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Rivac 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.

How We’d Approach This

A clear, staged plan — not a black box

  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.

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