In order to set up your Dynamics integration on SourceWhale simply follow these steps.
Step 1
Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu.
Search for Dynamics in the search bar.
Step 2
Enter your Subdomain then click Activate.
Once the integration is active, you will see a green connected box by the Dynamics icon.
Sync Features
On the integrations page, you will be able to set default settings for yourself and your team.
General Settings
Sync manual contact updates to Dynamics- Automatically update Dynamics with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.Displayed account info- Select the option to give further information regarding a company in the SourceWhale Chrome extension.Displayed account warning- Select the option you would like displayed to help identify the correct company for a Contact/Lead when there may be possible company duplicates or similarly named companies in Dynamics.Create notes upon- Choose for which outreach types a note is pushed in Dynamics.
Sync Settings
Set different settings for Contacts/Leads by clicking the dropdown.
Only add notes to synced records- Toggling this on will mean that if you have "sync upon interested" or "sync upon replied" for the next option, we will only add notes to existing records in Dynamics once a Contact/Lead has been marked as "interested" or "replied".When adding to a campaign- Choose to sync when adding Contacts/Leads or when they respond or when they respond positively and are interested. Click the lock icon to lock the sync settings for all non-admin users within the platform.Protected Fields- Selected fields will not be overwritten in Dynamics when syncing data.Filterable Fields- Selected fields will be displayed within the SourceWhale search page as a filter, allowing your team to search your CRM using these fields directly from within SourceWhale.
Field Mapping
Here you can customise and map all Dynamics fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Dynamics.
Set different settings for Contact/Leads/Account by clicking the dropdown.
String Variables- These SourceWhale variables can only be mapped to one field in Dynamics.List Variables- These SourceWhale variables can be mapped to multiple fields in Dynamics.Social URLs- Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Dynamics.
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