[EN] CRM Online Connector

Optimally connected: eworx Marketing Suite and MS Dynamics CRM

The CRM Online Connector from eworx Marketing Suite is the ideal solution for conducting professional email marketing without having to forego the familiar convenience of the CRM system.

Bidirectional synchronisation

Bidirectional synchronisation ensures that, in addition to the previous synchronisation from the CRM system to mailworx, contacts are also synchronised in the opposite direction, i.e. from mailworx to Microsoft Dynamics 365.

Settings in mailworx

As before, synchronisation is carried out via subscriber groups. There is now a “CRM Synchronisation” tab where the settings for the subscriber group can be viewed.

Additional & useful information about the different fields is available, as usual, in the help text when you click on the corresponding field!

Note on the “Owner of contacts, companies & leads” field: As in your Microsoft Dynamics 365, each contact is assigned to an owner. This owner does not always have to be an email address, but can also be specified in the form of a domain user.

Note on the “Subscriber type in CRM system” field: This type can only be set once. Once the settings are saved, they can no longer be edited.

There are additional setting options for automatic linking. These default settings are set by your system administrator and cannot be edited by you.

Display in your Microsoft Dynamics 365

In your CRM system, in addition to the existing “mailworx synchronization” option field, there is now also the “Synchronisation from Mailworx” display. These settings are made by the mailworx CRM Online Connector and serve as information about your customers.

Put your plan into practice

To make it even easier for you to use the mailworx CRM Online Connector, we have prepared a practical example for you.

Link your website to your CRM system

Create a mailworx form and place it on your website. Then link the respective subscriber group for which you have already activated CRM synchronisation to your form, and all further steps will happen automatically. You can easily process the contacts you generate via your website in your CRM system.

You can find out more in the whitepaper “Creating forms”.

Link your website to your CRM system

The next step is to create a subscriber group in mailworx and link it to the corresponding form.

You can find out more in the whitepaper “Managing Subscriber Groups”.

The subscriber group you have created must then be synchronised with Microsoft Dynamics 365.

The new contacts are imported directly into your CRM system, where they can be further processed.

Where can I find installation instructions?

You can find detailed installation and configuration instructions here.