Sync customer records, order data, and financial insights between your Microsoft ERP and HubSpot CRM automatically. Stop manually exporting account lists, updating deal values from invoices, or chasing down order status across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Keep credit limits, payment terms, outstanding balances, and account status synchronized from Dynamics 365 to HubSpot company properties. Sales reps see real-time financial health without logging into your ERP, and finance teams maintain a single source of truth.
Automatically provision new customer accounts in Dynamics 365 when HubSpot deals reach closed-won status. Redbird maps contact details, billing addresses, and custom fields to the correct Dynamics entities, eliminating manual data entry between sales and finance.
Replace estimated deal values with actual invoiced amounts once orders are processed in Dynamics 365. Your revenue reporting in HubSpot reflects real financial data, and sales forecasts become more accurate over time as Redbird learns adjustment patterns.
Trigger HubSpot tasks or notifications when customer accounts become past due in Dynamics 365. Account managers can proactively reach out before small issues become collection problems, with full payment history context pulled into the CRM timeline.
Surface complete purchase history, favorite product categories, average order values, and seasonal buying patterns from Dynamics 365 directly in HubSpot contact records. Marketing and sales teams personalize outreach based on actual buying behavior, not just CRM activity.
Build unified dashboards that show HubSpot's forecasted pipeline alongside actual bookings, shipments, and collections from Dynamics 365. Finance and sales leadership see one version of the truth, with AI-powered reconciliation highlighting discrepancies between systems.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and HubSpot with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands both Dynamics 365's complex entity relationships and HubSpot's flexible CRM schema, so your automation works with your specific business logic and custom fields.
Redbird reads your Dynamics 365 Account, Contact, Sales Order, and Invoice structures alongside your HubSpot Companies, Contacts, and Deals configuration. It identifies matching records across systems even when naming conventions differ, maps custom fields intelligently, and handles Dynamics' parent-child account hierarchies in HubSpot's company structure. When you add custom properties or change your data model, Redbird adapts without rebuilding integrations.
faster than building custom Dynamics-HubSpot integrations with Power Automate or middleware
Redbird can pull from Dynamics 365 and HubSpot simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Dynamics 365 or HubSpot.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Dynamics 365 into HubSpot, or from HubSpot back into Dynamics 365. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start workflows from any customer event in Dynamics 365 or HubSpot, then update either system with intelligent context.
Fire when customer accounts are added or modified in Dynamics 365, including credit limit or payment term changes.
Trigger when orders move through fulfillment stages like confirmed, shipped, or invoiced.
React to new invoices or when customer payments are recorded against outstanding balances.
Provision new accounts or modify existing customer records with billing details and credit terms.
Generate quotes or sales orders in Dynamics with line items, pricing, and customer references.
Write custom field values, ownership assignments, or relationship data back to Dynamics entities.
Fire when deals move through your pipeline, especially to closed-won or closed-lost stages.
Trigger when new companies or contacts enter HubSpot from forms, imports, or manual entry.
React when specific fields change, like account tier, contract renewal date, or engagement score.
Write financial data, order status, or custom attributes to HubSpot records with full history tracking.
Assign follow-up tasks to account owners or trigger internal notifications based on ERP events.
Modify deal values with actual invoice amounts or move deals based on order fulfillment status.
See how Redbird syncs Dynamics 365 and HubSpot with intelligent automation that understands your ERP and CRM data structures. Build your first workflow in minutes, not weeks.