HubSpot Dynamics Sync

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Tenant Settings

Global product settings.

Settings is now tenant-level only. Manage provider environments in Connections, create pairings in Sync Pairs, and configure setup, metadata, mappings, sync, issues, and audit inside each pair workspace.

Default Tenant1/5 sync pairs used1/5 HubSpot connections1/5 Dynamics connections

Manage Connections Manage Sync Pairs

Tenant

Tenant identity and environment-wide status.

Name: Default Tenant
Slug: default
Status: Active

Usage Limits

Global limits before pair-specific setup begins.

HubSpot connections: 1 / 5
Dynamics connections: 1 / 5
Sync pairs: 1 / 5
Active pairs: 1 / 5

Roles & Access

Product roles used by the UI and worker/API access model.

Admin: Configure tenant, connections, and pairs
Operator: Run syncs and resolve issues
Viewer: Read-only monitoring
Worker: Background processing API access

Security & Secrets

Secrets should remain references, not raw values in the UI.

Secret model: Container/Key Vault references
HubSpot auth: OAuth app credentials
Dynamics auth: Service principal
Webhook validation: Shared secret references

Retry Policy

Default retry behavior for events and failed records.

Max retries: Configured by API
Backoff: Incremental retry
Dead letter: After retry exhaustion
Manual retry: Available in Issues

Conflict Defaults

Tenant-level defaults; pair pages can apply scoped rules.

Default rule: Latest wins
Risky writes: Require preview/confirmation
Ignored records: Require operator note
Audit: Keep resolution history

Notifications

Failure alerts and operational messaging.

Critical failures: Planned
Webhook failures: Planned
Issue spikes: Planned
Daily summary: Planned

Production Safeguards

Global guardrails that prevent unsafe sync behavior.

Initial sync: Dry-run first
Commit: Approval required
Risk actions: Confirmation required
Audit trail: Always on