# Contacts

#### **Contacts - Field Mapping**

In the Contacts tab, you can setup custom field mappings to apply to Popl leads that will be synced as a contact to Dynamics.

<figure><img src="/files/xZa9bDCY0wDajtpCotnp" alt=""><figcaption></figcaption></figure>

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

| Popl Fields-Contacts      | Dynamics Fields -Contacts |
| ------------------------- | ------------------------- |
| First Name                | First Name                |
| Last Name                 | Last Name                 |
| Email                     | Email                     |
| Job Title                 | Job Title                 |
| Company                   | Company Name              |
| Number                    | Business Phone            |
| Website                   | Website                   |
| Assign to Popl Lead Owner | Contact Owner             |

By default the Popl Lead Owner will be the Dynamics Contact Owner. You can update this field mapping to match your workflow.

<figure><img src="/files/syB7lLm1r9g78HMkdi8c" alt=""><figcaption></figcaption></figure>

#### Add additional Mappings

To add more mappings to from Popl to Microsoft Dynamics contacts, select "Add Mapping" on the top righthand side of the contacts mapping tab. This gives you full customization of the information you send from Popl to Dynamics.&#x20;

<figure><img src="/files/9q0XbLnR4ShcW1gYBt4m" alt=""><figcaption></figcaption></figure>

***

#### 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.

***

#### 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.**

***

#### **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.

***

#### Need Help?

Contact Popl Support – our team is available to assist at <teams@popl.co>.

\
With 🤍 from Popl.&#x20;


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