Sync Logic

After choosing which fields you want to map, you can adjust the sync behavior. Discover how Popl Fuzzy Maps Accounts.

Sync Logic For All Objects

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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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.