Case Study: Retail

HubSpot & D365 Custom Integration for Retail Rewards Program & Customer Portal

Case Study Retail - Rewards Program 2
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1001 - 5000 employees

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United States,
88 stores in 10 states

Current State


After setting up their website and marketing process in HubSpot through a partnership with ManoByte, this client in the retail industry wanted to implement a rewards/loyalty program with their customers leveraging HubSpot and Microsoft Dynamics365. The client needed the following:

  • Integration with Microsoft Dynamics365, a platform for managing the loyalty program calculations and transactions that connected with the client’s POS.
  • A customer portal for rewards members to track their progress and redeem rewards
  • Automated emails to send to rewards members at specific triggers
Case Study Retail - Rewards Program 1

Desired State


To set up the loyalty program, ManoByte mapped and installed the Microsoft Dynamics365 application to integrate the two systems. The integration created a sync between customer profiles and transaction data in D365 and contact records in HubSpot. Using the synced data from D365, HubSpot was set up to accomplish the following:

Sending loyalty program communication via email

Report on the loyalty program

Manage the online customer portal

Case Study_ Retail - Rewards Program 3

The online customer portal is set up on the HubSpot CMS and allows loyalty members to:


Review their transaction history

See available rewards and program tier level

The client opted for a pilot launch to a few locations in one city first, then a phased rollout across their other regions. This allowed the client and ManoByte to optimize the process with a smaller group for a seamless launch across all 88 locations.


HubSpot Hubs Leveraged

Marketing Hub

Integrations Microsoft Dynamics365



The project took 6 months to complete and included:

Overall Strategy & Development

Customer Portal Design & Development

Portal QA & Testing

Microsoft Dynamics365 Integration Setup

Integration QA & Testing

Automation Buildout Support

Launch & Rollout

30 Days of Post-Rollout Support

Case Study Retail - Rewards Program 2 (1)

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Services provided: Marketing & Sales Onboarding

   What a pleasure to work with the knowledgeable and friendly people at ManoByte! They are true experts in all things HubSpot and really helped our organization hit the ground running, in an otherwise overwhelming process. We can’t recommend them highly enough!!  

- Jen Falcone | Staffing Recruiting | 51 to 200 employees