Recent webinars:

Upcoming live webinars:

No events found.

View full webinar calendar

 

 

 

 

 

 

Sync Your Office 365 Contacts

You can now sync your Office 365 Contacts to your Market Leader system! Syncing your Office 365 contacts into your Market Leader system makes managing your contacts easier than ever, because you’ll have your powerful Market Leader tools to engage ALL of your contacts.

Choose How to Sync

One-way SyncTwo-way Sync
From Office 365 to Market Leader ORFrom Office 365 to Market Leader AND
From Market Leader to Office 365From Market Leader to Office 365

Once you setup Office 365 sync, your contacts will automatically and continually sync to your Market Leader system (and vice versa, if you setup a two-way sync).

(info) After 90 days, you'll need to go back and re-authorize the Office 365 sync.

Choose What to Sync

Sync your contacts:

  • Contacts must have a phone number or email address to be synced
  • Contacts in the trash status will not be synced

Office 365 contacts will be in the NEW status upon syncing, the type will be Personal Contact, and the source will be Office 365, so you can easily search for these contacts. If you need to update or organize your Office 365 contacts once they're synced, you can maximize your time with Bulk Updates.

(warning) Delete with caution! If you setup a one-way sync, deleting a contact in your Office 365 Contacts will delete it from your Market Leader system as well. Similarly, if you have two-way sync setup, if you delete from your Market Leader system, it will also delete from your Office 365 Contacts.

Preparing Your Data

Before you sync any contacts, we highly recommend you prepare your data first:

  • Properly clean-up and organize your contact database(s)
  • Merge any duplicates in your Office 365 contacts
  • Have a plan to engage your synced contacts (e.g. adding them to a campaign)

Ready to sync? Watch how it's done in 30 seconds.

 

Additional Information: