To integrate Genesy with Dynamics, go to the Integrations page in the left-hand menu and click on the Dynamics box.
You will then access the configuration, which consists of three steps:
1️⃣ Input Mapping: Fields that will be compared between Genesy and Dynamics to detect if the contacts/company already exists.
2️⃣ Export Mapping: Properties that will be updated in Dynamics when exporting contacts or companies from Genesy.
3️⃣ Campaign Mapping: Properties that will be updated in Dynamics when exporting contacts participating in campaigns from Genesy.
1️⃣ Input / Sync Mapping
Lead identifier: defines the fields to be compared between Genesy and Dynamics to know if a contact in Genesy already exists in Dynamics
Company identifier: defines the fields to be compared between Genesy and
Dynamics to know if a company in Genesy already exists in Dynamics
2️⃣ Export Mapping
Here, you will define the properties you want to update in Dynamics for Contacts or Companies when exporting contacts or companies from Genesy.
Fixed Fields
Select Dynamics properties to update with a fixed value when exporting contacts or companies from Genesy.
Export Fields
Select Dynamics properties to update when exporting contactsor companies from Genesy, where the value is not fixed or based on a Genesy field. Instead, you can manually choose the value during the export.
Engagement Fields
Select Dynamics properties to update with a fixed value but only if the contacts or company has participated in a campaign in Genesy.
This field is used to see if a contact or company has been contacted in Genesy or not. If it has been contacted, it will be filled with the indicated value. If it has not been contacted, it will remain empty
Example: engaged_by_genesy = Yes
3️⃣ Campaign Mapping
The following campaign data for participating contacts can be exported to Dynamics
Campaign Sequence Details: Sequence description
Campaign Engagement Status: The sequence step the contacts is currently on.
Campaign Opens: Number of times the email has been opened
Campaign Clicks: Number of times the email has been clicked
Campaign Open Analysis: If the email has been opened and, if so, which message
Campaign Click Analysis: If the email has been clicked and, if so, which message
Campaign Reply Analysis: If the email has been replied to and, if so, which message
To synchronize this data, you need to create text-type properties in Dynamics for the Contact object and map them in this section.
4️⃣ User Mapping
Identites mapping: matches identities between Genesy and Dynamics to ensure that campaign activity syncs correctly in the CRM.
Users mapping: Assign a default owner when exporting from Genesy to Dynamics
Default user: If during the synchronisation process between Genesy and Dynamics a specific mapping has not been configured for a user, or if the system does not find a match in Dynamics, the platform will automatically assign a default user to prevent them from being left without an owner in the CRM.