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Dynamics 365 to/from Marketing Automation Records Flow

Hi there! Did you know that Dynamics 365 integration is one of the top setup integrations each week? Understanding the basic flow of the records for this integration is super simple!

Let's take a look!

The selected Object/Module type is what SyncApps will be syncing.

If you have selected "Contacts", only the Contact type of records will be synced to your Marketing Automation Main List/Audience.

If wanting to sync Leads, you'll need to set up another Sync Profile as you are only allowed to select 1 Object Type per Sync Profile. (Options are to purchase our Additional 2 Sync Profiles OR upgrade to one of our paid plans to grab more Sync Profiles + features)

For this use case, we'll use "Contacts" as the Object/Module Type.

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Flow: Dynamics 365 to Marketing Automation

john@xyzdomain.com, which is under your Contacts in Dynamics 365, together with the basic fields such as Email Address, First Name, Last Name, and Phone Number, will be synced to Marketing Automation's specified Main List/Audience in Step 2 of the Sync Profile, if the record does not exist at the time of syncing.

SyncApps uses the standard email address, so if a record does not contain one, SyncApps will ignore that record and will not be synced to your Marketing Automation Software.

Flow: Marketing Automation to Dynamics 365

Both new record(s) and existing ones that belong to your Main List/Audience will be synced to Dynamics 365.

If you have pre-existing record(s) in your Marketing Automation's Main List/Audience, SyncApps will sync them to Dynamics 365 by default. However, if you would like to have field mapping from existing records in Marketing Automation to update Dynamics 365, you will need to make sure to have the Field Mapping enabled and set the mapping of the fields.

See how Dynamics 365 works with your Marketing Automation.

General use-case

 

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What happens when I use CRM Marketing Lists? Does it also update all my CRM records to Mailchimp? How does it work from Mailchimp to CRM?

  • When you selected the specific Marketing Lists in Step 1 of the Sync Profile, only the records inside those Marketing Lists will be updated in Mailchimp during the sync. All CRM Contacts/Leads outside the selected Marketing Lists will not be updated to Mailchimp
  • If there are record updates from Mailchimp Audience or in the Groups under that specified Audience, those updates will be synced back to CRM.
  • Also, if there are new records that will land to your specified Audience, by default, those will be created as new records in CRM's Contact/Leads tab if those records do not exist at the time of syncing.
  • Also, if using the option "Update Mailchimp Profile Forms" in Step 2 of the Sync Profile, records will automatically be updated with the use of Webhooks. Please note that Mailchimp uses Webhooks technology which means that if there are record updates from the Mailchimp Audience side, those will sync back to CRM records in real-time even if without initiating the sync in your Sync Profile.

Be sure to check out our subscriber's story here on how SyncApps helped them save 100s of hours per year.

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If you encounter any issues just shoot a note to our 24/7 Support Team.

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