Cazoomi.com Story

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.

NetSuite to Act-On

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How Does NetSuite to Act-On SyncApps Work

Setup is super simple

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Major Features

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Sync NetSuite Company, Contacts or Leads to an Act-On Master List(s).

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

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Opt-outs managed automatically in NetSuite from Act-On.

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Custom field mapping between both systems.

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NetSuite always takes higher precedence over Act-On. Any data changes in NetSuite will always be synced to Act-On.

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NetSuite supported Saved Search record types: Contact, Customer, Partner, Transaction. Each saved search will be synced to an Act-On Marketing List(s).

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 NetSuite credentials
2

Next, enter NetSuite credentials. Grab your NetSuite credentials and if you have questions, please hover over any SyncNotes tool tip to get more information.

3

Then enter Act-On credentials. Connecting to Act-On is super simple. Press the button to log in to your account to validate your Sync Profile.

Enter Act-On credentials
Select some Add-Ons
4

And after that, you may select some Add-Ons. The SyncApps Add-Ons 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.

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!