Dynamics Integration Overview
Syncing From CRM to Paminga
Dynamics is treated as the "Source of Truth". This means that all applicable data is faithfully synced from Dynamics to Paminga on a regular schedule.
What data will be synced from CRM to Paminga?
By default, we'll sync all Accounts, Contacts, Leads, and Opportunities. Custom objects may be synced as well.
We'll also sync various Pick Lists from Dynamics to Paminga so you can easily choose from among your Lead Sources, for example.
What if I only want certain objects to sync to Paminga?
No problem. Add a true/false custom field and set it to true for the objects you want synced to Paminga. We will only sync those objects.
If you already have such a boolean field we are happy to honor it so you don't have to create another.
What if I only want certain fields to sync to Paminga?
You are in total control of which fields sync to Paminga.
Paminga's self-service Field Mappings is where you decide which of your custom fields will be synced to Paminga.
And it lets you create new Paminga custom fields right there on the fly, so you don't have to leave the screen to create the custom fields you need.
Simply "map" your Dynamics fields to Paminga fields and you're good to go.
Don't want a certain field to sync to Paminga? Just don't map it and we'll never sync it. 👍
How often is data synced from CRM to Paminga?
After an initial "full sync", we'll sync all recently created/updated records once per hour. This can be cranked down to as frequently as once per minute if you need updates to be as near-real time as possible.
Syncing From Paminga to CRM
When does Paminga create/update records in CRM?
Paminga only creates or updates records in Dynamics when you have explicitly asked it to do so via the "Sync to Dynamics Action".
You decide when this Action is triggered in various places throughout the platform. For example:
- Form submissions
- Lead score changes that meet or exceed your chosen threshold
- Within a workflow
- When a goal is achieved
- When a lead or opportunity stages matches your criteria
Which fields will Paminga write to in CRM?
You control exactly which fields Paminga is allowed to write to for Accounts, Contacts, and Leads via the self-service "Field Mappings" page.
