Dynamics to HubSpot · Shani Wolf, HubSpot, monday & Amplemarket partner
FromDynamics to HubSpot, up to SQL
You pay for HubSpot Pro and use it for website forms, while lead management lives in Dynamics. The migration moves the leads to HubSpot, from the form to the point where sales takes over, and leaves Dynamics doing what it does well. Three stages, with a plan before you commit.
Who it's for
Three situations I keep meeting
HubSpot Pro for forms only
A full license at 10% utilization. Leads drop into Dynamics and disappear there. The decision: HubSpot owns the lead up to SQL.
The common caseDynamics because it's Microsoft
Everything runs on Microsoft 365, so the CRM does too. But marketing needs automation, scoring and reports. HubSpot connects to Outlook and Teams just like Dynamics does.
Alongside DynamicsSomeone has to run the portal
After the migration, a fixed number of hours a month: automations, reports, the team's questions. A block of hours with the person who built it.
Ongoing supportDiscovery and plan, implementation, support
Stage one: discovery and a migration plan, at a fixed price. At the end you know the implementation scope and its price, before you commit. Stage three: ongoing support or a block of hours, only if you need it.
- What moves from Dynamics and what stays there
- The lead path: form → scoring → nurturing → SQL → sales
- The connection between the systems, and who owns each field
- Implementation scope and price, in numbers
How does it work?
From forms only to full lead management, in a quarter
Discovery
Who works where, and what really has to movePlan
Scope, price, timelineBuild
Leads, scoring, nurturing, handoff at SQLConnect
Dynamics gets what it needs, nothing moreSupport
Fixed hours, or the team runs it alone
Frequently asked questions
Why not just work in Dynamics?
What does the discovery and plan stage cost?
What does support after the migration include?
We're a Microsoft 365 organization. Does this work?
Last updated: October 2026
Written by
15+ years in B2B marketing, from global enterprises to high-growth startups. I get into the systems, the data and the automations and build and fix them myself, so the marketing budget turns into a predictable, measurable revenue engine.