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Filtering records from Highrise, Salesforce, Zoho and other Software Apps
  • March 07, 2015|
  • 2 minute read

Filter and segment CRM records from the likes of Highrise CRM, Salesforce, Zoho CRM and others only syncing those who meet a specific criteria.

Filter records from Highrise to Constant Contact example below.

Highrise CRM

Highrise CRM

Filtering settings are optional in SyncApps yet very powerful to get your CRM records into your marketing automation solution.

If filtering criteria is specified then only records which match ALL of the filter criteria within a segment will be synced from Highrise to Constant Contact. Each segment will be synced to a list in Constant Contact.

On a Free Trial of SyncApps?

If on our Free Trial, which is limited to 100 records, the best way to test this feature is using a specific Campaign, Saved Search or Marketing List in your CRM.

Put a few contacts in a Campaign, Saved Search or Marketing List in your CRM (less than 100), select it in your Sync Profile configuration.

Then configure your filter to match one or two records in the specific Campaign, Saved Search or Marketing List in your CRM.

Try the sync and the records matching your specific criteria will sync over from CRM.

Check it out today in your SyncApps dashboard.

Have more questions for our 1500+ community folks? Touch base with the Cazoomi product team leads, share ideas, and get answers to your SyncApps questions here.

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