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SyncApps® by Cazoomi offers an integration framework available to unite your company's data.

Deploying Software-as-a-Service for Financials, CRM & Marketing, eCommerce or Support?

SyncApps® by Cazoomi is the easiest way to synchronize your applications without breaking the bank. Once available to only Fortune 1000 companies, Cazoomi introduces a way for your business applications to talk to each other for less than the price of a Netflix subscription.

See other small businesses, education and non profits to even large enterprises who started on a Free Trial.

Act-On for Zoho CRM

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How Does Zoho CRM to Act-On SyncApps Work

Setup is super simple

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Major Features

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Sync Zoho CRM Contacts and Leads to an Act-On Master List(s).

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Sync Zoho CRM Potentials information to your Marketing Automation solution.

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Sync Act-On Email Campaign metrics back to the original Zoho CRM Campaign, Campaign Response custom field, Custom Modules or even Notes.

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Filter and sync only those records who meet specific criteria from CRM.

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Sync Opt-outs from both Zoho CRM and Act-On automatically.

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Custom field mapping between both systems.

How it Works!

1

Enter your Sync Profile name.  The Sync Profile name is just a description for you to remember the Sync Profile that you will create.

Enter your Sync Profile name
Enter Zoho CRM Credentials
2

Next, enter your Zoho CRM credentials.  Grab your Zoho CRM authentication token, and if you have questions, hover over any SyncNotes tooltip to get more information. ps..., those are the little green SyncNotes in the setup steps throughout SyncApps.

3

Enter Act-On credentials.  Connecting to Act-On is super simple.  Just press “Connect to Act-On” button to log into your account to validate the Sync Profile.

Enter Act-On credentials
Add-Ons
4

After that, you may select some Add-Ons.  The SyncApps Add-On screen allows you to select those you want and more for each app you connect.

5

Next is Field Mapping.  Field Mapping from you chosen App 1 and app 2 allows you to update existing records or new records with ease.

Next is Field Mapping.
Filter and Segmentation
6

Then, Filter and Segmentation.  Filtering takes CRM records, filters, based on specified criteria and syncs the records into your target application.

Segmentation sync records from each defined segment into separate lists.

7

And the last step is Sync Scheduling.  Sync Scheduling can be set up on paid plans. Sync On-Demand is available for all trials to allow quick testing of your apps' integration.

Sync Scheduling
Ideas and Answers to keep you up-to-date

IDEAS & ANSWERS TO KEEP YOU UP-TO-DATE.

Are you a start-up, non-profit, small business or Enterprise working with a Salesforce expert?

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Sync Your Applications Today

Focus on your sales by seamlessly integrating your Cloud, On-Premise or Plug-in applications.

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Customer Support

Questions? Contact our 24/7 support team.

Touch base with the Cazoomi product team leads, share ideas, and get answers to your SyncApps questions.

Contact Us!