This synchronization process is defined in the pipeline batch CRM Campaigns Sync Pipeline Batch.

The campaign synchronization process involves the following steps:

  1. Read campaigns from CRM.
  2. Loop through the campaigns from CRM. For each campaign:
    1. Get the Sitecore campaign that corresponds to the CRM campaign if one exists, otherwise create a new Sitecore campaign.
    2. Get the Sitecore campaign category that corresponds to the tenant if one exists, otherwise create a new Sitecore campaign category.
    3. Apply value mappings by reading values from the CRM campaign and writing those values to the Sitecore campaign.
    4. Save Sitecore campaign.


A more detailed sequence diagram is available here.


Campaigns are not automatically deployed. You must manually deploy campaigns before they can be used in Sitecore.