HubSpot CRM & Microsoft Dynamics Overview & Comparison

Platform

SSO

Y

Y

Y

Campaigns

Y

Y

Y

Ad Library

Y

Y

Y

Segment Creation via CRM Account List

Y

Y

N

Segment Creation via CRM report

Y

N

N

Segment CRM Filters

Y

Y

Y

Attended/registered Events/Webinar

Y

N

N

Form fill, email open/click

Y

Y

Y

Known page visit

Y

Y

N

Segment Analytics

Y

Y

Y

Account Details Page

Y

Y

Y

Alerts (All)

Y

Y

Y

Orchestration

Push Segment Name
(available with Core Platform)

Y

Y

Y

Enrich Records: Leads, Contacts, and Accounts

Y

Y

Y

Create New Accounts

Y

Y

Y

Acquire New Contacts

Y

Y

Y

Add Audience

Y

Y

Y

Match Leads to Accounts

Y

Y

Y

Convert Leads to Contacts

Y

Y

N

Score Exports

Y

Y

Y

Add New Contacts from Email

Y

Y

Y

Advanced

Scoring of Accounts, Contacts & Leads

Y

Y

Y

Sales Intelligence iFrame

Y

Y

Y

iFrame – Account Details

Y

Y

Y

iFrame – 6sense Dashboard

Y

Y

Y

iFrame – View on LinkedIn/SalesNav

Y

Y

Y

iFrame – Add to Outreach

Y

Y

Y

iFrame – Add to Salesloft

Y

Y

Y

iFrame – Purchase Contacts

Y

N

N

iFrame – No longer with company

Y

N

N

Segment Analytics

Y

Y

Y

Sandbox Connection

Y

N

N

Segment Performance Report

Y

Y

Y

Funnel Insights

Y

Y

Y

Usage Reporting

Y

Y

Y

Value Reporting

Y

Y

Y

Model Performance Reporting

Y

Y

Y

Add-Ons

Pipeline Intelligence

Y

N

N

SFE – MID Only

Y

Y

Y

SFE – CRM ID

Y

Y

Y

HubSpot uses a different set of names for some objects.

Account = Company

Opportunity = Deal

HubSpot does not have the concept of a “Lead”

HubSpot simply has Contacts that go through various states. There is not a way to change a “Lead” to a “Contact”, because “Leads” do not exist

HubSpot does not have CampaignMember

Hubspot and Salesforce have very different way of handling the contacts/leads to campaign relationships. Currently 6sense does not support the Hubspot method so features that depend on that relationship will not be supported, please see the table below for details

Dates in HubSpot are in UNIX formatted timestamps in milliseconds

Keep in mind for segment filters etc.

Sales Intelligence iFrame & 6sense Dashboards

“Purchase Contact info” and “No Longer With the Company” actions are not yet available

C2A Orchestration

Match Contacts to Accounts (rather than Leads)

L2C Orchestration

HubSpot does not have the concept of Leads, so this Orchestration will not exist

Sandbox

HubSpot CRM Sandbox connection not supported

Pipeline Intelligence

Pipeline Intelligence cannot ingest HubSpot CRM data at this time

Segment creation via CRM Account List and CRM Report

HubSpot CRM does not provide any API for 6sense to sync CRM Account Lists or CRM Reports

Segment filters that depend on Campaign Member are not available

These “Attended” events will always be 0 in the Segment reports

Dynamics CRM is called the ‘Sales Hub’ for companies, within the Microsoft suite of applications.

Dynamics is one of many applications Microsoft sells tied to its Power Apps platform, tied to individual’s company Microsoft Accounts.

Set-Up for Integration is more involved

The set-up process for Dynamics is more involved than Salesforce. Requiring specific App User permissions, in addition to a system user, long-form secrets to be inserted, etc.

Activities Table is comprised of several tables, but displayed as one in DCRM

Task, Email, Phone Call data must be merged, Appointment Table is equivalent to Events.

Sales Intelligence iFrame

“Purchase Contact info” and “No Longer With the Company” actions are not yet available

Sandbox

Dynamics 365 Sandbox connection not supported

Pipeline Intelligence

Pipeline Intelligence cannot ingest Dynamics CRM data at this time

Segment creation from CRM Report

Dynamics does not provide any API to allow 6sense to sync data from CRM Reports

Record IDs do not have a prefix.

Account, Contact and Lead IDs do not have a structured prefix like Salesforce.

IDs for activities stored in single field.

Unlike Salesforce where IDs tied to tasks are separated into ‘whoid’ and ‘whatid’ for related records, the Activity tables in DCRM are stored in a single field, regardless of the activity being tied to Accounts, Contacts, or Leads.

Option Set Fields Stored as IDs, not readable text

E.g. Industry field selection could display “Technology” but the schema_name will provide “930,000,037”.