GreenRope Microsoft Dynamics CRM Synchronization ToolGreenRope users can now integrate their current Dynamics CRM contacts with GreenRope’s powerful web-based sales and marketing solution
eImagine is proud to pair with business marketing software company GreenRope to offer a Microsoft Dynamics CRM add-on! GreenRope users can now integrate their current Dynamics CRM contacts with GreenRope’s powerful web-based sales and marketing solution.
Contact information is pushed via the add-on from Microsoft Dynamics CRM out to GreenRope, allowing users to specify which GreenRope group the contacts should be in. Users can also retrieve the GreenRope group name from within Dynamics CRM, also using the add-on. Changes made to
contacts in Dynamics CRM are synched with GreenRope on a real-time basis.
Contacts can also be bulk uploaded from Dynamics CRM to GreenRope
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Special Offer for New Users!
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Using the Synchronization Tool
The GreenRope Microsoft Dynamics CRM Synchronization Tool has two modes of updating contacts.
When a Dynamics CRM user adds a new contact that includes an email address, that contact is automatically pushed to GreenRope and associated with the group designated during setup. Any updates to that contact from within Dynamics CRM are also automatically pushed to GreenRope as well. This is all done behind the scenes in Dynamics CRM; the user does not need to initiate any of the syncing.
Contacts from Dynamics CRM can also be bulk-imported to GreenRope at any time. Detailed instructions are included in the usage document at this link (PDF document).
Download Usage Documentation
Includes screencaptures and detailed information on using the synchronization tool
Installation & Configuration
Your network administrator can implement the GreenRope Microsoft Dynamics CRM add-in into your existing CRM installation using published customizations.
To begin the install, you will need to have an existing GreenRope account with a username and password, which you will provide to your administrator for setup. You will also need to log into your GreenRope account before installation, and establish a group to associate with all new contacts entered into GreenRope. You will provide this group name to your administrator for setup as well.
Full installation documentation, including troubleshooting, is available here (PDF document).
Download Installation Documentation
Includes customization information along with screencaptures
Here you’ll find zip file of the GreenRope Microsoft Dynamics CRM Synchronization Tool available for download. Please choose the version of the tool that is designed for the current version of Dynamics CRM that you are using:
For Microsoft Dynamics CRM 2011 On-Premise Installation, RU6 or greater
For Microsoft Dynamics CRM