Application integration
Connects supported business applications through configurable Set Ups.
Use case
Connect a CRM with a marketing application without building a custom connector.
EXPLORE SYNCAPPS FEATURES
Powerful features.
Simpler workflows.
Everything you need to connect your CRM, marketing, and business apps. From two-way data syncing and custom field mapping to audience segmentation and automation, SyncApps keeps your data flowing and your teams moving.
FEATURES BY WORKFLOW
What needs to move
between your apps?
Features vary by integration, account plan, enabled options, and connected app permissions. Check your app's details below or talk with our team about your workflow.
Keep customer records aligned.
Connect your apps and match the people already in them.
Record synchronization
Creates and updates supported contacts, leads, customers, accounts, and other records between connected applications.
Use case
Keep customer details current across sales and marketing systems.
One-way and two-way synchronization
Controls supported record flows and update priority between applications. Some response and subscription flows have separate controls.
Use case
Send customer records to marketing while receiving selected profile updates back.
Record matching
Uses supported email addresses, external IDs, or connector-specific identifiers to associate records across applications.
Use case
Update an existing customer instead of creating another record for the same person.
Build audiences from your data.
Map the details you need. Choose who belongs in each audience.
Field mapping and transformation
Maps standard and custom fields, translates values, and supports eligible static values and expressions.
Use case
Convert source classifications into the destination's expected field values.
Data filtering
Selects records using configured field conditions, source lists, campaigns, or saved searches.
Use case
Sync only active customers in a selected region.
Audience segmentation
Maintains supported lists, groups, or tags based on source membership and field values.
Use case
Build separate audiences for different product interests.
Keep preferences in step.
Carry subscription changes and record updates into your connected apps.
Subscription preference synchronization
Transfers supported opt-out and resubscription states using standard or eligible custom fields.
Use case
Reflect a newsletter unsubscribe in the connected customer record.
Record lifecycle handling
Applies supported email change, deletion, archival, conversion, and inactive record behavior.
Use case
Keep destination records aligned after CRM cleanup.
Set the pace. See the results.
Choose when to sync, reconcile membership, and check each run.
Scheduled and manual synchronization
Runs eligible integrations on recurring schedules or starts a sync on demand.
Use case
Refresh records overnight and run an extra sync after correcting data.
Full Sync reconciliation
Rechecks supported membership against the source and applies configured cleanup rules.
Use case
Remove stale audience membership after source criteria change.
Webhook updates
Receives supported application events to process selected profile or email activity changes.
Use case
Reflect a subscriber profile edit without waiting for scheduled retrieval.
Sync monitoring and troubleshooting
Provides run history, progress, record outcomes, error details, downloadable logs, and supported notifications.
Use case
Find rejected records and investigate a failed sync.
Connect the work around your customers.
Bring campaign activity, events, sales, support, and training into supported workflows.
Campaign engagement reporting
Returns supported marketing responses, including opens, clicks, bounces, and clicked links.
Use case
Let sales staff review a prospect's email engagement in CRM.
Historical data retrieval
Uses supported start dates and campaign history options to retrieve earlier data.
Use case
Import historical campaign responses into a newly connected system.
Event and registration integration
Transfers supported event, registrant, registration status, and custom question data.
Use case
Track event signups and attendee preferences in CRM.
Lead capture
Imports supported lead form submissions and maps their answers into destination fields.
Use case
Send advertising signups into the sales follow-up process.
Commerce and sales data integration
Transfers supported customer, product, opportunity, or commerce data through eligible integration pairs.
Use case
Give sales and marketing teams access to relevant ERP data.
Support ticket and case integration
Exchanges supported tickets, cases, comments, customer details, and time tracking.
Use case
Connect the support team's ticket workflow with ERP case records.
Learning user provisioning
Creates and updates supported learner accounts, profile fields, and active status.
Use case
Maintain training accounts from employee records managed in CRM.
Find the features for your apps.
Open an application to explore its features and example workflows. Supported records, sync direction, and available options depend on the integration pair.
Salesforce
32 features
Connects with Constant Contact, Mailchimp, Act-On, Relias Learning, TalentLMS, MIR3, Klaviyo, ActiveCampaign, Brevo, Infusionsoft, Mandrill, Eventbrite, NetSuite, Facebook.
Contact, lead, and account sync
Selects the Salesforce record type to send to a supported marketing application. Person Account handling is available where configured.
Use case
Send customer contacts and prospect leads through separate Set Ups.
New subscriber record type
Chooses the Salesforce object to create for new subscribers received from the marketing application.
Use case
Create new newsletter subscribers as leads.
Campaign member sync
Uses Salesforce Campaign membership to populate marketing lists, groups, or tags.
Use case
Build an email audience from a product launch Campaign.
List View sync
Uses selected Salesforce List Views as the source of records and segments.
Use case
Send only contacts in a regional sales List View to marketing.
Marketing List sync
Supports Salesforce marketing lists where the required list functionality is configured.
Use case
Let sales manage membership in Salesforce.
Campaign selection rules
Selects Campaigns and limits them by creation date, record type, or Campaign Member status.
Use case
Sync only active Campaigns with approved member statuses.
Checkbox segmentation
Turns configured Salesforce checkbox fields into marketing segment membership.
Use case
Maintain a separate audience for each checked product interest.
Multi-select picklist segmentation
Uses selected values in a multi-select field to assign marketing groups or tags where supported.
Use case
Add a contact to several interest groups from one Salesforce field.
Campaign response sync
Returns supported campaign engagement metrics to Salesforce.
Use case
Show email engagement beside the lead record.
Campaign and activity response modes
Controls whether responses create campaign records, activities, or the supported combination.
Use case
Give managers campaign reporting and sales representatives activity history.
Response event selection
Limits response processing to opens and clicks, bounces, or other supported event selections.
Use case
Record bounces without importing every send event.
Clicked URL reporting
Includes clicked links in campaign response details.
Use case
Identify contacts who clicked a pricing page.
Send event tasks
Creates Salesforce tasks for supported email send events.
Use case
Keep a record of which campaign messages a lead received.
Completed activity status
Creates campaign response tasks with a completed status.
Use case
Keep historical email activity out of the open task queue.
Responses on all matching records
Can attach campaign responses to all Salesforce records with the same email address.
Use case
Record engagement on duplicate contact records used by separate teams.
Salesforce Files for response data
Uses Salesforce Files instead of older attachments for supported response output.
Use case
Make response files available through Salesforce Lightning.
Opportunity field mapping to Mailchimp
Exposes supported Opportunity fields for mapping through the primary contact relationship.
Use case
Segment primary contacts using opportunity data.
Event and registrant sync
Creates campaign-related event data and maps registrants, statuses, and supported custom questions.
Use case
Track Eventbrite registrations in Salesforce Campaigns.
CRM opt-out propagation
Unsubscribes or removes marketing records when configured Salesforce opt-out fields change.
Use case
Apply a sales representative's opt-out update to the marketing audience.
Resubscription handling
Clears the configured Salesforce opt-out flag when a supported marketing resubscription occurs.
Use case
Reflect a returning subscriber's changed status in Salesforce.
Source deletion handling
Propagates supported Salesforce record deletions to the marketing destination when enabled.
Use case
Remove marketing records associated with deleted CRM contacts.
Converted lead cleanup
Removes previously synced leads after conversion, with controls for the main list and prior lead records.
Use case
Avoid leaving old lead entries alongside converted contacts.
Blank email cleanup
Removes a previously synced marketing record when its Salesforce email becomes blank, if enabled.
Use case
Stop retaining an address removed from the CRM record.
Email change handling
Offers supported update or recreate behavior when the source email address changes.
Use case
Update a Mailchimp or Constant Contact address while retaining supported history.
Alternate email matching
Checks configured additional email fields before creating or updating a Salesforce record.
Use case
Match a subscriber's work email to an existing contact.
Same-object matching
Can limit duplicate matching to the selected Salesforce object type.
Use case
Create a lead even when a contact already uses that email address.
Account creation control
Controls whether a missing company creates a new Salesforce Account.
Use case
Keep company creation under the CRM administrator's control.
Missing name fallback
Can supply "Unknown" for missing required first or last names.
Use case
Import a subscriber whose form collected only an email address.
Namespace support
Accepts a configured namespace for supported packaged fields and objects.
Use case
Map fields belonging to a Salesforce package.
NetSuite customer, item, and opportunity integration
Uses a dedicated process with separate customer, item, and opportunity sync mode controls.
Use case
Keep Salesforce sales data connected to NetSuite customer and product records.
Learner provisioning integrations
Sends selected Salesforce student records to Relias Learning or TalentLMS through dedicated processes.
Use case
Maintain training users from Salesforce-managed employee records.
Facebook lead import
Receives leads from a selected Facebook Page and form.
Use case
Send advertising form submissions into the Salesforce sales workflow.
NetSuite
23 features
Connects with Constant Contact, Mailchimp, iContact, Nimble, HubSpot, Klaviyo, Brevo, Mandrill, ActiveCampaign, Salesforce, Zendesk.
Customer and contact sync
Sends selected NetSuite entity records to a supported destination.
Use case
Build a customer newsletter list from NetSuite.
Saved Search selection
Uses configured NetSuite Saved Searches to select records and supply segmentation.
Use case
Send only customers returned by an approved Saved Search.
Subscription-based selection
Uses a named NetSuite subscription to select the people to sync.
Use case
Maintain a marketing audience for one subscription category.
Subscription-specific unsubscribe
Updates selected subscription statuses instead of the Global Subscription Status when configured.
Use case
Record a newsletter unsubscribe without changing unrelated subscriptions.
Checkbox segmentation
Uses configured NetSuite checkbox fields to determine marketing membership.
Use case
Assign contacts to product-interest lists.
Campaign response sync
Writes supported marketing campaign engagement back to NetSuite.
Use case
Let account managers see customer email engagement.
Email subject in responses
Includes the email subject in supported campaign response output.
Use case
Identify which message generated a response.
Empty-response campaign creation
Can create a campaign record even when no engagement responses exist.
Use case
Retain campaign coverage before recipients engage.
Opt-out propagation
Applies configured NetSuite opt-out statuses to the marketing destination.
Use case
Stop sending to customers marked opted out in NetSuite.
Inactive record handling
Can remove or unsubscribe inactive customers and contacts from the destination.
Use case
Exclude inactive accounts from an ongoing email program.
Source deletion sync
Propagates supported NetSuite customer or contact deletions when enabled.
Use case
Remove destination records after NetSuite cleanup.
Resubscription and soft opt-in
Can clear opt-out state or apply supported soft opt-in status based on marketing subscription state.
Use case
Reflect a customer's subscription change in NetSuite.
New subscriber entity type
Selects the NetSuite entity type for new marketing subscribers.
Use case
Create inbound subscribers as leads rather than customers.
Parent customer assignment
Creates new customers under a configured parent customer.
Use case
Group newly created branch customers under their corporate parent.
Company versus individual creation
Can create customers or leads as companies when a company name is present.
Use case
Keep business subscribers in company-style NetSuite records.
Email as entity ID
Can use an email address as the entity ID for a new customer or contact.
Use case
Apply an email-based naming convention to inbound records.
OneWorld subsidiary default
Assigns a configured default subsidiary to new records.
Use case
Create subscribers in the correct OneWorld subsidiary.
NetSuite custom field mapping
Maps supported custom record fields, including configured Center Sales Rep fields.
Use case
Send business-specific account attributes to marketing.
Character compatibility option
Can remove unsupported UTF-16 characters from supported payloads.
Use case
Prevent rejected records caused by incompatible characters.
Salesforce customer sync modes
Controls the customer flow used by the NetSuite and Salesforce integration.
Use case
Maintain customer details across sales and ERP systems.
Salesforce item and opportunity sync modes
Separately configures product/item and opportunity synchronization.
Use case
Keep sales teams' product and opportunity information aligned with NetSuite.
Nimble contact integration
Uses a dedicated contact integration with Nimble.
Use case
Give relationship managers access to NetSuite contact information.
Zendesk support case integration
Exchanges supported ticket, case, customer, and contact data with Zendesk.
Use case
Connect support operations to NetSuite customer records.
Constant Contact
21 features
Connects with Salesforce, NetSuite, Navatar, Propertybase, Apto, Agentforce Nonprofit, Nonprofit Accelerator, Salesforce Nonprofit Success Pack.
Main List sync
Creates or uses a named Main List for the Set Up.
Use case
Keep an integration's subscribers in a designated list.
CRM segment to list sync
Creates or matches Constant Contact lists from supported source segments.
Use case
Mirror Salesforce Campaigns or NetSuite Saved Searches as email lists.
Selected lists back to CRM
Retrieves subscribers from selected Constant Contact lists.
Use case
Bring subscribers from several signup lists into CRM.
All active contacts retrieval
Can retrieve active contacts beyond the specified Main List.
Use case
Import contacts maintained across the account.
Campaign recipient import
Can include campaign recipients outside the Main List.
Use case
Create missing CRM records for campaign recipients.
Two-way list membership
Can send supported list membership changes back to the connected CRM.
Use case
Reflect a subscriber's list membership in the matching CRM list.
Campaign response selection
Selects supported campaigns for response synchronization.
Use case
Report on a chosen campaign rather than every campaign.
Unique open reporting
Can retrieve unique opens for response reporting.
Use case
Focus reporting on recipients who opened a message.
Field update precedence
Offers supported source-priority choices for contact updates.
Use case
Keep the CRM authoritative for shared contact fields.
One-way contact sync
Prevents Constant Contact contact creation in the source system while preserving separately configured metrics and unsubscribe flows.
Use case
Keep subscriber creation in CRM while receiving campaign results.
Unsubscribe status sync
Updates the connected system when Constant Contact contacts unsubscribe, with an option to suppress that flow.
Use case
Show marketing opt-outs in the CRM record.
Full Sync list cleanup
Reconciles list membership and optionally removes records that no longer belong to the Set Up. Some removal options affect all lists.
Use case
Remove contacts who no longer meet the source Campaign criteria.
Role email filtering control
Controls whether supported role-based email addresses are filtered.
Use case
Include an approved shared departmental email address.
State name conversion
Can retrieve state names instead of abbreviations.
Use case
Populate CRM fields that expect full state names.
Address and company sync controls
Separately controls physical address and company name updates.
Use case
Maintain destination addresses manually while syncing other fields.
Phone country formatting
Formats valid local phone numbers using a selected default country.
Use case
Send local telephone numbers in a consistent format.
Default phone mapping
Can copy Work Phone into the default phone field.
Use case
Populate destinations that rely on the default phone field.
Typed address mapping
Enables supported Home, Work, and Other address mappings.
Use case
Keep personal and business addresses in the correct fields.
SMS phone synchronization
Syncs the supported mobile phone field as the Constant Contact SMS phone number.
Use case
Make a CRM mobile number available to the SMS workflow.
Explicit SMS consent mapping
Can leave consent unset or use a configured source consent field.
Use case
Transfer an explicit source SMS consent value with the number.
SMS consent date mapping
Uses a configured consent date field or record modified date according to the selected mode.
Use case
Send the source consent date alongside the consent status.
Mailchimp
17 features
Connects with Salesforce, NetSuite, Navatar, Propertybase, Apto, Agentforce Nonprofit, Nonprofit Accelerator, Salesforce Nonprofit Success Pack.
Main Audience sync
Uses a selected existing Mailchimp Audience for record creation and updates.
Use case
Keep CRM subscribers in the correct audience.
Group or tag segmentation
Creates supported groups or tags from source lists, campaigns, or filtering segments.
Use case
Target subscribers by Salesforce Campaign membership.
Multiple Group Categories
Supports multiple group categories when the option is available.
Use case
Maintain separate product-interest and regional categories.
Group category naming
Sets the group category used by the integration.
Use case
Keep integration-created groups under a recognizable category.
Obsolete group cleanup
Removes groups that no longer correspond to supported active source segments.
Use case
Retire groups left behind by closed Campaigns.
Full Sync audience reconciliation
Reconciles audience membership against the source criteria.
Use case
Remove subscribers who no longer qualify for the Set Up.
Deletion method selection
Controls supported archive or deletion behavior during cleanup.
Use case
Choose the required cleanup behavior for records leaving the integration.
Tag-based deletion protection
Protects qualifying contacts from cleanup when they have existing Mailchimp tags.
Use case
Preserve tagged contacts managed by another marketing process.
Archived contact restoration
Can add archived records back while treating unsubscribed and deleted records separately.
Use case
Restore an archived CRM contact who remains eligible for sync.
Double opt-in
Enables Mailchimp's supported double opt-in behavior.
Use case
Require confirmation for newly synced subscribers.
Unsubscribe status sync
Returns unsubscribe state to the source, with a control to suppress it.
Use case
Update the CRM opt-out field after a Mailchimp unsubscribe.
Subscriber profile webhooks
Uses Mailchimp webhooks to send supported contact profile changes back to the source.
Use case
Update CRM profile fields after a subscriber edits their details.
Administrator profile updates
Can include contact profile edits performed by a Mailchimp administrator.
Use case
Reflect corrections made by the marketing operations team in CRM.
Existing subscriber refresh
Can update existing source records when a new subscription occurs.
Use case
Recheck membership when a known contact subscribes again.
eCommerce data sync
Sends supported commerce data with configured store name and currency.
Use case
Make supported NetSuite commerce information available in Mailchimp.
One-way subscriber control
Prevents Mailchimp subscribers from creating records in the source system.
Use case
Keep new CRM record creation controlled by the sales team.
Campaign selection and responses
Selects campaigns and returns supported engagement data to the source.
Use case
Give account managers visibility into email activity.
ActiveCampaign
9 features
Connects with Salesforce, NetSuite, Agentforce Nonprofit, Nonprofit Accelerator.
List and tag segmentation
Creates supported lists, tags, or both from source segmentation.
Use case
Group contacts by CRM Campaign or NetSuite Saved Search.
Default target list
Selects a default destination list, or permits contacts without a default list selection.
Use case
Put inbound CRM contacts into the right subscription list.
Selected list retrieval
Limits records received from ActiveCampaign to selected lists.
Use case
Bring back only contacts in a designated signup list.
One-way subscriber control
Prevents subscribers from creating source records while preserving separately configured response and unsubscribe flows.
Use case
Use CRM as the source of new records.
Profile update synchronization
Sends supported subscriber profile changes back to the source.
Use case
Keep CRM contact details aligned with subscriber edits.
Administrator update handling
Can include profile updates made by ActiveCampaign administrators.
Use case
Transfer marketing team's contact corrections to CRM.
Unsubscribe status sync
Returns unsubscribed state to the source unless disabled.
Use case
Keep the source opt-out field current.
Campaign engagement sync
Returns supported campaign responses to the connected source.
Use case
Make opens, clicks, and bounces available to account managers.
NetSuite list-box field mapping
Supports eligible NetSuite and ActiveCampaign list-box mapping combinations.
Use case
Transfer values between supported selection fields.
HubSpot
5 features
Connects with NetSuite.
Contact sync and precedence
Synchronizes supported contact data with a chosen update priority. The configuration notes that the sync mode cannot be changed within an existing Set Up.
Use case
Keep NetSuite authoritative for shared contact details.
Selected HubSpot lists
Restricts records retrieved from HubSpot to selected lists.
Use case
Create NetSuite records only for a designated HubSpot audience.
One-way contact control
Prevents HubSpot contacts from creating NetSuite records.
Use case
Send ERP contacts into HubSpot without importing new contacts back.
Form and UI profile updates
Sends supported updates made through HubSpot forms or its UI back to NetSuite.
Use case
Reflect a subscriber's updated details in ERP.
Unsubscribe status sync
Returns supported unsubscribe state unless disabled.
Use case
Keep subscription state visible in NetSuite.
Klaviyo
8 features
Connects with Salesforce, NetSuite.
Main List synchronization
Creates or uses a named Klaviyo list for the integration.
Use case
Maintain an audience for ERP customers.
Source segment membership
Uses supported source segments to maintain destination list membership.
Use case
Target a subset of Salesforce contacts.
One-way contact control
Prevents Klaviyo contacts from creating source records.
Use case
Keep CRM in control of new contact creation.
All active contact retrieval
Can retrieve active contacts beyond the Main List.
Use case
Import existing Klaviyo contacts into the source system.
Profile change events
Can create an event whenever a person is created or updated by the integration.
Use case
Trigger a Klaviyo flow after a synced profile change.
Campaign response selection
Selects supported campaigns for response sync.
Use case
Report campaign activity in Salesforce or NetSuite.
Unsubscribe status sync
Returns unsubscribe state unless disabled.
Use case
Reflect a Klaviyo opt-out in CRM.
Full Sync cleanup
Reconciles source membership and optionally removes contacts beyond the integration's lists.
Use case
Remove contacts who no longer qualify for a segment.
Brevo
4 features
Connects with Salesforce, NetSuite.
Main List contact sync
Synchronizes supported source contacts into a configured Brevo Main List.
Use case
Maintain a Brevo audience from Salesforce or NetSuite.
One-way subscriber control
Can prevent Brevo subscribers from creating source records.
Use case
Keep source record creation under the CRM team's control.
Unsubscribe status sync
Returns supported unsubscribe state unless disabled.
Use case
Keep CRM opt-out status aligned with Brevo.
Contact field mapping
Maps supported source and Brevo contact fields.
Use case
Send customer attributes required for campaign personalization.
Act-On
4 features
Connects with Salesforce.
Main List synchronization
Creates or uses a configured Act-On Marketing or Signup List.
Use case
Send Salesforce contacts into a marketing audience.
One-way contact control
Prevents Act-On contacts from creating Salesforce records.
Use case
Keep sales responsible for CRM record creation.
Unsubscribe synchronization
Sends supported opt-out state back to Salesforce unless disabled.
Use case
Update the Salesforce opt-out field after an unsubscribe.
Campaign selection and response sync
Selects supported campaigns and returns engagement responses.
Use case
Show Act-On engagement in Salesforce campaign history.
iContact
4 features
Connects with NetSuite.
Main List synchronization
Creates or uses a named list for NetSuite records.
Use case
Maintain a customer email list from ERP.
Main List only mode
Can suppress creation of additional segmentation lists.
Use case
Keep all synced subscribers in a single list.
One-way subscriber control
Prevents iContact subscribers from creating NetSuite records.
Use case
Keep NetSuite as the record creation source.
Do Not Contact synchronization
Returns supported Do Not Contact state unless disabled.
Use case
Reflect marketing contact restrictions in NetSuite.
Mandrill
3 features
Connects with Salesforce, NetSuite.
Transactional email response integration
Builds supported campaign response data from Mandrill message activity.
Use case
Show transactional email engagement in CRM.
Message campaign details
Includes supported message subject, sent date, and campaign identification in response records.
Use case
Identify which transactional message generated engagement.
Email event webhooks
Registers and receives supported Mandrill webhook events.
Use case
Receive email activity updates without relying only on scheduled retrieval.
Infusionsoft
5 features
Connects with Salesforce.
Contact synchronization
Exchanges supported contact data with Salesforce.
Use case
Maintain marketing contacts from CRM.
Tag-based source selection
Restricts records retrieved from Infusionsoft to configured tags.
Use case
Bring only qualified subscribers into Salesforce.
One-way contact control
Can prevent Infusionsoft contacts from creating Salesforce records.
Use case
Keep new CRM record creation controlled by sales.
Unsubscribe state sync
Returns supported opt-out state unless disabled.
Use case
Reflect an Infusionsoft unsubscribe in Salesforce.
Note synchronization
Sends supported Infusionsoft notes back to matched Salesforce records when enabled.
Use case
Give sales staff access to notes recorded in Infusionsoft.
Eventbrite
6 features
Connects with Salesforce.
Event to Campaign integration
Synchronizes supported Eventbrite events into Salesforce campaign-related records.
Use case
Manage an event's CRM follow-up through a Salesforce Campaign.
Registrant integration
Sends supported attendee and registrant details into the Salesforce event workflow.
Use case
Associate event signups with CRM contacts and leads.
Campaign Member name mapping
Maps Eventbrite registrant names to supported Campaign Member fields.
Use case
Retain attendee names in the Campaign Member record.
Registration and payment details
Maps supported event registration and payment statuses through event fields.
Use case
Identify registrants with different registration or payment states.
Custom question mapping
Exposes supported Eventbrite custom questions for mapping.
Use case
Send a registrant's session preference into Salesforce.
Separate event fields
Can use separate custom fields for event-related data.
Use case
Keep event registration fields separate from email campaign fields.
Zendesk
22 features
Connects with NetSuite.
Zendesk ticket to NetSuite case
Creates and updates supported NetSuite cases from Zendesk tickets.
Use case
Give ERP users visibility into support issues.
NetSuite case to Zendesk ticket
Sends supported NetSuite case data to Zendesk tickets.
Use case
Let the support team work on cases originating in ERP.
Create-once and reverse-update mode
Can create the initial case from Zendesk and then apply NetSuite updates to Zendesk.
Use case
Establish the case in NetSuite before using it as the update source.
Customer and contact synchronization
Links or synchronizes supported customer and contact details.
Use case
Show the correct ERP customer behind a ticket.
Organization creation
Can create a Zendesk organization for a synced contact's company.
Use case
Group ticket requesters by their NetSuite company.
Related customer field mapping
Allows eligible Zendesk field mappings to update related NetSuite customer fields.
Use case
Update a customer attribute through the connected support workflow.
Ticket tag filtering
Restricts ticket synchronization to configured tags.
Use case
Send only ERP-related tickets to NetSuite.
Brand filtering
Limits synchronization to selected Zendesk brands.
Use case
Integrate one support brand with an ERP account.
Comment synchronization
Transfers supported ticket comments, including a private comment option.
Use case
Keep internal support discussion in the connected case.
HTML comments
Can transfer supported comments as HTML instead of plain text.
Use case
Preserve comment formatting in the destination.
Time tracking sync
Sends supported Zendesk time tracking to NetSuite with a configured service item.
Use case
Record support time against the ERP case.
Ticket field defaults
Supports overriding configured priority, type, and status defaults.
Use case
Apply the destination team's case classification.
NetSuite ID acknowledgment
Can add an internal Zendesk indication that a NetSuite case was created.
Use case
Let agents confirm that a ticket reached ERP.
Requester and assignee creation controls
Controls new NetSuite entity or employee creation when matching fails.
Use case
Avoid creating ERP records for unknown ticket participants.
Blank requester handling
Can create an orphan ticket customer identity when the requester has no email.
Use case
Process a supported ticket without an email-based requester match.
Welcome email control
Can suppress welcome emails for Zendesk users created by SyncApps.
Use case
Import existing customers without sending extra welcome messages.
External ID and entity ID handling
Configures supported external ID prefixes and the NetSuite identifier shown in Zendesk notes.
Use case
Make customer references recognizable to support agents.
Field length compatibility
Can truncate supported case subject or phone values to destination limits.
Use case
Process an overlong ticket subject without a field-length rejection.
Embedded NetSuite app actions
Provides implemented NetSuite customer and transaction views through the Zendesk app.
Use case
Look up customer transactions while handling a ticket.
Customer search and creation in the app
Searches NetSuite customers and supports customer creation through the embedded app.
Use case
Find or create the customer associated with a support request.
Transaction address updates
Updates supported billing or shipping addresses through the app's NetSuite transaction workflow.
Use case
Correct the address associated with a customer order.
Return authorization option
Adds eligible RMA viewing and creation from an existing sales order.
Use case
Start a return authorization during a support conversation.
Nimble
3 features
Connects with NetSuite.
NetSuite contact integration
Uses a dedicated process to synchronize supported contact data with Nimble.
Use case
Give relationship managers access to ERP contacts.
Contact field mapping
Makes supported Nimble and source fields available to the integration.
Use case
Include the customer attributes used by relationship managers.
NetSuite financial fields
Creates a NetSuite field group with supported balance, overdue balance, days overdue, deposit, and unbilled order fields.
Use case
Give relationship managers account payment context in Nimble.
Relias Learning
4 features
Connects with Salesforce.
Learner creation and updates
Creates or updates supported Relias learner records from Salesforce student data.
Use case
Provision training accounts from Salesforce employee records.
Worker ID matching
Uses supported external or worker identifiers when matching learner records.
Use case
Match an existing learner to the correct employee.
Learner profile fields
Transfers supported profile, department, location, job, and employment date fields.
Use case
Keep training profiles aligned with employee details.
Learner active status
Applies supported active status changes from the source.
Use case
Update a learner's status when their employment status changes.
TalentLMS
4 features
Connects with Salesforce.
Training user synchronization
Creates or updates supported TalentLMS users from Salesforce student records.
Use case
Maintain training accounts from Salesforce.
Employee ID matching
Requires the configured Employee ID field for the learner integration.
Use case
Associate users with a stable employee identifier.
Custom registration field mapping
Discovers supported custom registration fields for mapping.
Use case
Transfer department, title, or location information.
User status sync
Updates supported TalentLMS active status.
Use case
Reflect source activation or deactivation in the learning account.
MIR3
3 features
Connects with Salesforce.
Recipient synchronization
Sends supported Salesforce contact data to MIR3 recipients.
Use case
Maintain notification recipients from CRM.
Recipient role and division
Uses configured recipient role and division settings.
Use case
Assign synced recipients to the intended notification division.
Inactive recipient handling
Applies supported inactive record handling during recipient updates.
Use case
Reflect source status changes in the notification directory.
Facebook
2 features
Connects with Salesforce, Salesforce Nonprofit Success Pack.
Lead submission retrieval
Imports supported submissions from a selected Facebook Page and lead form into the Salesforce destination.
Use case
Move advertising leads into the sales or nonprofit CRM workflow.
Lead form answer mapping
Maps supported lead form answers into destination fields.
Use case
Store a form's qualification answers in Salesforce fields.
Navatar
6 features
Connects with Mailchimp, Constant Contact.
Contact and account sync
Uses the Salesforce-based connector with Navatar object and application options.
Use case
Build marketing audiences from Navatar business relationships.
Marketing Initiative segmentation
Uses supported Navatar Marketing Initiatives and marketing list modes as audience segments.
Use case
Target contacts assigned to a Navatar initiative.
Campaign selection and checkbox segmentation
Supports configured campaign filters and checkbox-derived membership.
Use case
Keep marketing segments aligned with Navatar selections.
Campaign engagement return
Brings supported marketing responses back through the CRM response options.
Use case
Show engagement against Navatar relationships.
Subscription and deletion handling
Uses configured opt-out, resubscription, and source deletion controls.
Use case
Reflect a relationship manager's subscription changes in marketing.
Custom opt-out picklist
Can use configured subscribe and unsubscribe API values for an eligible custom picklist.
Use case
Use the business's subscription field instead of the native checkbox.
Propertybase
4 features
Connects with Mailchimp, Constant Contact.
CRM contact synchronization
Synchronizes supported Propertybase contact data with the selected marketing application.
Use case
Maintain an audience of real estate prospects.
CRM-based audience segmentation
Uses available Salesforce-based Campaign, List View, or field segmentation options.
Use case
Target a selected group of property contacts.
Marketing engagement return
Uses supported campaign response options to return marketing activity.
Use case
Show a contact's response to a property email campaign.
Subscription status handling
Uses supported opt-out and resubscription behavior from the shared connector.
Use case
Keep contact subscription preferences aligned.
Apto
6 features
Connects with Mailchimp, Constant Contact.
Apto contact sync
Synchronizes supported Apto contacts through the Salesforce-based connector.
Use case
Maintain a marketing audience from brokerage contacts.
List View segmentation
Uses selected Apto List Views to control audience membership.
Use case
Send a campaign to contacts in a broker-managed List View.
Checkbox segmentation
Uses supported checkbox fields to populate marketing segments.
Use case
Group contacts by selected property interests.
Campaign response sync
Returns supported email responses using the CRM campaign and activity options.
Use case
Show which contacts engaged with a listing email.
Event mapping
Exposes supported event, registrant, and custom question options.
Use case
Associate event participation with brokerage contacts.
Subscription and record lifecycle controls
Supports configured opt-out, resubscription, email change, and deletion handling.
Use case
Keep audience membership aligned with CRM changes.
Agentforce Nonprofit
7 features
Connects with Constant Contact, Mailchimp, ActiveCampaign.
Nonprofit CRM record synchronization
Uses the configured Salesforce-based nonprofit object selections.
Use case
Maintain marketing audiences from nonprofit CRM records.
Campaign and field segmentation
Uses available nonprofit Campaign, List View, and field-based selections.
Use case
Target constituents associated with a fundraising Campaign.
Marketing campaign response sync
Returns supported campaign engagement to the nonprofit CRM.
Use case
Show outreach engagement to fundraising staff.
Alternate email matching
Checks supported personal, work, and alternate email fields.
Use case
Match a constituent who subscribes with a second email address.
Organization affiliation handling
Exposes configured organization affiliation creation options.
Use case
Associate an incoming subscriber with their organization.
Primary contact selection
Can restrict supported account-derived records to the primary contact.
Use case
Contact the designated person for an organization.
Subscription and deletion controls
Uses configured opt-out, resubscription, and record lifecycle behavior.
Use case
Keep constituent preferences aligned with marketing.
Nonprofit Accelerator
4 features
Connects with Constant Contact, Mailchimp, ActiveCampaign.
Nonprofit record synchronization
Uses supported Salesforce-based NPA record configuration.
Use case
Build an outreach audience from the nonprofit CRM.
Campaign and List View segmentation
Selects supported source groups for marketing audience membership.
Use case
Target constituents in a particular outreach Campaign.
Campaign response integration
Returns supported email engagement through CRM response options.
Use case
Give nonprofit staff access to campaign engagement.
Subscription preference handling
Uses the configured opt-out and resubscription controls.
Use case
Reflect a constituent's subscription change across the integration.
Salesforce Nonprofit Success Pack
19 features
Connects with Mailchimp, Constant Contact, Facebook.
Available marketing features depend on your Salesforce integration, enabled nonprofit options, and account eligibility.
Constituent record synchronization
Synchronizes supported contacts, leads, or account-related records through the Salesforce integration.
Use case
Build an outreach audience from constituent records.
Campaign member segmentation
Uses selected Salesforce Campaign members to maintain supported marketing lists, groups, or tags.
Use case
Target constituents assigned to a fundraising Campaign.
List View segmentation
Uses selected Salesforce List Views to determine which records belong in the audience.
Use case
Send outreach to constituents in a regional List View.
Campaign eligibility rules
Filters source Campaigns by supported record types, creation dates, and Campaign Member statuses.
Use case
Include only approved members of active fundraising Campaigns.
Checkbox segmentation
Uses supported CRM checkbox fields to assign marketing segment membership.
Use case
Separate volunteer, donor, and event interests.
Campaign engagement sync
Returns supported opens, clicks, bounces, and clicked URL details to the CRM.
Use case
Give fundraising staff visibility into constituent engagement.
Campaign and activity reporting
Uses supported Campaign and activity response modes, including completed task and send-event options.
Use case
Record outreach history alongside constituent records.
Event and registrant integration
Maps supported event registration data, Campaign Member details, and custom questions.
Use case
Track fundraising event signups and attendee preferences.
Personal, work, and alternate email matching
Checks NPSP's supported additional email fields before creating records from marketing subscribers.
Use case
Match an existing constituent who subscribes with a work email address.
Organization affiliation creation
Creates supported NPSP organization affiliations using the company name received from the connected application.
Use case
Associate a constituent with their employer or sponsoring organization.
Household account handling
Uses the nonprofit affiliation workflow to create a household account while retaining the company as an organization affiliation.
Use case
Keep a constituent's household separate from their employer relationship.
Primary contact synchronization
Can retrieve only the NPSP primary contact from an account and skip accounts without one.
Use case
Send organization-level outreach to the designated primary contact.
Account contact synchronization
Can retrieve all supported contacts associated with an account.
Use case
Include the relevant people associated with an organization.
Opt-out propagation
Applies supported native or eligible custom opt-out fields to the connected marketing audience.
Use case
Reflect a constituent's CRM subscription preference in marketing.
Resubscription handling
Clears the configured CRM opt-out field after a supported marketing resubscription.
Use case
Reflect a constituent's renewed subscription in the CRM.
Email address updates
Supports eligible email update behavior that retains destination history instead of deleting and recreating the record.
Use case
Keep email engagement history when a constituent changes address.
Converted lead and deleted record cleanup
Applies supported converted lead, source deletion, and blank email cleanup rules.
Use case
Avoid leaving obsolete constituent records in the marketing audience.
Facebook lead import to NPSP
Receives supported lead form submissions through the Facebook and Salesforce-based connectors.
Use case
Bring volunteer or donor interest form submissions into NPSP.
Submission field mapping
Maps supported form data into available destination fields.
Use case
Retain signup answers with the constituent's CRM record.
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