Only Admins and Managers can edit integration settings. You must be an admin in both Lusha and MS Dynamics to set up the integration.
How to connect and configure field mapping
1
Open the Integrations tab
Log in to your Lusha dashboard and go to the Integrations tab.
2
Connect MS Dynamics
Select MS Dynamics from the table and click Connect.
3
Enter your organisation URL
Enter your Dynamics organisation URL when prompted. Copy this from the URL of your Microsoft CRM.
4
Sign in to your CRM
Sign in to your CRM when prompted (skipped automatically if you’re already logged in).
5
Continue to field mapping
Click Continue to field mapping.
6
Map fields for each record type
Under Field mapping, you’ll see three record types: Account, Contact, and Lead. Map Lusha fields to the corresponding Dynamics fields for each record type.
When adding a new field, the field type in Dynamics must match the Lusha field type. Each field can be remapped to a different Dynamics field to control exactly where enriched data lands.
How to add predefined value fields
1
Select a record type
Select a record type (Account, Contact, or Lead).
2
Add a predefined value field
Click + Add field and choose Predefined Value.
3
Select a Dynamics field
Select an MS Dynamics field from the available options.
4
Enter your predefined value
Enter your predefined value.
5
Save your changes
Click Save changes before switching tabs.
Conditional field mapping
Conditional field mapping lets you set secondary field values that are updated automatically when an email or phone field is enriched - useful for routing leads or flagging record status after enrichment.1
Open Field mapping
In your Lusha account, go to Field mapping.
2
Open advanced mapping for a field
Click Advanced next to the Email 1 or Phone 1 field.
3
Describe the value in the Map dropdown
In the Map dropdown, enter text to describe the value - this creates a predefined field that will update after the parent field is enriched.
4
Apply the conditional rule
Click Apply to save the conditional rule.
5
Save your changes
Click Save Changes at the bottom of the page.