Signing up for an account is as easy as putting in your Email, Name, Company Name and choosing your password.Browse SyncApps
Signing up for an account is as easy as putting in your Email, Name, Company Name and choosing your password.
After entering your App credentials if you have questions while on any step in your Sync Profile please hover over any SyncNote tooltip to get detailed information on that specific integration service or related item.
Add-On to your integration help you link to many different Apps like Get Satisfaction, Futurelytics, twilio and more to enable your business to thrive in a data connected world.
The SyncApps Add-On screen allows you to select those you want and more for each App you connect. Press the Add-On you would like to configure and Press Next.
Additional field mapping is optional. Basic contact fields such as email address, contact name, address, company name are already mapped. You can also request to enable static text mapping capability.
Field mapping from your chosen App 1 & App 2 allows you to update existing records or new records with ease. Be sure that after adding new mapping please reset your SyncApps so all your data will be re-synced with the new mapping.
Filtering takes CRM records, filters based on the specified criteria and syncs the records into your target application.
Segmentation syncs records from each defined segment into separate lists.
Does it only work if you use Campaigns, Marketing Lists or Saved Searches and pull records based on your filters from CRM?
No, it also works if you do not use Campaigns, Marketing Lists or Saved Searches. Try it out today in Add-On!
Sync scheduling can be set up on paid plans. Sync on-demand is available on all trials to allow quick testing of your Apps integration. On paid plans Data and List sync occurs within this set schedule you choose.
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