Join 17,795 integrators who already are getting the job done.

Get free online integration tips and resources delivered directly to your inbox.

Subscribe
Fresh from the Integration Trenches: Q1 2020 New Features and Enhancements
  • April 24, 2020|
  • 10 minute read
Fresh from the Integration Trenches: Q1 2020 New Features and Enhancements

As you might already know, every quarter we bring out new ideas and integrations for our subscribers. A lot of our resources go into centralizing the feedback we receive and deciding on new feature implementation priorities.

Some of the feature additions and improvements happen literally overnight. A subscriber drops us a line and tells us how they’d need a certain bidirectional integration to behave in order for them to get better results for their team. 

If it’s relatively easy to implement platform-wide, we do it almost on the spot, roll it out that week. This way, the subscriber who suggested it gets the opportunity to be the first to use it — we love to reward our awesome subscribers for helping us develop new features.

Other enhancements and features take longer to implement — brand-new integrations are a great example here.

This is what we’ve been cooking up for the past three months! Enjoy the round-up and don’t forget that we are always here if you have any questions.
 


NEW INTEGRATIONS


Due to popular demand, SyncApps has now rolled out Mindbody with Constant Contact and ActiveCampaign!

Let’s first take a look at how Constant Contact email lists are driven by powerful segmentation features in Mindbody.

The All-New Constant Contact and Mindbody Integration

A lot of Mindbody customers rely on Constant Contact for their day-to-day communication with customers.

No surprises there — Constant Contact is an incredibly easy to use software that simplifies even the most complex marketing task and communication campaign.

When you couple it with Mindbody, you get a marketing powerhouse. Your salon, spa, or gym can run on auto-pilot — yes, even if you’ve moved your classes online partially or completely. At the moment, we know very little about how our post-pandemic life will look like. An educated guess says it might take some time before we can resume in-person yoga classes.

Even more, your customers may have already begun to love online classes and decide to stick to them even after the restrictions are lifted. This gives you an amazing opportunity to reduce costs and boost your bottom line.

You can do both those things much better with the proper integration. Since your communication with your customers will happen mostly online, you need the marketing powerhouse mentioned above.

Here’s how our new integration supports that and what you can now do automatically (ZERO human intervention — your staff has better things to do):

  • Sync your contacts between Mindbody and Constant Contact, including marketing opt-outs and unsubscribes

Unsubscribe from Constant Contact

Opt-out from Mindbody

  • Welcome your clients via email
  • Send your customers congratulatory emails on birthdays, anniversaries or other important milestones
  • Welcome sequences 100% automated: you can trigger them after a client’s first visit or log in to your website.
  • Powerful segmentation features: send personalized messages based on client location, typical email engagement rate, activity, and more.

Mindbody to Constant Contact segmentation

Mindbody to Constant Contact filtering and segmentation

Mindbody to Constant Contact flowchart

Other Mindbody with Constant Contact Integration Major Features:

  • Integrate unlimited Mindbody clients to Constant Contact List(s) with bidirectional data flow and marketing opt-out preferences.
  • Sync Mindbody products, classes, and appointments to Constant Contact in real-time with an easy to use Scheduling feature.
  • Custom Field Mapping between both systems.
  • Integrate Prospects in Mindbody from Constant Contact landing pages.
  • Assign Client Indexes to Mindbody clients over to Constant Contact.
  • Segment Mindbody clients by Classes, Events, Appointments, or Purchased Products. Constant Contact List(s) will be created for each Purchased Product Name, Classes, Events/Workshops, or Appointments.
  • Filter and Segment only those records which meet specific criteria from Mindbody.
  • Mindbody always takes higher precedence over Constant Contact. Any contact changes in Mindbody will always be synced to Constant Contact.
  • Contact data is synced from Constant Contact only if the email address doesn’t exist in Mindbody at the time of syncing or Update Field Mapping is enabled.

Ready to get started? We’ll be by your side every step of the way! Our customer care department is online 24/7 to help you and answer any questions you may have — find us on chat, email, and scheduled calls.

The All-New Mindbody to ActiveCampaign Integration by SyncApps

Let’s now take a look at how to Integrate your Mindbody Clients and ActiveCampaign using easy segmentation features.

The Basics:

  • Segment ActiveCampaign List and/or Tags by Products, Classes, and Appointments
  • Segment Services for easy navigation — use who purchased those Mindbody Products, Classes and Appointments, and Services, and for targeting specific email campaigns for product promotions and more. 

Segment product, classes and appointments

Using our Filtering and Segmentation feature, a powerful SyncApps feature where you can filter and segment-specific records based on the configured criteria will also help you manage and organize Mindbody Clients to ActiveCampaign email lists, and Tags.

Filtering and Segmentation from Mindbody to ActiveCampaign

Segmenting your target audience via SyncApps using Filtering & Segmentation from Mindbody to ActiveCampaign can lead to phenomenal results in open rates and getting to know your fans!

Filtering and Segmentation from Mindbody to ActiveCampaign

Field mapping will also help update fields such as Client information like client indexes etc, to match fields 100% updated on both sides.

Field mapping feature for Mindbody to ActiveCampaign

Opt-outs/Unsubscribes are automatically managed as well between ActiveCampaign and Mindbody.

Opt-outs/Unsubscribes between ActiveCampaign and Mindbody

Opt-outs/Unsubscribes between ActiveCampaign and Mindbody

Mindbody to ActiveCampaign flowchart

Mindbody with ActiveCampaign Major Features

  • Integrate unlimited Mindbody clients to ActiveCampaign List(s) and Tag(s) with bidirectional data flow and marketing opt-out preferences.
  • Sync Mindbody products, classes, and appointments to ActiveCampaign in real-time with an easy to use Scheduling feature.
  • Custom Field Mapping between both systems.
  • Integrate Prospects in Mindbody from ActiveCampaign landing pages.
  • Assign Client Indexes to Mindbody clients over to ActiveCampaign.
  • Segment Mindbody clients by Classes, Events, Appointments, or Purchased Products. ActiveCampaign List(s) or Tag(s) will be created for each Purchased Product Name, Classes, Events/Workshops, or Appointments.
  • Filter and Segment only those records which meet specific criteria from Mindbody.
  • Opt-Outs managed automatically between Mindbody and ActiveCampaign.
  • Mindbody always takes higher precedence over ActiveCampaign. Any contact changes in Mindbody will always be synced to ActiveCampaign.
  • Contact data is synced from ActiveCampaign only if the email address doesn’t exist in Mindbody Online at the time of syncing or Update Field Mapping is enabled.

NEW FEATURES


Options for Quantity Sync Mode for Handshake for NetSuite and Xero

Options for Quantity Sync Mode for Handshake for NetSuite and Xero

Ever wanted the ability to sync Handshake shelfQty with NetSuite quantity on hand instead of available due to a business process? Well, one pottery company did so now you can too! Handshake subscribers now have a choice between the default as Available but have the option to choose on hand if needed.

Inventory process

Use 600 per minute API call limit

Does your eCommerce business need more API bandwidth?

Working hand in hand with our partner, Handshake, a Shopify company, we rolled out the ability to move past the 60 API Calls per minute limit for eCommerce firms using integration on their platform.

Try it out today after talking with your Handshake representative to enable this feature in your account.

Use 600 per minute API call limit

“Do not filter role email address” feature for Constant Contact

This new feature will allow better control over emails from CRM to teams needing marketing automation flows.

Do not filter role email address

Let’s face it, too many required fields on a web form annoy visitors. Capture only the email, name, and phone number then let SyncApps do the rest.

With this new feature all-new leads flowing from your Klaviyo, Mailchimp, Constant Contact, or other forms to Salesforce will sync as [not provided] instead of Individual. 

Try this new feature that came to us from our cool subscriber below!


 


ENHANCEMENTS


SyncApps can now map Eventbrite Event Start Date and End Date Fields on Event Tab.

Also, we now support the mapping of Custom Status for Eventbrite Event Registrant.

Mapping of custom status

To achieve this, just enable “Map Event Registrant details to Campaign Member custom fields” in Step 1 (Salesforce). SyncApps will automatically create a Custom Status(RegistrantCustomStatus__c) field in Salesforce and be exposed to the Event Registrant Tab for mapping purposes.

Step 1 (Salesforce)

Step 1 in Salesforce configuration setup

Step 4 (Field Mapping)

Setup field mapping

Need to have your eCommerce visitors, fans and customers moved to Mailchimp as subscribed? 

SyncApps now can automatically convert Transactional Contacts from eCommerce Applications to Subscribed Contacts in Mailchimp.

Transactional Contacts

CRM to Email Marketing flowchart

The workflow in NetSuite is hard! Let’s make that easier with this cool new feature.

Map Handshake Sales Rep to the NetSuite Sales Rep field on Order Tab in Step 4 (Field Mapping) to get better insights into your company-wide sales reports.

handshake sales rep to netsuite sales rep

handshake landing page

Let’s face it, in this #WFH environment teamwork is the key. Take your organization to the next level and keep everyone on the same page! 

All plans, including our Free plans, today have our exciting Teams feature.

Teams

This includes Trials and Paid Trials on SyncApps which can add an unlimited number of Team Members. 

To get started with Teams, please refer to the screenshot below if on a trial and get in touch with our 24/7 Support team if on a Free or Basic Plan today!

adding team member

Some exciting new features and functionality are now supported for Zoho CRM API v2 so try it out inside your integration today.

Zoho CRM version 2 API

You can even sync back to Zoho CRM notes for your marketing metrics for easier reporting in CRM for your teams.

Sync back zoho crm notes for your marketing metrics

Salesforce tracks all of your Converted Leads so do you just need to just track those converted since using SyncApps?

You’re in luck as SyncApps now can delete those previously synced Converted Lead records and this choice is available if using the Leads Object in Step 1 of your Salesforce step setup of the integration.

Please refer screenshot below:

delete those previously sync Converted Leads records

Please note that using a separate Mailchimp Audience with this feature is needed to align your sales and marketing efforts. See our SyncNotes for any feature like this one to gain more knowledge on how it works.
 


That’s it for now! As you can see, we’ve been hard at work rolling out the features that matter to your team the most. Here’s a sneak peak at just a few rolling out this quarter for your team:

  • Launching SyncApps ParagonTM, a new UI experience like none other in the iPaaS space today
  • Team Plans get new roles for each Team Lead with more granular permissions
  • Need to override default Email Address Mapping in Salesforce? Well, it’s coming out this quarter
  • Ability to Unsubscribe Opted-out Contacts or Leads from Zoho CRM, Dynamics 365, and NetSuite to ActiveCampaign rolls out
  • Using ActiveCampaign and just need to keep your unsubscribes separate from your CRM data? Yep, this too rolls out!
  • With SyncApps built in mapping many of the most used fields in integration are premapped to make choices super simple. Now we are providing the ability to override this Built-in Mapping as well
  • Navatar to Constant Contact is coming out so you can get your Private Equity or financial firm on a solid marketing footing
  • Reporting on integrations gets a facelift too
  • Lastly, the long awaited v3 API for Constant Contact rolls out this week on SyncApps, platform wide!

By the way, if you have any suggestions, drop us a line anytime. YOU are our first source of new features and new integration ideas!

Cazoomi Resources