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In the third part of the Power Automate and HubSpot Integration Series, Devin Knight focuses is on how to effectively load opportunities from Dynamics into HubSpot as deals. This segment addresses shortcomings found in HubSpot's built-in integration tool and offers a custom integration solution using Power Automate.
Setting Up Power Automate Flow:
Connecting Dynamics to HubSpot:
Capturing and Sending Contact Information:
Checking for Existing Contacts in HubSpot:
Conditionally Creating Contacts and Deals:
Creating Contacts and Deals in HubSpot:
Managing Potential Issues and Refreshes:
Finalizing the Integration Process:
This tutorial underscores the versatility of Power Automate in customizing integrations between Dynamics and HubSpot. It illustrates a detailed method to synchronize opportunities with deals, enhancing the understanding of marketing effectiveness and sales data correlation. The integration not only addresses the limitations of HubSpot's native tool but also opens up possibilities for more tailored solutions using Power Automate and HubSpot's APIs.
Don't forget to explore our previous videos for a deeper understanding of Dataverse and HubSpot integration. Pragmatic Works also offers a wide range of content exploring various other Microsoft applications, such as: Power BI, Power Automate, Excel, etc. A great way to access this content is by signing up for the Pragmatic Works' on-demand learning platform.
ABOUT THE AUTHOR
Devin Knight is a Microsoft Data Platform MVP, Microsoft Certified Trainer, and President of Pragmatic Works. He focuses on driving adoption of technology through learning. He is an author of nine Power Platform, Business Intelligence, and SQL Server books. He has been selected as a speaker for conferences like Power Platform Summit, PASS Summit, SQLSaturdays, and Code Camps for many years. Making his home in Jacksonville, FL Devin is a contributing member to several local user groups.
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