Exelement SyncCloud

a fully managed integration platform as a service solution (managed iPaaS)

Integrate 

Visma

 with 

Microsoft Dynamics CRM (OAuth2.0 Authorization Code)

With our fully managed integration platform as a service, we can help you get your integration up and running fast, securely, and accurately.

We manage the whole process from A-Z, your integration runs in our cloud, and you don't need to host or manage any code or integration apps.

Visma

Microsoft Dynamics CRM (OAuth2.0 Authorization Code)

300+ applications
get your integration up and running today

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INTEGRATE EVERYTHING

Available integration methods

e-conomic

Tripletex

eAccounting

Visma.net ERP

Visma.net Payroll

Dinero

Route Optimization

Visma.net Employee

Visma.net HRM & Payroll

Dynamic Marketing Lists

  • List Dynamic Lead Lists: Get dynamic marketing lists.
  • List Dynamic List's Accounts: Get Accounts of a dynamic marketing lead list.
  • List Updated Dynamic Lists: Gets the updated dynamic marketing lists since last run.
  • List Dynamic Lists: Get dynamic marketing lists.
  • List Dynamic List's Contacts: Get Contacts of a dynamic marketing list.
  • List Dynamic List's Leads: Get Contacts of a dynamic marketing lead list.
  • List New Dynamic Lists: Gets the new dynamic marketing lists since last run.

Leads

  • List Updated Leads: Get updated leads.
  • List Leads By Email Address: Gets all matching leads from Dynamics by email address.
  • Get Lead: Gets a lead from Dynamics by ID.
  • Delete Lead: Deletes a lead.
  • List New Leads: Get new leads.
  • Update Lead: Update a lead.
  • Create Lead: Create a new lead.
  • List Leads: Get leads.

Campaign Responses

  • Link Contact to Campaign Response: Link a contact to a campaign response.
  • Update Campaign Response: Update a campaign response that is bound to a campaign.
  • Get Campaign Response: Get a campaign response.
  • List Campaign Responses: List campaign responses.
  • Create Campaign Response: Create a campaign response that is bound to a campaign.
  • Delete Campaign Response: Delete a campaign response.

Campaigns

  • Delete Campaign: Delete a campaign.
  • Update Campaign: Update an existing campaign.
  • Get Campaign By Name: Gets a campaign by name. Leaves through the True Exit if found, else through the False Exit. If multiple matches are found, only the first is returned.
  • Create Campaign: Create a campaign.
  • List Campaigns: Gets all campaigns in Dynamics.
  • Get Campaign: Gets a campaign from Dynamics by ID.

Marketing Lists

  • Create New Marketing List: Creates a new mailing list.
  • Get Marketing List: Gets a Marketing List from Dynamics by ID.
  • Get Marketing List By Name: Gets a Marketing List from Dynamics by name.
  • List Updated Marketing Lists: Gets the updated marketing lists since last run.
  • List Marketing Lists: Gets the Marketing Lists.
  • List New Marketing Lists: Gets the Marketing Lists added since the last run date.

Accounts

  • List New Accounts: Gets the new accounts added to Dynamics since the last time the process was run in this Cycle.
  • Delete Account: Deletes an account.
  • Update Account: Update an existing account.
  • Create Account: Create an account.
  • Get Account: Get an account specified by its ID.
  • List Updated Accounts: Gets the updated accounts added to Dynamics since the last time the process was run in this Cycle.
  • List Accounts: Gets a list of all accounts in Dynamics.
  • Get Account(s) By Email Address: Gets a list of all accounts in Dynamics that match the email provided.
  • List New and Updated Accounts: Gets the new and updated accounts added to Dynamics since the last time the process was run in this Cycle.

Products

  • List Updated Products: Gets a list of all products in Dynamics updated since the last run time.
  • List New Products: Gets a list of all products in Dynamics added since the last run time.
  • Get Product: Gets a Product from Dynamics by ID.
  • List New And Updated Products: Gets a list of all products in Dynamics added or updated since the last run time.
  • List Products: Gets a list of all products in Dynamics.

Contacts

  • Get Contact(s) By Email Address: Gets all matching contacts from Dynamics by email address.
  • Delete Contact: Deletes a contact.
  • List New and Updated Contacts: Gets the new and updated contacts added to Dynamics since the last time the process was run in this Cycle.
  • List Updated Contacts: Gets updated contacts in Dynamics since the last time the process was run in this Cycle.
  • List New Contacts: Gets the new contacts added to Dynamics since the last time the process was run in this Cycle.
  • Get Contact: Gets a contact from Dynamics by ID.
  • Create Contact: Creates a new contact.
  • List Contacts: Gets a list of all contacts in Dynamics.
  • Update Contact: Updates a contact.

Static Marketing Lists

  • List Static List's Accounts: Get static list's accounts.
  • Add Member(s) to Static List: Adds Members to a Static Marketing List.
  • List Static List's Leads: Get static lead list contacts.
  • List Static List's Contacts: Get static list contacts.
  • List Static Lead Lists: Get static marketing lists.
  • Remove Member(s) from Static List: Removes Members from a Static Marketing List.
  • List Static Lists: Get static marketing lists.

Tasks

  • Create Task: Creates a new task for the specified contact.

Fields

  • Get Entity Fields (List Objects): Get fields of a List object (for example contacts - as opposed to contact).
  • Get Entity Fields: Get a single entity (e.g. contact)'s fields. Can be used to map additional data that is not currently mapped in a method.

Roles

  • List Roles: Gets a list of all roles.

Teams

  • List Teams: Gets a list of all teams.

System Users

  • Get System User: Gets a system user from Dynamics by ID.
  • List System Users: Gets a list of all system users in Dynamics.
"I wanted to express my sincere appreciation for the exceptional service and successful HubSpot integration that your company delivered. The expertise, professionalism, and dedication demonstrated throughout the process were truly impressive. From the initial consultation to the final implementation, your team exhibited a deep understanding of our business needs. The smooth and efficient integration process, coupled with your proactive communication, ensured the project was completed within the agreed timeframe, exceeding our expectations. The integrated solution provided by Exelemnt SyncCloud is of outstanding quality, seamlessly connecting our HubSpot instance with our external service/data provider. This integration has significantly improved our workflow, enabling effective lead management, automated marketing campaigns, and has greatly enhanced our sales process and pipeline. It has truly empowered our team and given us a competitive advantage. Thank you for your remarkable service. I highly recommend Exelemnt SyncCloud for successful HubSpot integrations, and I look forward to future collaborations."

Zoran Mitrovic

Digitaliseringschef / CDO, Euro Finans

"Exelement SynCloud Helped Us Growth +400% Net Profits. The value our organization has seen working with Exelement SyncCloud has been extremely beneficial to our growth and helped position us for continued+sustanable growth. The Exelement team is super knowledgeable, and resourceful, and has a war chest full of additional items to help any organization meet its HubSpot needs. As an executive leader within the org, I've experienced multiple HubSpot and Salesforce buildouts; however, I've never worked with such as helpful/responsive partner as Exelement."

Christopher L. Hackney

Director of Operations, IT’S A SECRET MED SPA

Looking for additional or custom integration methods?

We can customize the integration to work with any additional or custom methods, get in touch with our team to discuss your particular integration needs.

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