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.
Integration Settings
On the integrations page, you will be able to set default settings for yourself and your team.
Contact 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.
Adding to Dynamics
Add Contact/Lead to Dynamics - Choose when Contacts/Leads get added to Dynamics, either when added to the campaign, when they respond or when they respond positively and are interested. Alternatively, you can choose to not add this contact type.
Only add notes to synced records - Toggling this on will mean that if you have "only when they reply" or "only when they are interested" for the Add Contact/Lead to option, we will only add notes to existing records in Dynamics once a Contact/Lead has been marked as "interested" or "replied".
Contact/Lead Fields
Update field in Dynamics - You can choose "Always update" or "Only update if Blank":
Always update will update the field regardless if there is existing information on a contact in this field. Any existing information will be overwritten by the new information.
Only update if Blank will only update when the field is empty and won't overwrite any existing data.
Activity Notes
Here you can choose which activities will create notes in Dynamics.
Note creation
Create new notes from - Choose for which outreach types a note is pushed in Dynamics.
Contact Fields
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.
General Settings
Displayed Company Information
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 your CRM.
Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬