More than just a sync tool.

Unlock the power of sales and marketing collaboration. Connect Microsoft Dynamics 365 Sales with two great marketing tools — HubSpot or Constant Contact — to get sales and marketing looking at the same data, aligned in their go-to-market efforts, and consistently driving growth as a cohesive team. By unlocking the power of unified data, you will significantly improve the outcomes of your Revenue Operations plan.

HubSpot Sync Constant Contact Sync

HubSpot or Constant Contact Sync

The Problem

When Your Systems Don’t Sync, Your Data Can’t Be Trusted

When Constant Contact or HubSpot isn’t fully synced with Microsoft Dynamics 365, everything breaks down. Data drifts. Lists go stale. Engagement is hard to track. Reporting becomes unreliable. Sales lose visibility. Marketing can’t prove impact. Leadership questions the numbers. And your team? Stuck doing manual fixes instead of driving growth.

Manual Work Doesn’t Scale

As your database grows, exports, imports, and workarounds create errors and slow your team down.

Reporting You Can’t Trust

Disconnected systems make attribution, engagement, and revenue tracking unreliable.

No Clear View of Customer Engagement

Marketing activity lives in one system while sales works in another, leaving gaps in visibility.

Data Doesn’t Stay Aligned

Lists, custom fields, and unsubscribes fall out of sync, creating inconsistencies and risk.

What Customers Say

We’re Rated 5 Stars Across the Board

"SymphonySync has been a great addition to our marketing technology. The seamless integration between HubSpot and Dynamics 365 provides us with many benefits. Our sales team can now see valuable insight on every marketing qualified lead right within our CRM. This has increased our sales team's confidence in our lead generation efforts and has lead to more conversions of our MQLs to opportunities. Our sales team can also update the lead status of our MQLs right within Dynamics 365, which has provided valuable information to our marketing team. We also needed to connect our marketing activities and campaigns to our sales pipeline. Previously, there was a disconnect between our marketing campaigns and our sales pipeline. We couldn't do a proper ROI analysis on the majority of our marketing campaigns. SymphonySync has allowed us to close the loop on our marketing campaigns and for the first time, we are now able to accurately measure the ROI on our marketing campaigns. While, we have not been using the tool for long, we have seen a positive and immediate impact." - J. Kenesie, Marketing Manager | MELTRIC Corporation

"We recently engaged with SymphonySync integration tool. It works flawlessly with Microsoft Dynamics. This is a fantastic tool to integrate our marketing campaigns as well as streamlining significant leads. The customizations are easily available as needed as our campaign requirements evolve. Summarizing activity and reporting are extremely important to make sure our ROI for our campaigns is meeting our expectations. SymphonySync easily allows us to monitor these campaigns and properly manage our current CRM. Great product and the team behind it could not be more helpful and knowledgeable. The implementation process is absolutely stress free. They are always accessible to help with any questions or customization. They truly stand behind the development and power of SymphonySync and are completely dedicated to make sure it is a successful tool for our company." - M. Consoli, CIO | Hunneman

"We used SymphonySync to handle our integrations between HubSpot and our CRM and the process was incredibly seamless, efficient, and low stress. We transitioned from an existing integration tool and the process was very easy. A huge benefit vs. our prior integration tool is the ability to add and remove fields whenever you like and ongoing support we receive from the team. Top notch product for sure." - M. Peno, Marketing Director | Heartland Dental

"We have been switching our sync from another provider to SymphonySync. The transition has been seamless and straight forward! It is flexible, well tested and you can add/remove fields as needed. The support team is always just a phone call away if you have a question." - J. Wells | Heartland Dental

"Working with TopLine is always a great experience. They’re true collaborators who lean in, bring deep expertise, and make the process seamless for clients. SymphonySync™ is especially powerful, connecting systems that don’t normally talk to each other, reducing duplication and errors, and simplifying data in meaningful ways." -Lisa Rasmussen | Knot-Magic

"As a regional economic development organization and dedicated user of Microsoft Dynamics for our CRM solution, it was imperative for us to be able to seamlessly connect it with our email marketing and events management solution. SymphonySync™ has not only provided an exceptional tool, their team is highly knowledgeable and responsive, ensuring a seamless deployment experience." -Danielle Casey, CEcD, EDFP | President & CEO, Las Vegas Global Economic Alliance

“We used to constantly export and import lists between Microsoft Dynamics 365 and Constant Contact. Now the data moves seamlessly between the two platforms. It saves us a ton of time, and we are confident it is working correctly as designed. We couldn’t be happier!” – Kaitlyn Fox, Director of Marketing at Strang

"The walkthrough was everything we expected and more. We are happy to hear that our marketing lists will now be synchronized across Constant Contact and Dynamics as it has truly been a pain point for us over the years. We are also so pleased to see the live examples of our events with click tracking and interaction monitoring!" - Jasper Carter, Project Manager at Parady Financial Group, Inc.

Why SymphonySync™

Your trusted integration experts are here to help your team thrive.

With SymphonySync™, you’re not just getting an integration tool—you’re gaining a trusted partner with deep expertise in the platforms we serve. Our hands-on approach, support, and flexible customization ensure your integration evolves alongside your organization. Let us handle the complexity so you can focus on what matters most—growing your business.

Enjoy automatic data updates across your platforms.

Our plug-and-play setup minimizes disruption and maximizes productivity.

Whether you’re a startup or an enterprise, SymphonySync™ grows with your business.

Bottom Line

More Than a Connector. A Long-Term Integration Partner.

The SymphonySync™ Difference

Align Marketing, Sales, and Tech with Connected Data

When your systems are fully connected, every team works from the same accurate, real-time data, allowing better decisions, faster execution, and measurable growth.

Turn Engagement Into Actionable Insight

Gain real-time insights on marketing interactions to drive more effective campaigns and measure impact with precision, while easily sharing engaged leads with sales.

Sell With Full Customer Visibility

Enjoy a unified view of customer interactions that enables faster follow-ups and smarter deal closures, while giving sales the ability to share lists and contacts with marketing.

Reliable Integration You Can Trust

Experience a robust, secure RevOps integration platform that effortlessly connects with your existing systems, while providing shared reporting across both marketing and sales metrics.

Built for How Your Business Actually Works

Flexible, customizable syncing designed to match your processes—not force you into rigid, one-size-fits-all integrations.

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FAQ

Common Questions Before Getting Started

What is SymphonySync™?

SymphonySync™ is an integration platform that connects Dynamics 365 with your marketing automation system – either HubSpot or Constant Contact – automatically syncing data between them so your sales and marketing teams stay aligned and work from the same up-to-date information.

What makes SymphonySync™ different from other integration tools?

SymphonySync™ stands out because it’s built specifically to connect CRM and marketing systems in a way that’s seamless, reliable, and easy to manage without the need for complex custom development or manual work. That means better visibility, fewer errors, and more efficient collaboration between sales and marketing teams.

How will it give me better insight?

If you are challenged to understand marketing ROI or the impact of marketing campaigns on your sales pipeline, SymphonySync™ can help. The integration platform includes dashboards in Dynamics 365 that can help your marketing team demonstrate their impact and can help your sales team better appreciate your marketing team’s contributions. Ultimately, your dashboards can help you improve revenue operations and make better investment decisions.

Why not just use native integrations or manual imports?

Native integrations and manual imports are often limited and time-consuming. SymphonySync™ keeps your data automatically synced, accurate, and aligned across systems so you can focus on what matters most.

What data can be synced between systems?

SymphonySync™ can sync a wide range of data between systems, including contacts, marketing lists, email engagement (like opens and clicks), unsubscribes, and other key CRM and marketing data, ensuring both platforms stay aligned and up to date.

Who is SymphonySync™ best suited for?

If your sales team loves Dynamics 365 and your marketing team loves either HubSpot or Constant Contact, this tool bridges the gap while allowing each team to work in the system they know and love. SymphonySync™ is best suited for organizations focused on RevOps which rely on accurate, up-to-date data to support marketing campaigns, sales efforts, and customer communication. It’s ideal for businesses looking to eliminate manual processes, improve data visibility, and better align their sales and marketing teams.

Does SymphonySync™ require custom development?

No, SymphonySync™ is designed for easy, plug-and-go setup, with optional customization available if needed.

Is the sync real-time or scheduled?

SymphonySync™ provides automated syncing designed to keep your data up to date across systems, with real-time access to the latest information. Syncing can also be configured with custom intervals or triggered on demand to fit your business needs.

Is my data secure?

Yes, SymphonySync™ is built on a secure integration framework designed to safely connect your systems and protect your data. It leverages trusted platforms and follows best practices for data handling, ensuring your information is transferred reliably and remains accurate across systems.

Can I see a demo?

Yes, request a demo by completing our contact us form, and our team will walk you through how SymphonySync™ works and how it can help you meet your business objectives.

Still have questions?

We'll walk through your specific setup, lists, and goals during a personalized demo.

Request a Demo →

Get Started

Get Your Systems Working as One with SymphonySync™

Explore how SymphonySync™ simplifies integrations, reduces manual work, and keeps your customer data aligned across systems.