How syncing works with the ActiveCampaign Microsoft Dynamics 365 integration

Available on the following plans:

  • Professional
  • Enterprise

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 included 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 located under the "Sync Settings" tab of the integration setup.

Here you will find three different sync types: Global, Initial, and Job Schedule.

ac_assets/index.html - Dynamics 365

Global Sync

This is turned on by default. When on, the one-time "Initial Sync" will run.

To pause data from being synced 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.

Was this article helpful?
0 out of 0 found this helpful

Have more questions? Submit a request

Start free trial