This article provides information about Scribe Integration Maps that are used for MS CRM - Acoustic Campaign Synchronization. Each integration schema is described on a block level.
Note: The Bulk Lead and Contact maps in the planned order of execution are available in the Configuring Scribe Online section for the Dynamic CRM integration. All Individual Mappings can be downloaded here. Before you begin, your Scribe Integration account must be set up and associated with your Acoustic Campaign org.
Introductory maps for import into Scribe Online
Introductory maps
Mapping File Name |
Map Type |
Description |
Source Connection |
Target Connection |
MS CRM to Acoustic Campaign Campaign to Contact List. |
Advanced |
Insert and update contacts to an Acoustic Campaign Contact List |
MS CRM |
Acoustic Campaign |
Leads and Contacts |
1. Acoustic Campaign to MS CRM - Lead Sync1. Acoustic Campaign to MS CRM - Lead Sync |
Advanced |
Insert and Update for Leads to Microsft Dynamics CRM |
Acoustic Campaign |
MS CRM |
2. Acoustic Campaign to MS CRM - Contact Sync2. Acoustic Campaign to MS CRM - Contact Sync |
Advanced |
Insert and Update for Contacts to Microsoft™ Dynamics CRM |
Acoustic Campaign |
MS CRM |
3. MS CRM to Acoustic Campaign - Lead Sync3. MS CRM to Acoustic Campaign - Lead Sync |
Advanced |
Insert and Update Leads to Acoustic Campaign |
MS CRM |
Acoustic Campaign |
4. MS CRM to Acoustic Campaign - Contact Sync4. MS CRM to Acoustic Campaign - Contact Sync |
Advanced |
Insert and Update Contacts to Acoustic Campaign |
MS CRM |
Acoustic Campaign
|
5. MS CRM to Acoustic Campaign - Contact Sync (Convert) |
Advanced |
Convert for Contacts to Acoustic Campaign |
MS CRM |
Acoustic Campaign |
6. MS CRM to Acoustic Campaign - Leads/Contacts Sync6. MS CRM to Acoustic Campaign - Leads/Contacts Sync |
Advanced |
Delete for Leads and Contacts to Acoustic Campaign |
MS CRM |
Acoustic Campaign |
Parent Account |
Sync Parent Details to Related RecipientsSync Parent Details to Related Recipients |
Advanced |
Sync Parent Details to Related Recipients |
Acoustic Campaign |
MS CRM |
Lead Tasks |
Sync Lead TasksSync Lead Tasks |
Advanced |
Ceates CRM tasks from Acoustic Campaign Lead Alerts |
Acoustic Campaign |
MS CRM |
email Statistics |
Sync email StatisticsSync email Statistics |
Advanced |
Insert and Update email Statistics to Acoustic Campaign |
MS CRM |
Acoustic Campaign |
Scribe Integration Schemas
CRM Campaign to an Acoustic Campaign Contact List - MS CRM to Acoustic Campaign Campaign to Contact List
1 |
Query |
Retrieves Contact List Info |
2 |
For Each Result |
Pushes each record from the Query block to be processed by the integration schema. |
3 |
GetAcoustic CampaignContact List |
Looks up contact list name and ID. |
4 |
If Acoustic Campaign Contact List does Not Exist |
Validates whether SilverpopEngage_ContactListLookup.Result.RecordsMatched exists or value is greater than zero. |
5 |
Create an Acoustic CampaignContact List |
Creates the Contact List if it does not exist. |
6. |
for Each Acoustic Campaign Campaign Member |
Pushes each contact list record from the Query block to be processed by the integration schema. |
7 |
Add Contact List members to Contact List |
Adds a contact list member to a contact list by matching lookup ID's. |
8 |
Delete Contact List Members |
Deletes Contact List members when removed from Campaign |
9 |
For Each Acoustic Campaign Campaign Member |
Pushes each campaign member record from the Query block to be processed by the integration schema. |
10 |
Add Contact List Members to Contact List |
Looks up contact list members and removes them. |
Acoustic Campaign to MS CRM
Lead Sync
1 |
Query |
Insert and Update for Leads to Microsoft Dynamics CRM |
2 |
For Each Result |
Pushes each record from the Query block to be processed by the integration schema. |
3 |
If CRM_SYNC_ID exists |
Validates if the CRM_SYNC_ID field on a source Acoustic Campaign record is populated. If populated, then the integration updates the lead via block #4. If it is not populated, then the integration moves forward via blocks #5. |
4 |
Update Lead |
Updates the MS CRM lead record based on the MSCRMi_Lead.CRM_SYNC_ID value. Block updates a SugarCRM lead record where leadId equals MSCRMi_Lead.CRM_SYNC_ID |
5 |
Update/Insert lead |
Retrieves the Acoustic Campaign customer based on the sp_engageid field. Sp_engageid in MS CRM stores the Recipient ID of the corresponding Acoustic Campaign record. |
Contact Sync
1 |
Query |
Insert and Update for Contacts to Microsoft Dynamics CRM |
2 |
For Each Result |
Pushes each record from the Query block to be processed by the integration schema. |
3 |
If CMR_SYNC_ID exists |
Validates if the CRM_SYNC_ID field on a source Acoustic Campaign record is populated. If populated, then the integration updates the lead via block #4. If it is not populated, then the integration moves forward via blocks #5-6. |
4 |
Update Contact |
Updates the MSCRM Contact record based on the MSCRMi_Contact.CRM_SYNC_ID value. The block updates an MS CRM Contact record where contactId equals MSCRMi_Contact.CRM_SYNC_ID. |
5 |
If RECIPIENT_ID exists |
Validates if the RECIPIENT_ID field on a source Acoustic Campaign record is populated. If populated, then the integration updates the lead via block #4. If it is not populated, then the integration moves forward via blocks #5-6. |
6 |
Update Contact |
Updates the MSCRM Contact record based on the MSCRMi_Contact.RECIPIENT_ID value. The block updates a MSCRM Contact record where sp_engageid= MSCRMi_Contact.RECIPIENT_ID. |
7 |
Create Contact |
Creates the MSCRM Contact record based if the MSCRMi_Contact.RECIPIENT_ID value is blank. |
MS CRM to Acoustic Campaign
Lead Sync
1 |
Query |
Insert and Update for Leads to Acoustic Campaign |
2 |
For Each Result |
Pushes each record from the Query block to be processed by the integration schema. |
3 |
Update/Insert Lead |
Inserts or Updates leads based on the CRM_SYNC_ID |
4 |
If status = qualified/disqualified |
Validates whether lead.statecode exists or value is greater than zero. If the value exists (qualified) it continues to block #5. If value doesn't exist (disqualified) it continues to block #8. |
5 |
If master id exists. |
Validates whether lead.masterid exists. If it exists it proceeds to block #6. If it does not exist it proceeds to block #7. |
6 |
Merge lead |
Merges leads to the Acoustic Campaign CRM database based on the CRM_SYNC_ID field. |
7 |
Delete Lead |
Deletes the lead when the CRM_SYNC_ID equals lead.leadid. |
8 |
Continue |
Continues to next source record if lead is not qualified. |
Contact Sync
1 |
Query |
Insert and Update for Contacts to Acoustic Campaign |
2 |
For Each Result |
Pushes each record from the Query block to be processed by the integration schema. |
3 |
Update/Insert Contact |
Inserts or Updates Contacts based on the CRM_SYNC_ID |
4 |
If status = deactivated |
Validates whether contact.statecode exists or value is greater than one. If the value exists (activated) it continues to block #5. If value doesn't exist (deactivated) it continues to block #8. |
5 |
If master id exists. |
Validates whether contact.masterid exists. If it exists it proceeds to block #6. If it does not exist it proceeds to block #7. |
6 |
Merge Contact |
Merges Contact to the Acoustic Campaign CRM database based on the CRM_SYNC_ID field. |
7 |
Delete Contact |
Deletes the contact when the CRM_SYNC_ID equals contact.leadid. |
8 |
Continue |
Continues to next source record if contact is not active. |
Contact Sync (Convert)
1 |
Query |
Convert for contacts to Acoustic Campaign |
2 |
For Each Result |
Pushes each record from the Query block to be processed by the integration schema. |
3 |
Merge/Convert Contact |
Merges/Converts contacts based on the CRM_SYNC_ID |
Leads/Contacts Sync
1 |
Query |
Delete for Leads and Contacts to Acoustic Campaign |
2 |
For Each Result |
Pushes each record from the Query block to be processed by the integration schema. |
3 |
If Lead |
Validates if sp_deletedobjectpointer.sp_deletedobjecttype equals lead. If it does not equal lead, then continue to block #5. |
4 |
Delete Lead |
Deletes Lead when CRM_SYNC_ID equals sp_deletedobjectpointer.sp_deletedobjectid |
5 |
Delete Contact |
Deletes Contact when CRM_SYNC_ID equals sp_deletedobjectpointer.sp_deletedobjectid |
Sync Parent Details to Related Recipients
1 |
Get Accounts |
Update Related Leads and Contacts when the Account changes |
2 |
For Each Result |
Pushes each record from the Query block to be processed by the integration schema. |
3 |
Update Related Recipients |
Updates the Parent account details when CRM_ACCOUNT_ID equals account.accountid
|
Sync Lead Tasks
1 |
Query Task |
Update/Insert Task from Acoustic Campaign to MS CRM |
2 |
For Each Result |
Pushes each record from the Query block to be processed by the integration schema. |
3 |
Get Contact |
Updates the MSCRM contact record based on the Task.CRM_SYNC_ID value and/or by the Task.RECIPIENT_ID |
4 |
If Contact |
Validates whether MSCRM_contactLookup.Result.RecordsMatched exists or value is greater than zero. If the record validates as a Contact, it goes to step #4. If the record is validated as a Lead, it goes to Step #6 |
5 |
Update/Insert Task |
Updates the task when sp_alertid equals Task.alert_id. |
6 |
Get Lead |
Retrieves the lead when id equals Task.CRM.SYNC.ID or sp_engageid equals Task.RECIPIENT_ID. |
7 |
Update/insert Task |
Updates the task when sp_alertid equals Task.alert_id |
Sync Email Statistics
1 |
Query Mailings |
Update Acoustic Campaign email data sent from CRM |
2 |
For Each Result |
Pushes each record from the Query block to be processed by the integration schema. |
3 |
Lookup GetemailReportId |
Retrieves the email's ID and sent date from Acoustic Campaign |
4 |
If REPORT_ID Exists |
IF( ISNULLOREMPTY(CampaignDB_GetMailingReportIdLookup.ReportId ), 0, 1 ) = 1
(1=equals false meaning the REPORT_ID is not NULL)
*Bypasses mailings sent from CRM but Rejected or Cancelled within Acoustic Campaign.
The associated API cannot retrieve the REPORT_ID for Rejected or Cancelled Mailings.
|
5 |
Lookup GetAggregateDataByMailing |
Retrieves the email's aggregate metrics by MAILING_ID and REPORT_ID |
6 |
Update sp_engageemail |
Updates the email's aggregate metrics in MSCRM |
|
else |
When If condition = 0 (0= equals true meaning the REPORT_ID is NULL) |
7 |
Continue |
Continue to the next Mailing record |