Data syncs are set up and controlled in your Microsoft Dynamics account under the "Sync Settings" tab.
In this article, you'll learn what data is synced through the integration and how the sync settings work.
Data synced from ActiveCampaign to Microsoft Dynamics 365
The following items are synced to Microsoft Dynamics:
New leads
New leads are added to Microsoft Dynamics from ActiveCampaign through the "Create a lead in Microsoft Dynamics" automation action.
Here is a breakdown of what happens when a contact reaches that step:
- Contacts will receive the following tags on their profile page in ActiveCampaign: [D365: Lead] [D365: Pulled from ActiveCampaign]
- We will queue them to sync to your Microsoft Dynamics account as a lead
- When the next scheduled sync runs, they will be added to Microsoft Dynamics as a new lead
New contacts
New contacts are added to Microsoft Dynamics from ActiveCampaign through the "Create a contact in Microsoft Dynamics" automation action.
Here is a breakdown of what happens when a contact reaches that step:
- Contacts will receive the following tags on their profile page in ActiveCampaign: [D365: Contact] [D365: Pulled from ActiveCampaign]
- We will queue them to sync to your Microsoft Dynamics account as a contact
- When the next scheduled sync runs, they will be added to Microsoft Dynamics as a new contact
Updated lead information
Updated lead information is sent from ActiveCampaign to Microsoft Dynamics during a scheduled sync. The integration will update mapped fields during this sync.
To send updated information from ActiveCampaign to Microsoft Dynamics, synced leads in ActiveCampaign need one of the following two sets of tags:
- [D365: Lead] [D365: Pushed from Dynamics]
- [D365: Lead] [D365: Pulled from ActiveCampaign]
Updated contact information
Updated contact information is sent from ActiveCampaign to Microsoft Dynamics during a scheduled sync.
To send updated information from ActiveCampaign to Microsoft Dynamics, synced contacts in ActiveCampaign need one of the following two sets of tags:
- [D365: Contact] [D365: Pushed from Dynamics]
- [D365: Contact] [D365: Pulled from ActiveCampaign]
Data synced from Microsoft Dynamics 365 to ActiveCampaign
The following items are synced to ActiveCampaign:
New leads
New leads are added to ActiveCampaign from Microsoft Dynamics during scheduled syncs. Leads included in this sync are determined by you under the "Data Configuration" step of the integration setup.
When leads sync, they'll receive the following tags on their profile page in ActiveCampaign:
[D365: Pushed from Dynamics] [D365: Lead]
New contacts
New contacts are added to ActiveCampaign from Microsoft Dynamics during scheduled syncs. You determine contacts in this sync under the "Data Configuration" step of the integration setup.
When contacts sync, they'll receive the following tags on their profile page in ActiveCampaign:
[D365: Lead] [D365: Pushed from Dynamics]
Updated lead information
Updated lead information is sent from Microsoft Dynamics to ActiveCampaign during a scheduled sync.
To send updated information from Microsoft Dynamics to ActiveCampaign leads in ActiveCampaign need one of the following two sets of tags:
- [D365: Lead] [D365: Pushed from Dynamics]
- [D365: Lead] [D365: Pulled from ActiveCampaign]
Updated contact information
Updated lead information is sent from Microsoft Dynamics to ActiveCampaign during a scheduled sync.
To send updated information from Microsoft Dynamics to ActiveCampaign contacts in ActiveCampaign need one of the following two sets of tags:
- [D365: Contact] [D365: Pushed from Dynamics]
- [D365: Contact] [D365: Pulled from ActiveCampaign]
About sync settings
Sync settings and job frequency are under the "Sync Settings" tab of the integration setup.
You will find three sync types: Global, Initial, and Job Schedule.
Global Sync
This is turned on by default. When on, the one-time "Initial Sync" will run.
To pause data from syncing to ActiveCampaign, click the toggle to set it to the "Off" position.
Data cannot sync from Microsoft Dynamics to ActiveCampaign if this setting is turned off.
Initial Sync
You can think of the initial sync as historical sync. This one-time sync runs when the "Global Sync" toggle is set to "On." All contacts or leads who meet your criteria under "Data Configuration" will be synced from Microsoft Dynamics to ActiveCampaign.
Job Schedule
This is where you configure recurring syncs between Microsoft Dynamics and ActiveCampaign.
To do so, click the "Job Frequency" dropdown, then click the schedule option that works best for you. You can choose from the following frequency options:
- 1 hour
- 2 hours
- 4 hours
- 6 hours
- 8 hours
- 12 hours
- Once daily
It is not possible to force immediate syncs with this integration. Leads and contacts will sync between platforms when the next scheduled sync runs.