The attached Map queries HubSpot contacts and uses them to create leads in Microsoft Dynamics365/CRM. Follow the instructions in this article to download and import the Map and then run it to see how it migrates your data.

IMPORTANT: Running the attached Map 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 Map.



Requirements

• A trial or paid subscription for TIBCO Scribe Online.
• 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 Scribe Online, 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

Connectors allow TIBCO Scribe Online to communicate with other systems, like HubSpot.

1. Select Marketplace from the menu bar.
2. Use the Search field to find the HubSpot Connector.
3. Select it and click Install on the right side of the page.
4. Use the Search field to find the Microsoft Dynamics 356/CRM Connector.
5. Select it and click Install 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 Map after importing it. 

1. From the menu bar, select More > Connections.
2. Click the + in the upper right corner to add a new Connection. Configure the Connection fields as follows:
   • Connector Type - Select 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 Map and allows the Map to locate the Connection when it is imported.
   • 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 + 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 Map and allows the Map to locate the Connection when it is imported.
• 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.

6. Click Test to test your Connection, and then OK to exit and save your Connection configuration.

Step 3: Create A Solution

Solutions contain an Agent, mapping instructions, and Connection information. These objects function in concert to move data from one datastore to another.

1. Select Solutions from the Menu.
2. On the Solutions page, click the + in the upper right corner and select Integration as your Solution type.
3. Click New Solution at the top of the page and modify it to make the name “HubSpot-Dynamics 365/CRM”.

Step 4: Import the Sample Map

A Map is a visual representation of the instructions needed to integrate your data. 

1. Download the Sample Map attached to this article. It should download to your default downloads location or ask you where to save it.
2. In the new Solution you just created, HubSpot-Dynamcis365/CRM, select the menu in the Maps section.
3. Choose Import Maps.
4. In the Import dialog select Choose File and browse to the HubSpotDynamics365CRMMaps.json file you downloaded.
5. Click the file and select Open to import the Map. Note that the Map name starts with Imported-.
6. Click Close.

Step 5: Complete the Map

Imported Maps are always marked as Incomplete.  To enable the Map, you need to open it and verify that there are no errors.

1. Click the Imported - HubSpot Contacts -> Dynamics 365 CRM Leads Map to open it. If you created Connections with names that match the Connection names in the Map, you should not have to change anything. 
2. If a matching Connection cannot be found, a warning message displays in the Connections panel on the Map workspace. Select Reassign on the Gear menu  to choose a replacement Connection.
3. You can review the Map Block by Block to see the logic used to integrate the data.
4. Click Apply and then OK to save and close the Map.

Step 6: Test Your Solution

1. After closing the Map, wait for the Solution status to change from Preparing to On Demand.
2. When the status says On Demand, click the RUN button at the top of the Solution page to test your Solution. When the Solution starts, the RUN button turns red and says STOP.
3. Scroll down to the Execution History section to see the status of the running Map. As the data is integrated, the Execution History is updated with the number of records processed. When the Solution is finished running, Execution History shows Completed Successfully if there were no errors.

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

For more Sample Maps, see TIBCO Scribe® Online Samples And Examples

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Step-by-step instructions for importing and running a Sample TIBCO Scribe Online Sample Map