Using Interseller with Microsoft Dynamics CRM (unsupported)
Important Note: We have discontinued technical support for all Interseller integrations. Moving forward, users are welcome to continue using these integrations at their own discretion but our Technical Support team will no longer provide assistance or guarantee compatibility with future updates.
For general troubleshooting suggestions, please refer to the guide below or visit our Help Center.
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
We no longer support new connections to our Microsoft Dynamics CRM integration. Users are welcome to connect to other supported integrations.
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 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.
