Would you like to have consistent and accurate customer data in HubSpot and Dynamics 365 F&O at all times without any IT projects? That’s exactly what MARINI is for.
With MARINI, the integration of HubSpot and Dynamics 365 F&O is ready to use in just a few days and grows flexibly with your requirements.
And the best part: we handle the integration for you. Our experts set up your HubSpot Dynamics 365 F&O interface on your behalf or together with your team.
Important note: The video shows the integration of HubSpot with SAP C4C. Of course, connecting to HubSpot with Dynamics 365 F&O and many other systems is also possible.
HubSpot is the customer platform for marketing, sales, and service. It generates leads, nurtures relationships, and drives deals forward. Dynamics 365 Finance & Operations (F&O) is Microsoft’s enterprise ERP for financial management, supply chain, and manufacturing. This is where orders, invoices, and financial truth originate.
The HubSpot Dynamics 365 Finance & Operations integration connects these two worlds. Customer data, product information, and transactions flow automatically between marketing, sales, and finance. No manual data entry, no data silos, no surprises at month-end.
Connecting CRM and ERP opens doors that were previously closed. Here are the most common scenarios companies implement with the HubSpot Dynamics 365 F&O connector:
Automate lead to cash end-to-end. From the first website visit through the qualified lead to the paid order: the entire process runs on defined rules. Status changes in HubSpot trigger actions in F&O, and vice versa. The result: shorter cycle times and a pipeline you can trust.
Create new customers from HubSpot directly in F&O. As soon as a deal is won, customer data flows validated into the ERP. Duplicate checking, required fields, and partner roles are handled automatically. Your finance team no longer has to wait for master data.
Synchronize products and prices from F&O. Your sales team works with real prices from the ERP. Product masters, price lists, and customer-specific conditions are automatically up to date in HubSpot. No more quotes with outdated pricing.
Make invoice and payment status visible in the CRM. Open items, payment receipts, and dunning status are visible directly in the HubSpot record. Sales and customer success can proactively inform customers without having to check with finance first.
Synchronize order and delivery status. When was the order placed? When was it delivered? When was it paid? This information from F&O appears automatically in the HubSpot timeline. Your team is always in the loop.
Establish master data management. With golden records and unique IDs, you always know which system is responsible for which data. Changes are synchronized without creating conflicts.
Many additional scenarios are possible beyond these. The integration grows with your requirements.
The use cases on this page are not theoretical, but implementing them requires experience. You can set up integration and data management yourself through MARINI’s no-code interface, or have our team configure it for you. For implementation in your systems, we work collaboratively with you and your service providers. If you don’t yet have a suitable service provider, we’re happy to recommend an appropriate partner from our network.
Andreas Gozian, Chief Sales Officer at MARINI
Country Lead Germany & Director Corporate DACH at HubSpot Inc.
MARINI serves as a crucial partner, perfectly extending HubSpot’s capabilities for companies with complex system landscapes. Through seamless integration of SAP, legacy systems, and diverse data sources, we collectively create a true single source of truth. Particularly valuable: Our mid-market customers can retain their established IT structures while still leveraging HubSpot’s full power – with clean data, automated processes, and a 360-degree customer view that delivers measurable business results.
Principal Enterprise Account Executive DACH at HubSpot Inc.
With MARINI, our customers can get started quickly and easily, implementing their first integrations in the shortest possible time. At the same time, the platform offers the flexibility to gradually map even very complex use cases step by step. This enables us to seamlessly integrate HubSpot even in the most demanding system landscapes and deliver real added value for our customers.
Principal Partner Manager & Team Lead at HubSpot Inc.
For us at HubSpot, integrations with ERP systems like SAP S/4HANA are a daily topic. With MARINI, we have found a reliable partner for this. The connection between HubSpot and SAP S/4HANA is just one of the projects where we have brought customers to success through excellent collaboration.
For: C-Level, Executive Management, Business Development
A reliable pipeline for better forecasts. When CRM and ERP run in sync, your forecasts are based on real numbers. You see not only what sales expects, but also what finance has already booked. This makes quarterly reviews considerably less stressful.
Faster cash cycle. Fewer days pass between winning a deal and receiving payment. Automated handoffs eliminate delays between departments. This has a direct impact on your cash flow.
Scalability without headcount increases. More customers do not automatically mean more manual work. The integration supports your growth without constantly hiring new people for data entry.
For: Marketing, Sales, Customer Success, Operations
Marketing finally sees the ROI. Which campaign actually drove revenue? By connecting HubSpot campaigns with F&O invoice data, marketing attribution becomes measurable. Budget discussions gain a new foundation.
Sales knows the customer history. Before a call, you can see whether invoices are outstanding, when the last delivery arrived, and which products the customer has purchased. This makes every interaction more relevant.
Customer success responds proactively. When an order is delayed or a payment is overdue, you find out immediately. This allows you to inform customers before they complain.
Operations has fewer fire drills. No more missing master data, no duplicate customers, no discrepancies between systems. Daily operations become more predictable.
For: IT, Development, System Architects, Admins
Standardized APIs instead of custom builds. HubSpot offers REST APIs with OAuth 2.0, Dynamics 365 F&O uses OData and Data Entities. MARINI connects both systems via these standard interfaces without requiring you to write code.
On-premises and cloud equally supported. Many organizations run Dynamics 365 F&O on-premises or in a private cloud. MARINI can securely connect environments without requiring any installation within the F&O system.
Full control over mapping. You determine which fields synchronize where. You define transformations, validations, and conflict rules yourself. When requirements change, you adjust the mapping accordingly.
Monitoring and logs for when things go wrong. Every synchronization is logged. You receive alerts when errors occur. This means you always know what happened and can respond quickly.
Business-critical data deserves maximum reliability. At MARINI, security isn’t an add-on—it’s our lived standard. Our security architecture at a glance:
This keeps your central data infrastructure stable, protected, and scalable at all times. Together, we’ll find the right integration and tailor it precisely to your requirements.
The integration typically includes Contacts, Companies, and Deals from HubSpot, as well as Customers, Products, Sales Orders, Invoices, and Inventory from Dynamics 365 F&O. Depending on the use case, Custom Objects, Activities, and additional entities can also be included.
Yes. Dynamics 365 F&O is frequently deployed on-premises or in private clouds. MARINI can securely connect these systems. No installation within the F&O system is required.
The native HubSpot connector is primarily designed for Dynamics 365 Sales and only synchronizes standard objects. It does not support complex field types and only allows synchronization of one object at a time. MARINI provides full control over all fields, Custom Objects, complex transformations, and bidirectional real-time sync.
With functioning access credentials and clear requirements, an initial setup is often possible within a few days. More complex scenarios involving multiple objects and transformations require additional time accordingly. MARINI offers full-service or co-creation, depending on how much you want to handle yourself.
All HubSpot Hubs are supported: Marketing Hub, Sales Hub, Service Hub, Operations Hub, Content Hub, Commerce Hub, and Data Hub. The integration uses the unified HubSpot API, so all Hubs can be connected through the same interface.
You define which system is authoritative for which data fields. When conflicts occur, the rules you have established apply: for example, “most recent change wins” or “ERP is always authoritative for pricing.” Logs document all synchronizations, allowing you to trace conflicts and correct them if necessary.
For the digital marketing of our dairy products, we successfully leverage the high-performance, flexible, and sustainable MARINI integration platform.
With MARINI, we use a reliable interface between our existing ERP system and HubSpot. The data exchange works seamlessly and delivers tangible added value in our day-to-day operations. We are particularly impressed by the platform’s clear structure as well as the direct and straightforward communication with the support team.
Data is only the gold of the digital age when it is integrated and consistently translated into decisions. That is exactly what MARINI stands for: we connect data sources, make data actionable, and enable purpose-driven, model-based analytics—fully aligned with the principles of Robotic Selling.
We support you in integrating HubSpot and Dynamics 365 F&O. Personalized. Tailored to your goals.
