Microsoft Dynamics 365 - Export your Webinar+ registrations to MS Dynamics CRM

Once you have connected your MS Dynamics CRM account, you will be able to set up the Integration for your event.

You will be able to do that from the ‘Event > Integration > Connected apps’ area, You will be able to see Salesforce there.

If you have not connected your Salesforce account, click here  to get started

Step 1: Go to the ‘Integrations’ area in your events side panel, Click on the ‘Connected apps’.Once  Salesforce is connected, it will display under connected Apps.

Step 2: Click on the ‘Setup’ button on the Salesforce card.

Step 3: Setup your Sync Settings

• Webinar+ will create a new entry in your MS Dynamics if we can’t find the attendee records(unique identifier being the registrant’s email Id) in your MS Dynamics Lead or Contact object.
• You can choose whether you would like Webinar+ to create a ‘New Lead’ or ‘New Contact’ in such a case by selecting the appropriate option from the radio selection.
• You can also opt to not create a new lead/contact, in which case Webinar+ will only enrich the leads/contacts which already exist in your MS Dynamics and attend the webinar/event as well.
• Webinar+ will create or update the records based on the field mapping provided by you in Lead/Contact mapping area (more details in step 4)

We create or update records based on the below logic tree: 

Lead Source Management - You can also choose to automatically push Lead source for your newly created Leads/Contacts from Hubilo. This helps you to track and create reports for all your Webinar+ sourced Leads or contacts.

• We recommend you to create ‘Webinar+’ as another value in your Lead Source field (in Lead and Contact object) and select the same Webinar+ value in the bottom dropdown

Step 4: Lead and Contact field Mapping

• Webinar+ will be creating or updating your MS Dynamics Lead and Contact records based on the mapping provided in this section.
• Warning: Webinar+ will overwrite the value of the fields mapped here in your Salesforce(if ‘Always Update’ is selected in the update logic’), if you don’t want Webinar+ to overwrite the value in any field, please make sure you select the right update logic.

Update Logic: You can also decide how you want Webinar+ to update your respective Salesforce field values. We offer three update logics which are applicable on each field individually:

1. Always update/overwrite
   1. With this update logic selected, Webinar+ will always overwrite the MS Dynamics field with Webinar+ field value. 
2. Don’t update if source field is empty
   1. If this update logic has been selected, Webinar+ will never overwrite your MS Dynamics field with Blank/Null. 
3. Only update/overwrite when destination field is empty
   1. If this update logic has been selected. Webinar+ will only overwrite/update your MS Dynamics field if your MS Dynamics field is empty(has no value) with value from the respective Webinar+ field.

Note:

1. If Webinar+ fields are mapped to a MS Dynamics field with incompatible data type, you will see a warning message in yellow (shown in screenshot below). You can change the field to ensure there is no error while syncing the data.
2. You will also be able to see errors as well in red in case the fields are not mapped and left blank. You can either select a value or delete the field to save the mappings.
3. You can select more fields from the ‘Add more fields’ button present at the bottom. 

Step 7: Select the Webinar+ activities to sync directly to your MS dynamics Leads/contacts as Tasks.

1. Registered for the Event - Syncs the data when user registers for an event on Hubilo.
2. Profile updated - Syncs data when users visit a virtual booth or get the QR scanned at a physical booth.
3. Joined the event - Syncs the data when user joins an event by virtual login or a physical check-in.
4. Attended session - Syncs user attendance data when a session ends.
5. Session Survey Submitted - Syncs the data when user submits session survey once session ends.
6. Session Poll Submitted - Syncs the data when user responds to a particular poll published in the session.
7. Session QnA Submitted - Syncs the data of user posting a question to QnA section.

You can use these intent actions to personalize your reachouts and have a detailed timeline of their webinar actions.

These activities are pushed as Tasks under your contacts or leads.

Step 8: Turn the ‘Sync’ toggle on. After saving the mapping and the configurations, you need to turn the sync on to sync your data to MS Dynamics.

• Once the Sync is on, you will not be able to edit any data configuration and mapping.
• You will need to disable the sync to edit the mapping and configurations 

Step 9: You will be able to monitor the sync and all the records which are successfully synced or failed will be shown in logs with error reasons.

• You can go to the home screen and click on ‘Integration’ from the top menu, click on the ‘Logs’ tab adjacent to the Apps tab.
• You can select ‘MS Dynamics 365’ from the app dropdown on the top right corner.
• You can filter the ‘Failed’ logs separately as well.
• You can also search for specific attendee records by their email or name.