Accounts

Accounts - Field Mapping

In the Account tab, you can setup custom field mappings to apply to associated accounts for your contacts.

The following are the default Account mappings. You can customize these mappings to meet your needs.

Popl Fields- Accounts	Dynamics Fields - Accounts
Account Name	Account Name
Website	Website

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Add additional Mappings

To add more mappings to from Popl to Microsoft Dynamics accounts, select "Add Mapping" on the top righthand side of the Accounts mapping tab. This gives you full customization of the information you send from Popl to Dynamics.

Accounts can be created or updated any time a Contact is created or updated. When syncing, the integration uses the Contact’s Company value and the email domain to search for an existing Account.

• If a matching Account is found using either value, that Account will be linked to the Contact. The integration checks the Company value first and then the email domain. If either matches an existing Account, that record is attached to the Contact.

• If no match is found, the integration will create a new Account using the lead’s Company value.

• If the Company field is blank, the integration will create a new Account using the lead’s email domain as the Account name.

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Sync Logic

After choosing which fields you want to map, you can adjust the sync behavior. You can choose between overwrite, complete if missing, or append.

Overwrite field: If a value already exists for an object in Dynamics, replace that data with the Popl field.

Complete if missing: Only use the Popl value if the existing field is empty. Otherwise leave the field value as is in Dynamics.

Append: Add Popl values to fields that may already have data, instead of replacing it.

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Mapping Types

Dynamic Mappings - Dynamic mappings allow Popl to send real-time data from each individual lead or contact into the corresponding Dynamics field. This means the value that syncs will change based on the information captured during the lead exchange.Use dynamic mappings when you want Dynamics fields to reflect unique data for every synced record.

Fixed Mappings - Fixed mappings allow you to send the same preset value to a Dynamics field for every synced record. To set a fixed mapping, click into the Popl field, select “Fixed Mapping,” and enter the constant value you want applied to all synced leads, contacts, or accounts. Use fixed mappings when you need a consistent, unchanging value.

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Save Settings

Once you have configured your field mappings, be sure to save your changes. You can do this by clicking Save in the top-right corner of the field mapping tab.

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How We Create Accounts Using Fuzzy Matching

When creating or updating a record, our system attempts to match incoming data to an existing Dynamics Account before creating a new one. This helps prevent duplicate accounts and keeps your CRM clean.

1. (Optional) Website-based search — only if enabled in Popl

If the “Search for existing accounts by Website” in advanced settings is enabled:

• We normalize the website value by removing https://, http://, and www.

• We perform a partial (SQL-style %LIKE%) search against the Account Website field in Dynamics

• If a matching Account is found, that Account is used

• This step is skipped entirely if the setting is disabled

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2. Fuzzy match by email domain (Account Name field)

• We extract the domain from the contact’s email address (for example, @company.com)

• We run a fuzzy search against the Account Name field (not the Website field)

• If a close match is found, the existing Account is selected

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3. Fuzzy match by company name (if provided)

If the incoming lead data includes a company name:

• We run a fuzzy search against the Account Name field using the provided company value

• If a close match is found, that Account is used

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Important Note: Enable Dataverse Search for Fuzzy Matching

Fuzzy matching in Microsoft Dynamics relies on Dataverse Search. If Dataverse Search is not enabled, fuzzy matching may not function as expected.

How to Enable Dataverse Search

1. Go to the Power Platform Admin Center

2. Select your Dynamics 365 environment

3. Navigate to Settings → Product → Features

4. Enable Dataverse search

5. Save your changes

Once Dataverse Search is enabled, Popl can properly perform fuzzy matching when syncing leads into Dynamics 365.

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Need Help?

Contact Popl Support – our team is available to assist at [email protected].

With 🤍 from Popl.