You can use the Microsoft™ Dynamics CRM integration to sync records from Acoustic Campaign to CRM based on contacts score or rank. However, ensure that the Sync Setting is cleared.
Complete the following steps to allow a record to sync based on a contacts rank or score:
- As an Org Admin, go to Settings > Organization Settings > CRM and Scoring Settings.
- Click Edit.
- In Sync Setting, clear Create corresponding Lead in CRM if new contact is added in Acoustic Campaign.
When the Sync Setting is cleared, you can use the Score Model's score or rank to determine when new records must be synced from Acoustic Campaign to CRM. In your Scoring Model, Sync with CRM appears below the Ranking section, where you can configure your score or rank levels.