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  • Connect HubSpot and Microsoft Dynamics 365 CRM using TIBCO Cloud Integration


    Manoj Chaurasia

    Introduction:

    This TIBCO Cloud? Integration - Connect app queries HubSpot contacts and uses them to create leads in Microsoft Dynamics365/CRM. All of the steps in the flow are detailed in the flow itself. There are utility and functionality explanations in the description fields for each of the blocks defined in the flow.  

    IMPORTANT: Running this application modifies data in your Microsoft Dynamics 365/CRM account by adding HubSpot contacts as leads. If you do not want to alter data in your Microsoft Dynamics 365 / CRM account, best practice is to sign up for a trial version of Microsoft Dynamics 365 / CRM to use with this flow.

    Pre-Requisites:

    • A trial or paid subscription for TIBCO Cloud? Integration - Connect.
    • A trial or paid Microsoft Dynamics 365 / CRM account with permissions to create records.
    • A trial or paid HubSpot account.
    • If you are using a trial subscription to TIBCO Cloud? Integration - Connect, you should already have a Cloud Agent installed.  If not, install a Cloud Agent. See Provisioning a Cloud Agent in the help for more information.

    Step 1: Install Connectors(if not installed already)

     

    Connectors allow TIBCO Cloud ? Integration - Connect to communicate with other systems, like HubSpot.

    1. Select Marketplace from the menu bar.
    2. Apply the Connect filter in the filter section.
    3. Use the Search field to find the HubSpot Connector.
    4. Select it and click Get on the right side of the page.
    5. Use the search field to find the Microsoft Dynamics 356/CRM Connector.
    6. Select it and click Get on the right side of the page.

    Step 2: Set Up Your Connections 

     

    A Connection is the configuration of the parameters required by the Connector to communicate with a specific application.

     

    Note: If you have existing HubSpot or Dynamics 365/CRM Connections, you can use those instead of setting up new Connections. However, you will have to reassign Connections in the sample flow after installing it in your organization.

    1. From the menu bar, select Connections.
    2. Click the Create button in the upper right corner to add a new Connection. Configure the Connection fields as follows:
      • Apply the Connect filter.
      • Connector Type - Search for HubSpot and fill in the required fields.  For detailed information about connecting to HubSpot, see the HubSpot Connector help.
      • Name - Enter HubSpot.  This is the name of the Connection in the sample flow and allows the flow to locate the Connection when it is enabled.
      • Account number - Enter your assigned HubSpot account number.
    3. Select Authenticate to open the HubSpot authorization page. Select Authorize.
    4. Click Test to test your Connection and then OK to exit and save your Connection configuration.
    5. On the Connections page, click the Create button in the upper right corner to add a new Connection. Configure the Connection fields as follows:
      • Connector Type - Select Microsoft Dynamics 365/CRM. For detailed information about connecting to Dynamics 365/CRM, see the Microsoft Dynamics 365/CRM Connector help.
      • Name - Enter DynamicsCRM.  This is the name of the Connection in the sample flow and allows the flow to locate the Connection when it is enabled.
      • Deployment Type - Select the type of Microsoft Dynamics 365 /CRM deployment mode you are using.  If you are using a trial account, Online would be the most common option.
      • URL - Enter the URL you use to connect to Microsoft Dynamics 365 / CRM.
      • User ID - Your Microsoft User ID.
      • Password - Your Microsoft Password.
      • Click the browse link to find your CRM Organization.
    6. Click Test to test your Connection, and then OK to exit and save your Connection configuration.

     

    Step 3: Complete the App

    1. Go to the marketplace and select the app Hubspot to Dynamics CRM.
    2. Click the Get icon. You are redirected to the Apps page where the app can be renamed as per the requirement.
    3. Open the app.
    4. Click the flow - HubSpot Contacts -> Dynamics 365 CRM Leads flow to open it. If you created Connections with names that match the Connection names in the flow, you should not have to change anything. Note, you may need to wait for each Connector to retrieve its metadata.
      1. If a matching Connection cannot be found, a warning message displays. Select Reassign on the Gear menu when hovering over the connector to choose a replacement Connection.
      2. You can review the flow Block by Block to see the logic used to integrate the data.
      3. Comments have been added in the description part to provide more information.
      4. Click Validate, Apply, and then OK to save and close the flow.
      5. Your flow may still have the status of Incomplete. Click the shortcut menu for that flow and unlock the flow to enable it.
      6. If your flow still has the status of incomplete you may need to open the flow again and click Validate, Apply, and then OK.

     

    Step 4: Test Your App

    1. After closing the flow, wait for the App status to change from Preparing to Ready.
    2. When the status says Ready, click the RUN button at the top of the Apps page to test your App. When the App starts, the RUN button turns grey and says STOP.
    3. Click the Execution History tab to see the status of the running app. As the data is integrated, the Execution History is updated with the number of records processed. When the app is finished running, Execution History shows Completed Successfully if there were no errors.

    You have now successfully completed the application and run a HubSpot to Microsoft Dynamics 365 / CRM integration, which creates leads in Microsoft Dynamics 365 / CRM from HubSpot contacts.


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