Clients always need to filter specific records from their CRM to Marketing Automation, Financial and eCommerce or Support software to target their specific customers with the right email content for messaging.
Syncing these records manually usually needs lots of time and effort that sometimes lead to additional manpower plus additional expenses. “Oh boy! I’m tired of manually downloading this CSV stuff!” – every company wants to avoid this scenario.
The answer is here – SyncApps’ Filtering and Segmentation! With this powerful feature, you can sync specific records with ease saving you tons of time and lets you do other things to drive your business forward! Thousands of our clients have been using our powerful filtering feature to help them sync the specific records based on their criteria for years now. Just set the criteria with specific conditions, sync and you’re good to go!
Like this example below, all the records with the Account field, “software”, will be filtered and be synced to their Master List named in Step 2 of the Sync Profile.
If you want to segment records based on your specific criteria, you will need to enable it in Step 5: Segmentation, while in Edit mode in the Sync Profile. This will then filter the records from your CRM into Groups or Sub-Lists under your specified Master List in Step 2 of your Sync Profile. Piece of cake, isn’t it? Try it today and see for yourself how effective it is!
See our satisfied subscribers here making use of this cool feature:
https://www.g2crowd.com/products/syncapps/reviews
Wondering how this works? See our best practices on how to sync specific records using our powerful Filtering and Segmentation feature today!
Need a little help? Please don’t hesitate to reach out to our 24/7 support folks and get setup with ease!
