Using Interseller with Microsoft Dynamics CRM

In this guide:

Our integration with Microsoft Dynamics CRM can automatically sync contacts into Microsoft Dynamics CRM whenever they're added to a sequence on Interseller. 


Connecting to Microsoft Dynamics CRM

Integrating with Microsoft Dynamics CRM takes a little bit of some manual effort from our team to get setup, but we'll guide you through the process.

Find the URL in Microsoft Dynamics CRM

First, we'll need the URL that appears in your Microsoft Dynamics CRM account. You can take a look at the example below on where to find this.

Once you have the URL, please forward this to our support team at hi@interseller.io. From there, it will take us about 1-2 business days to add this to our application and deploy it into production. After that, anyone in your organization (anyone who has your domain in their email address) can connect to Microsoft Dynamics CRM.

You'll then need to visit the Integrations page and select Microsoft Dynamics CRM from the list. You will be prompted to log into your Microsoft account to connect the integration. 


Adjusting the sync settings

After Microsoft Dynamics CRM is connected to Interseller, you can choose to sync contacts as a "Lead" or "Contact". You can choose how all contacts sync over from Interseller to Microsoft Dynamics CRM by selecting one of the following sync options:

  1. Off - Contacts will not sync over to Microsoft Dynamics CRM
  2. Sync contacts when added to a sequence - Contacts will sync over to Microsoft Dynamics CRM when they are added to a sequence
  3. Sync contacts only when they reply back - Contacts will only sync over to Microsoft Dynamics CRM when they reply to a sequence


Adjusting the sync setting per sequence

You can override the default sync setting for each individual sequence. To adjust this setting for each sequence, open up the sequence's settings and select the sync option from the drop-down menu in the "Sync As" section.

It's important to select whether contacts sync as a "Lead" or "Contact" in the sequence first since this can't be re-synced if contacts are added first and then a sync option is selected for the sequence at a later time. 


Disable syncing sequences to Microsoft Dynamics CRM

You can also disable syncing individual sequences over to Microsoft Dynamics CRM by  toggling off the "Sync to Microsoft Dynamics CRM" feature in the "Syncing" tab within the sequence's settings.

If you do not want contacts to sync over to Microsoft Dynamics CRM, you will need to  make sure this setting is enabled first before adding contacts into the sequence.


Resync contacts to Microsoft Dynamics CRM

If contacts have been added before Microsoft Dynamics CRM was connected, contacts can be backfilled later through the  "Resync to Microsoft Dynamics CRM" feature. You can resync contacts to Microsoft Dynamics CRM individually or in bulk.

Note: The "Resync to Microsoft Dynamics CRM" feature does not update contacts who have already synced over to Microsoft Dynamics CRM. This feature will only sync contacts who have not yet synced over to Microsoft Dynamics CRM.


Enable/disable deduplication for Microsoft Dynamics CRM

You can toggle on the  "Deduplication" setting for Microsoft Dynamics CRM to be warned if a contact already exists in Microsoft Dynamics CRM. This will mark the contact with the error "Exists in Microsoft Dynamics CRM" if we find the same email address already exists in Microsoft Dynamics CRM prior to being added into Interseller.

If deduplication is  turned off, then we will not warn you if the contact already exists in Microsoft Dynamics CRM.

Below are two common scenarios of when a new contact record will be created and when it won't be created when the contact has synced over to Microsoft Dynamics CRM:

  • If the same email address exists in both Microsoft Dynamics CRM and Interseller, a duplicate contact record will not be created in Microsoft Dynamics CRM.
  • If there are two different email addresses for the same contact (one in Microsoft Dynamics CRM and one in Interseller), a second contact record will be created with the second email address when they sync over from Interseller to Microsoft Dynamics CRM.

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