Dynamics 365 Integration
Connect Dynamics 365 Sales to Popl Teams for syncing Popl leads as Dynamics leads or contacts
Last updated
Connect Dynamics 365 Sales to Popl Teams for syncing Popl leads as Dynamics leads or contacts
Last updated
In this document, we will provide a step by step walkthrough of how to setup our direct integration with Dynamics! This integration will allow anyone on your team to instantly sync the leads they collect via Popl to your team's Dynamics 365 account.
This integration will automatically connect to the fields below, with no additional configurations needed:
Topic
First name
Last name
Job Title
Company name
Phone number
Website
Address
Lead/Contact Owner (will be the member that connected with that lead/contact via Popl)
Any custom fields you set up on the "Configuration" tab (optional)
1. First, from the home page of Popl Teams, click into the "Integrations" tab. Then find the integration tile for Dynamics and click "Configure".
2. Next, you will see the Dynamics popup as shown below. Click on "Connect" in the top right of the popup.
3. A window will then pop up asking you to input your Dynamics 365 Sales subdomain. Most likely this subdomain will be "{subdomain}.crm". Once inputted, then click "Continue".
3. Next, a Microsoft login window will pop up asking you authenticate into your Microsoft admin account.
Note: The account you use to login here should be a Dynamics admin to allow our integration to work correctly.
Permissions and consent may be required. The permissions requested by this integration are:
offline_access
openid
profile
user_impersonation
4. After finishing the authentication, the Microsoft authentication window will disappear and you will see that the button in the top right of the popup now shows "Connected". Great job! Now you can toggle on one (or multiple) of our 4 available workflows, as shown below.
1. Now that your Dynamics is connected, there are 4 options for workflows that you can turn on. Note: you can turn on multiple workflows if you'd like.
AUTO SYNC - Convert Popl Leads into Dynamics Leads The Auto Sync workflow will automatically sync leads from Popl to Dynamics at the very moment that any member of your team captures a new lead on Popl. This workflow completely removes any sort of manual data entry or lead selection, saving your team time and creating incredible efficiency.
Convert Popl Leads into Dynamics Leads The normal sync workflow is for teams that want an admin or member(s) to choose which leads that they would like to sync over to Dynamics before they are synced. This workflow has more control than the auto sync as admins/members can decide exactly which leads should be synced and which leads shouldn't be.
AUTO SYNC - Convert Popl Leads into Dynamics Contacts The Auto Sync workflow will automatically sync contacts from Popl to Dynamics at the very moment that any member of your team captures a new lead on Popl. This workflow completely removes any sort of manual data entry or lead selection, saving your team time and creating incredible efficiency.
Convert Popl Leads into Dynamics Contacts This workflow is for teams that don't use Dynamics lead objects and instead use contacts. This workflow has more control than the auto sync as admins/members can decide exactly which contacts should be synced and which contacts shouldn't be.
2. Once you have chosen a workflow to switch on (multiple can be turned on if needed), next up is customizing the integration connection. All workflows have the same customization options and here are more details on each option:
This field allows for setting a certain process stage for leads that sync over from Popl. For example, if you would like all leads synced from Popl to be set to "Qualified", you would choose the "Qualified" option here. All available statuses are dynamic to your Dynamics account.
By default, lead owners are assigned automatically by our system. Whoever meets the lead via Popl is the one that is assigned to that lead in Dynamics. The matching of Popl users to Dynamics users happens by email address. If you would like all leads synced from Popl to be set to a certain owner, that customization can be done here.
This section allows you to set up unlimited custom mappings between fields in Popl and fields in your Dynamics. For the "Object Name" field, either select "Lead" or "Contact" depending on whichever workflow you toggled on, then create your mappings. Note: The Object Name must be set to either "Lead" or "Contact" otherwise the custom mappings will not work.
The values for the "Application Field" are dynamically pulled from any lead capture fields or template lead capture fields that you have added in Popl Teams and the values for "microsoftDynamics Field" are dynamically pulled from your Dynamics properties.
For example, let's say that you have a custom lead capture form on Popl Teams that gets a value called "State" from your leads/prospects. If you'd like to map the "State" values from Popl to a field called "State/Province" in Dynamics, you would select "state" for the "Application Field" and then select "State/Province" for the "microsoftDynamics Field".
If you'd like to add another custom mapping, just click "+ Add Mapping".
This field is for setting custom values for synced Dynamics leads/contacts. For example, if you would like all leads from Popl to have your Dynamics property "Lead Source" set to "Popl", you would put this JSON string value:
{"Lead Source":"Popl"}
You can set multiple custom values by using the JSON format:
{"field 1":"value 1","field 2":"value 2",etc}
Once your customization is complete, simply click X in the top left of the popup to return to Popl Teams. All customization is auto saved, so no need to click any sort of save button.
Once your desired workflow(s) are enabled, you are all set! Now you or your team can export leads at any time from the Popl Dashboard or the Popl mobile app to your Dynamics 365 account.
Check out Popl Teams to instantly start syncing leads from Popl Teams to your Dynamics 365 Sales account!
If any issues or questions, please contact us at teams@popl.co, we are available nearly 24/7 and will get back to you within 6-8 hours or less.
With 🤍 from Popl.
