---
title: "Configure Contact Sync"
url: "https://books.automatevalue.com/2/spotler-connector/40/configure-contact-sync"
---

# Configure Contact Sync

The connector syncs a contact from Dynamics 365 or Power App when a _[Spotler Job](../25/spotler-jobs)_ with the operation **Sync Contact** is created. This is the trigger for the connector to start doing its work.

You can create a _Spotler Job_ yourself, every time you make a change to a contact, but that would be cumbersome.

* [Workflows](#workflows)
* [Trigger Fields](#trigger-fields)

---

## Workflows

The connector installed a couple of [Workflows](https://learn.microsoft.com/en-us/power-apps/maker/data-platform/overview-realtime-workflows) that will trigger when an Account, Contact or Lead is created or changed and will create a _[Spotler Job](../25/spotler-jobs)_:

- `Account WF01 - Create Spotler Job`
- `Contact WF01 - Create Spotler Job`
- `Lead WF01 - Create Spotler Job`
- `Spotler Permissions WF01 - Create Spotler Job`

These Workflows can be tweaked to your liking, or even completely deactivated, if you wish to build the logic in another way, like [Power Automate](https://www.microsoft.com/en-us/power-platform/products/power-automate). 

### View Workflows
1. Sign in to the Dynamics 365 environment (or in to [Power Apps](https://make.powerapps.com/)).
2. Select the **Settings** icon (⚙️) on the upper right, and then select **Advanced settings**.
3. In the left navigation bar (or the down arrow next to **Settings** on the top bar), select **Processes** under **Process Center**. Click on **Processes** to view the processes.
4. Change the view dropdown from **My Processes** to **All Processes**.
5. In the Search bar, type in __*spotler__ and press enter to find all the workflows related to the connector.
6. In the list of processes, select the workflow that you want to open, **Activate** or **Deactivate**.

![workflows-list.png](https://books.automatevalue.com/u/workflows-list-rjnPH6.png)

### Activate / Deactivate (Draft)

You only need **Activate** the workflows for the type of **Table** that you want to synchronize to Spotler: **Account, Contact and/or Lead**.

In the [list of processes](#view-workflows), the column **Status** will tell if the Workflow is Active or not. You can change the status by selecting Workflow and then press **Activate** or **Deactivate** in the top command bar.

The workflow for **Spotler Permissions** should always be Active.

### Open Workflow

To open a Workflow go to the [list of processes](#view-workflows). Open the specific Workflow by clicking on the name of the Workflow.

The bottom part shows the Workflow steps. To view the Fields that trigger this Workflow, click on **View** next to the text **Record fields change**.

![workflow-contact-view.png](https://books.automatevalue.com/u/workflow-contact-view-JyafKb.png)

---

## Trigger Fields

Active Workflows only trigger for specific Fields that are changed. When a specific Field is changed, a _[Spotler Job](../25/spotler-jobs)_ will be created.

So, when the mapping is changed, you often want to update the specific Fields that triggers these workflows.

### Edit Fields

You can only edit a Workflow when it is in Draft (=Deactivated).

1. [Open the Workflow](#open-workflow).
2. Click on the **Deactivate** button in the top command bar and press **Deactivate** in the confirmation dialog.
3. Click the button **Select** next to the text **Record fields change**.
4. Select the **Fields** you want to trigger the Workflow for.
5. Press **OK** when done.
6. Press **Activate** in the top command bar to save and activate the Workflow. Press **Activate** in the confirmation dialog.

![workflow-fields.png](https://books.automatevalue.com/u/workflow-fields-t8y89i.png)