Using Interseller with Microsoft Dynamics CRM
In this guide we'll cover how to:
| Adjust the default sync settings
|| Adjust the sequence sync settings
| Disable syncing sequences
|| Resync contacts to Microsoft
| Enable and disable deduplication
Our integration with Microsoft Dynamics CRM can automatically sync contacts into Microsoft Dynamics CRM whenever they're added to a sequence on Interseller.
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 email@example.com. 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:
- Off - Contacts will not sync over to Microsoft Dynamics CRM
- Sync contacts when added to a sequence - Contacts will sync over to Microsoft Dynamics CRM when they are added to a sequence
- 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 on the "Disable Sync" 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.
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.