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Rivac AI Labs
CRM/ERP & Enterprise Systems Integration

HubSpot & Dynamics 365 Integration

Sales and marketing teams live in HubSpot or Dynamics 365, but the value of an AI agent or automation depends entirely on whether it can read and write to that CRM cleanly, without duplicating contacts, breaking workflows, or firing the wrong sequence. This service builds the connective layer between your CRM and whatever AI tools you're running: enrichment agents that update records, meeting-notes bots that log activities, or lead-routing logic that respects your existing pipeline stages. We work inside HubSpot's or Dynamics 365's native automation and API surface rather than bolting on a fragile side system, so the integration survives your next CRM upgrade. The result is a CRM that AI tools treat as the single source of truth instead of a system they constantly fight.

This is a capability we deliver for you as a service, not a role we’re hiring for.

How We’d Approach This

A clear, staged plan, not a black box

These are the service-specific steps inside our six-step process.

  1. 1

    Map the CRM objects, pipelines, and existing workflows the integration needs to read or write

  2. 2

    Pilot the connection in a sandbox or test portal against a small, reversible slice of real records

  3. 3

    Review data-mapping accuracy and edge cases like duplicates, stage transitions, and ownership rules with your RevOps team

  4. 4

    Deploy the integration with monitoring and alerting, then hand over documentation for ongoing upkeep

What You Get

Deliverables from this engagement

  • A working CRM integration, API-based or native workflow, connecting your AI tools to HubSpot or Dynamics 365
  • A field- and object-mapping document showing exactly what syncs where
  • Deduplication and conflict-resolution rules configured directly in the CRM
  • Monitoring and alerting for sync failures, plus a runbook for your team

Six Ways We Could Architect This

Different engagement, different build, pick the shape that fits

There’s more than one way to deliver on this service. Browse a few of the ways we’d structure the work, depending on your speed, budget, and integration needs.

Read all 6 architectures as text

Lean Fast-Start Architecture

Setup

  • HubSpot or Dynamics Sandbox
  • API Key or App Registration
  • Object and Pipeline Mapping

Simple Sync

  • Single Object Sync Script
  • Contact Enrichment Agent
  • Activity Logging Bot

Testing

  • Test Records Batch
  • Manual Accuracy Check

Rollout

  • Small Team Pilot
  • Feedback Collected
  • Basic Documentation
  • Handover to RevOps

Cloud-Native / Managed Services Architecture

CRM Layer

  • HubSpot Native API
  • Dynamics 365 Web API

Managed Integration Platform

  • iPaaS Connector Service
  • Managed Workflow Automation
  • Field Mapping Service

Data Layer

  • Unified Contact Data Store
  • Deduplication Service
  • Pipeline Stage Sync Engine

Operations Layer

  • Sync Health Dashboard
  • Managed Alerting Service
  • Auto Retry Queue
  • Deployment and Change Log

Event-Driven & Automation-First Architecture

Triggers

  • New Lead Created
  • Webhook to Sync Engine
  • Deal Stage Changed

Automation Layer

  • Auto Field Mapping
  • Auto Enrichment Lookup
  • Auto Ownership Assignment

Conflict Gate

  • Duplicate Record Found
  • Auto Merge Rule Applied
  • Record Synced Clean

Delivery

  • Workflow Triggered in CRM
  • Notification to Sales Owner
  • Sync Log Entry

Enterprise-Grade & Compliance-Ready Architecture

Governance Layer

  • Data Ownership Policy
  • Field Sensitivity Classification
  • Change Approval Policy

Secure Integration Layer

  • Access Controlled API Credentials
  • Role Based Sync Permissions
  • Encrypted Data in Transit

Auditable Sync

  • Field Mapping Version Log
  • Sync Transaction Audit Trail
  • Conflict Resolution Log

Compliance Operations

  • Redundant Sync Failover
  • Data Retention Policy Enforcement
  • Signed Off Integration Report

AI-Augmented, Human-in-the-Loop Architecture

Data Input

  • Incoming Lead or Contact Data
  • Existing CRM Record History

AI Enrichment Layer

  • AI Enrichment and Scoring Agent
  • Draft Field Updates
  • Draft Lead Routing Decision

Human in the Loop

  • RevOps Reviewer Queue
  • Update Looks Correct
  • Reject and Retrain Rules
  • Human Approved CRM Update

Delivery

  • Written to HubSpot or Dynamics
  • Sales Rep Notification
  • Pipeline Stage Updated

Integration-Heavy / Ecosystem-Connected Architecture

Client Systems

  • HubSpot Marketing Hub
  • Dynamics 365 Sales
  • Support Desk Platform

Integration Core

  • Bidirectional Sync Engine
  • Unified Customer Record

Two Way Sync Layer

  • ERP Billing System Sync
  • Slack Notification Sync
  • Finance Reporting
  • Sales Team Channel

Shared Governance

  • Joint Review with RevOps
  • Published Data Flow Map
  • Ongoing Sync Performance Report

More in CRM/ERP & Enterprise Systems Integration

Ready to get started?

Tell us what you’re trying to get done and we’ll help you find the highest-leverage place to start, scoped small enough to prove itself before you commit to anything bigger.

Talk to us about HubSpot & Dynamics 365 Integration

Most engagements like this start as a $500–$2,500 pilot, see full pricing.

Questions? Book a free call