Add-On Subscriptions

Additional Segmentation Feature (MINDBODY SyncApps only)

Segment your MINDBODY Studio clients according to the classes they take, events they attend, appointments they make or the products they buy from your business. Each segment becomes a tag in Infusionsoft on your client's record of the same name as the Class, Event, Appointment or Product name. For MailChimp, each becomes a Group or Segment under your Master List.

Note:Only applicable for MINDBODY SyncApps.

Free Plan

N/A

Basic Plan

$9.99

Pro Plan

$9.99

Enterprise Plan

$9.99

Enterprise Tier-2 Plan

0.00

Enterprise Tier-3 Plan

0.00

Campaign Response Sync

Sync unlimited Email Marketing Campaigns back to your CRM from any of our supported Marketing Automation solutions. Email Marketing Campaigns are synced back to CRM every 24 hours based on your sync schedule settings.

  • Constant Contact Event Campaigns (EventSpot)
  • Navatar Marketing Initiatives
  • Notes
  • Activities

Need Email Marketing Campaign history synced in real-time?
Try our Enterprise plan today!

Free Plan

$9.99

Basic Plan

Incl.

Pro Plan

Incl.

Enterprise Plan

Incl.

Enterprise Tier-2 Plan

Incl.

Enterprise Tier-3 Plan

Incl.

Custom Field Mapping

Map unlimited Custom Fields between your software applications connected in Step 4 of the Sync Profile.

note:Constant Contact subscribers are limited to only the 15 Custom Fields allowed on V2 API of Constant Contact.

http://support.cazoomi.com/hc/en-us/articles/207102823-Managing-Custom-Fields-in-Constant-Contact

Free Plan

$9.99

Basic Plan

Incl.

Pro Plan

Incl.

Enterprise Plan

Incl.

Enterprise Tier-2 Plan

Incl.

Enterprise Tier-3 Plan

Incl.

Filtering and Segmentation

Try out our Filtering and Segmentation feature which if using a filtering criteria then only records which match any of the filter criteria (AND/OR) within a segment will be synced from your CRM.

http://support.cazoomi.com/hc/en-us/articles/204088835-Filters-sync-records-from-CRM-with-specific-criteria

Filter records from MailChimp, Constant Contact and more back to CRM.

Free Plan

N/A

Basic Plan

$9.99

Pro Plan

Incl.

Enterprise Plan

Incl.

Enterprise Tier-2 Plan

Incl.

Enterprise Tier-3 Plan

Incl.

List Sync

Sync unlimited Marketing Lists (NetSuite Saved Searches, NetSuite Subscriptions, Salesforce Campaigns or Marketing Lists, Zoho CRM Campaigns or List Views, Highrise Tags, Dynamics CRM Marketing List, SugarCRM Target List, etc) to your Marketing Automation solution.

Free Plan

$9.99

Basic Plan

Incl.

Pro Plan

Incl.

Enterprise Plan

Incl.

Enterprise Tier-2 Plan

Incl.

Enterprise Tier-3 Plan

Incl.

Full Sync

The Full Sync Add-On is applicable to CRM and can be used in our trials and paid plans.

http://support.cazoomi.com/hc/en-us/articles/205232815-Need-to-automatically-remove-a-record-from-your-Marketing-Automation-solution

Once you are trialing the Add-On or purchase it outright on a plan you can set the schedule from the Add-Ons in Step 3 to Manual, Daily or Weekly.

Contacts or Leads removal function from CRM List(s), Saved Searches, Campaigns or Tags will be removed from matched Constant Contact/Infusionsoft/MailChimp/VerticalResponse Lists/Groups/Segments during a Full Sync.

If needing removal from a MailChimp List and not just a Group please get in touch with our 24/7 support@cazoomi.com team to have this enabled on your account today.

The Full Sync option is visible in Sync Add-On in Step 3 only if the subscriber selects a segmentation feature (either NetSuite Saved Search, Dynamic CRM Marketing List, Zoho/Salesforce Campaign, Bullhorn Tearsheet) or our "Enable Segmentation" feature in Step 5.

Free Plan

N/A

Basic Plan

N/A

Pro Plan

$9.99

Enterprise Plan

$9.99

Enterprise Tier-2 Plan

0.00

Enterprise Tier-3 Plan

0.00

Sync On Demand

Get real-time sync anytime you like with Sync on Demand. Need to manually press Sync Now so you can migrate some data from your CRM? OR Need to bring back your Marketing metrics now? Sync on Demand brings back Campaign Response each time it is used on your Sync Profile.

Get this Add-On subscription today.

Free Plan

$9.99

Basic Plan

$9.99

Pro Plan

Incl.

Enterprise Plan

Incl.

Enterprise Tier-2 Plan

Incl.

Enterprise Tier-3 Plan

Incl.

Sync Scheduling

Let's face it sometimes you need the data now. If you need a tighter sync time (every 6 or 12 hours) then grab this Add-On subscription today.

Free Plan

$9.99

Basic Plan

$9.99

Pro Plan

Incl.

Enterprise Plan

Incl.

Enterprise Tier-2 Plan

Incl.

Enterprise Tier-3 Plan

Incl.

Sync Zoho CRM Potentials (Zoho CRM SyncApps only)

Sync Zoho CRM Potentials information to your Marketing Automation solution. If this Add-On is enabled the "Last Potentials" fields in Zoho CRM will be available in custom field mapping tab in your Sync Profile while in Edit mode.

What this means is you will be able to see the last stage and Potentials name directly in Contact or Lead information.

Note:

Only applicable for Zoho CRM SyncApps.
If Zoho Potentials exceed 10,000 then API calls will be increased in your account.

Free Plan

N/A

Basic Plan

$9.99

Pro Plan

Incl.

Enterprise Plan

Incl.

Enterprise Tier-2 Plan

Incl.

Enterprise Tier-3 Plan

Incl.

Two Additional Sync Profiles

Grab 2 more Sync Profiles to manage your real-time business. Let's face it you sometimes just need to set up more landing pages to feed your SyncApps or different Sync Profile configurations without moving to our Enterprise plans.

Free Plan

$9.99

Basic Plan

$9.99

Pro Plan

$9.99

Enterprise Plan

Incl.

Enterprise Tier-2 Plan

Incl.

Enterprise Tier-3 Plan

Incl.

Use Checkbox Fields for Segmentation (Salesforce, Dynamics CRM 360 and Zoho CRM SyncApps Only)

Sync any CRM Checkbox Field on the Lead or Contact record to your Marketing Automation Lists/Groups/Segments.

Only applicable for Salesforce, Microsoft Dynamics CRM 360 and Zoho CRM SyncApps. See how it works!

Please note that using Checkbox Fields for Segmentation will cancel Campaign/List selection in your Sync Profile.

Note:List Sync Add-On is required to use Checkbox Fields for Segmentation.

Free Plan

$9.99

Basic Plan

$9.99

Pro Plan

$9.99

Enterprise Plan

0.00

Enterprise Tier-2 Plan

0.00

Enterprise Tier-3 Plan

0.00

Use Custom Opt-Out Field

Need to sync a field other than the standard Email Opt-Out field in your CRM?

Grab this Add-On Subscription today to expose the Custom Opt-Out field in SyncApps Custom Field mapping you use in your CRM to map over to your Marketing Automation solution.

Free Plan

N/A

Basic Plan

$9.99

Pro Plan

$9.99

Enterprise Plan

0.00

Enterprise Tier-2 Plan

0.00

Enterprise Tier-3 Plan

0.00

Incl.: Functionality is included in the plan, no Add-on is needed. N/A: Add-on is not available in the plan.