HubSpot and MS Dynamics integration for Remote patient monitoring services provider

  • February 2, 2026
  • Girikon
Background

A pioneering diagnostic services company extending eye disease management from the clinic to the home. By applying AI-driven data interpretation to large volumes of patient-generated data, the organization enables precision medicine and personalized, on-demand treatment regimens based on real disease activity rather than fixed clinical schedules.

The Challenge 

  • Manual Data Imports: Contacts were manually uploaded into HubSpot, creating inefficiencies and delays.
  • Complex Data Relationships: Intricate associations made data imports and segmented list creation difficult for marketing teams.
  • Disconnected Platforms: Marketing and sales operated on separate systems, impacting data accuracy and alignment.
  • Integration Limitations: Extensive customizations in Microsoft Dynamics CRM prevented standard integration tools from syncing required data.
Products Used

  • HubSpot
  • Microsoft Dynamics 365 Integration App
  • Azure Functions
  • Node.js
  • Microsoft Dynamics CRM
Approach and Key Features

Process Mapping: Designed detailed end-to-end process flows for marketing and sales activities to align teams and systems.

Data Discovery & Modeling: Identified and aligned critical properties required for cross-system synchronization while preserving ERP and CRM continuity.

Data Migration: Executed data migration using a combination of scripted logic and native integration capabilities to ensure accuracy and completeness.

Custom Bi-Directional Integration: Built a custom synchronization layer between Microsoft Dynamics and HubSpot using scheduled jobs and Operations Hub custom code, ensuring near real-time data alignment and system reliability.

The Result

Unified Data Visibility: Improved access to accurate, real-time data for teams and leadership.

Higher Data Quality & Efficiency: Strong error handling and reduced manual effort through automation.

Advanced Marketing Segmentation: Enabled marketers to create complex, association-based segmented lists with confidence.

Single System of Engagement: Brought sales and marketing teams onto a unified platform, improving collaboration and operational alignment.

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