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.
Answers & Ideas
|Questions? Get Help|
|Talk to a team member today?|
Engage your prospects, clients and partners in real-time with Act-On marketing automation connected to NetSuite CRM.
Sync NetSuite Company, Contacts or Leads to an Act-On Master List(s).
Filter and sync only those records who meet specific criteria from CRM.
Opt-outs managed automatically in NetSuite from Act-On.
Custom field mapping between both systems.
NetSuite always takes higher precedence over Act-On. Any data changes in NetSuite will always be synced to Act-On.
NetSuite supported Saved Search record types: Contact, Customer, Partner, Transaction. Each saved search will be synced to an Act-On Marketing List(s).
Enter your Sync Profile name. The Sync Profile name is just a description for you to remember the Sync Profile that you will create.
Next, enter NetSuite credentials. Grab your NetSuite credentials and if you have questions, please hover over any SyncNotes tool tip to get more information.
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.
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.
Next is Field Mapping. Field Mapping from Act-On and NetSuite allows you to update existing records or new records with ease.
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.
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.
Are you a start-up, non-profit, small business or Enterprise working with a NetSuite expert?Learn more!
"All integration Sync Profiles are running on all cylinders – thank you all for seeing this through and helping our NACD group complete this setup in record time. We are going to add some more filter & segmentation in the next couple of months, so I don’t want to say I won’t reach out again (hahaha) but thank you for your awesome integration support.”View Case Study
Focus on your sales by seamlessly integrating your Cloud, On-Premise or Plug-in applications.Get Started!
Touch base with the Cazoomi product team leads, share ideas, and get answers to your SyncApps questions.Contact Us!