Keep new HubSpot contacts available in Dynamics 365
A new HubSpot contact can become a Dynamics 365 contact without a manual copy-and-paste step.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Copying contact details between CRMs takes time and makes it easy to miss a new person who needs follow-up.
- Reduce manual contact entry across CRMs.
- Keep new contacts visible in the Dynamics 365 workflow.
- Get a run report when the automation executes.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to create a Dynamics 365 contact from each new HubSpot contact, using available contact details.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real new contact and review the run report.
Questions about this workflow
Does this copy every HubSpot contact field?
Ask Notis to use the available contact details. The workflow can only use information supplied by the trigger or otherwise available to Notis.
Will it check for an existing Dynamics 365 contact first?
The listed actions do not include a contact lookup, so this workflow should not be treated as a duplicate-prevention process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dynamics365. A trigger fires from one place; an action lands in another.
Hubspot triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Contact Created Trigger
Contact Created Trigger
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Hubspot and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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