems we solve
- Sales orders re-keyed into finance
- Finance with no view of the pipeline
- Duplicate accounts and contacts across systems
- Migrations that lose history, owners or relationships
- Delivery teams learning about new projects too late
How it's built
We work with Salesforce's REST and Bulk APIs and Platform Events, the Dataverse Web API for Microsoft Dynamics 365, and HubSpot's CRM APIs and webhooks. Matching and de-duplicating accounts across systems is where most CRM integrations go wrong, so we design that first.
Every integration comes with monitoring, alerting and documentation, so your team can see it working and keep it running after handover.
It can run in your own environment at no extra cost, or be hosted by us in a UK, EU or USA data centre of your choice, priced by data volume from £60 a month.
Questions
Yes. We plan the data model, migrate history and relationships, and keep integrations running through the cutover.
Whatever suits your volumes, budget and team. Simple flows can be built directly; larger estates often benefit from an iPaaS platform.
Yes, including older on-premises versions as well as Dynamics 365 online.
Talk through your Salesforce, Dynamics & HubSpot integration
Book a free one-hour consultation. We'll look at your systems and goals and give you an honest view of the options, with no obligation.
Book a free call