Leads
Leads - Field Mapping
In the Leads tab, you can setup custom field mappings to apply to leads that will be synced as a lead to Dynamics.
The following are the default Lead mappings. You can customize these mappings to meet your needs.
First Name
First Name
Last Name
Last Name
Job Title
Job Title
Company
Company Name
Number
Business Phone
Website
Website
Assign to Popl Lead Owner
Lead Owner
By default the Popl Lead Owner will be the Dynamics Lead Owner. You can update this field mapping to match your workflow.
Add additional Mappings
To add more mappings to from Popl leads to Dynamics leads, select "Add Mapping" on the top righthand side of the leads mapping tab. This gives you full customization of the information you send from Popl to Dynamics.
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 [email protected].
With 🤍 from Popl.
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