Features to Look for in a Good Integration

Angie oversees Cazoomi's operations. She enjoys traveling, loves dogs, is a 1% Pledge supporter, and a start-up entrepreneur with investments in several APAC startups. 3 minute read

features to look for in a good integration

Marketing has changed over the years. Technology advancements such as integration solutions with stiff competition have motivated businesses to upgrade to digital approaches to attain their goals.

This is how marketing automation gained so much ground. But the advancements didn’t stop here.

Marketers soon realized that they need a powerful tool that can provide them with everything they need.

Using an automation tool can improve data-consistency across systems.

Enter integration solutions.

It is possible to integrate different applications to maximize returns, save cost and time used by the sales team to reach out to customers.

It’s no secret that a decent integration platform is one that allows companies to sync their Salesforce to Mailchimp with little or no effort at all.

Such a platform needs to provide various major features that, in turn, facilitate effective and seamless customer relationship management (CRM) platform operations among other cloud-based applications.

In this article, we highlight two of the most essential components of Salesforce integration. We look at SyncApps for Salesforce to see how the integration tackled these two mission-critical features.

1. Filtering and Segmentation

This is a crucial aspect of Salesforce integration. It allows seamless filtering for CRM records and then proceeds to sync these records to your Mailchimp.

Being able to filter and segment all your contacts is important as it enables your marketing, sales, and customer support teams to get a clear view of how each customer is doing. This way, everyone is on the same page.

Your marketing team can personalize your emails to your customers using all the data collected in the process.

SyncApps Filtering and Segmentation also makes the process of opting out flawless, which is a big plus.

2. Automatic Sync Opt-Outs

This process is aided by the app’s filtering and segmentation functionality. It is normal for some customers to want to opt out due to various reasons. And in order to make this process easy for them, SyncApps offers an automatic opt-out procedure.

This option is supported through the custom field mapping between Salesforce and Mailchimp. This provision allows your company to map the selected Salesforce fields to Mailchimp fields directly.

Unlike other applications, SyncApps allows syncing of both new subscribers and unsubscribe data.

Try SyncApps for Free

We all like free apps and plugins and the internet has millions of them.

Now you can try Filtering and Segmentation and Automatic Sync Opt-outs plus all the Enterprise feature for full 2 weeks, risk-free.

Before your trial expires, switch up and choose one of SyncApps paid plans. Free is great, but getting a paid plan means getting more features and integrations and doing much of the work while you save more time and cost.

It may sound counterintuitive, but think about how much time you can save with proper integration. You know what they say –you get what you pay for.

Cazoomi’s SyncApps has all the major features your business needs. This integration platform makes it super easy to make good use of the data while still observing data protection and privacy regulations.

Don’t take our word for it. Check out what real people have to say.