In the Microsoft Dynamics CRM integration using Scribe, our mapping templates provide the ability to merge lead and contacts in Acoustic Campaign that have been merged in CRM.
Understanding CRM Merges
When a manual or automated merge occurs in CRM, the values from the losing record are already selected and added to the winning record. This eliminates the need to map any fields in Scribe Online besides the:
- leadid\contactid to the CRM_SYNC_ID
- masterid to MASTER_CRM_SYNC_ID
If the fields the CRM user or a plugin\workflow selected, were mapped again via Scribe, then it would make the Merge work performed in CRM irrelevant in Acoustic Campaign. The extra Scribe field mappings have basically ignored the CRM merge process. The extra mappings are overwriting the winning record's preselected values with the losing record's values.
The merge block in the following maps already have the fields populated to complete the merge. In all 3 maps the MASTER_CRM_SYNC_ID is the winner of the merge and the CRM_SYNC_ID is the loser
|Map Name||What happens in CRM and Acoustic Campaign||Fields Mapped in Scribe|
|3. MS CRM to Acoustic Campaign - Lead Sync||
When a Lead is merged with another Lead, the winning lead’s ID will be added to the inactive lead’s masterid field.
The winning lead (lead.masterid) would have been already added\updated to Acoustic Campaign from the Update\Insert block in the same map.
|4. MS CRM to Acoustic Campaign - Contact Sync||
When a Contact is merged with another Contact, the winning contact’s ID will be added to the inactive contact’s masterid field.
The winning contact (contact.masterid) would have already been added\updated to Acoustic Campaign from the Update\Insert block in the same map.
|5. MS CRM to Acoustic Campaign - Contact Sync (Convert)||
When a Lead is qualified to a Contact
CRM Creates a new contact, copies the Leads information to the new Contact.
CRM will also add the leadid to the originatingleadid field of the new contact record.
The new Contact would have already been added to Acoustic Campaign from the Update\Insert block in map “4. MS CRM to Acoustic Campaign - Contact Sync”.
Note: The query block for this map uses the “sp_convertedon” field to check only for contacts that were converted from leads.
**Only 2 fields should be mapped in the merge blocks to complete the merge in Acoustic Campaign
Please sign in to leave a comment.