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==== Configure Mapping for Leads, Contacts, and Accounts ==== Locate the entity you want to sync, then click the toggle to set it to the βOnβ position. Choose the sync direction for the entity as a whole. The entity sync direction applies to all mapped fields. You can choose from bi-directional, push-only from D365 (outbound), or pull-only from ActiveCampaign (inbound). Next, choose one of the following sync options: * All leads, contacts, and accounts created or updated. * All leads, contacts, accounts that match specific criteria. If using "All leads/contacts/accounts created and updated": # Click the "Edit" button. # Click the ActiveCampaign fields you wish to sync with Microsoft Dynamics. # Click the "Add" button. # Click each dropdown under the "Dynamics" column and select the Dynamics field you wish to map to. # Click "Save Changes." If using "All leads that match certain criteria": # Select the field you want to use to segment your contacts. # Choose the operator. # Enter a value for the field. # Click the "Add" button.
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