Q4 2017 Features Announcement

Hello SyncApps Community!

It’s that time of year again, it’s time for our Quarterly Features Announcement for Q4 2017! To reiterate, as I have mentioned a number of months ago in a post about our New SyncApps Features Update, I will be collecting SyncApps’ new features and enhancements for every quarter and placing them in a single post. Please see our extensive Knowledge base for more on our robust features added quarterly.

Over 40+ features and enhancements have been released by our Technical Team for the last quarter of last year. What a perfect way to end 2017!

So, without further ado, here’s the list of SyncApps’ newly added features and enhancements for Q4 from October to December 2017.

Features TitleQ4 SyncApps New Features

NetSuite for Handshake

  • NetSuite for Handshake: Retrieve Contact’s customer fields – price level for Handshake subscribers
  • NetSuite for HandShake: Added support for other change items
  • NetSuite for HandShake: Added our popular Full Sync feature for items
  • NetSuite for HandShake: Added option to always use NetSuite base unit

Zoho CRM Integrations

  • Zoho CRM: Automatically create a Zoho CRM Campaign to store Marketing Automation Campaign Responses
  • Zoho CRM: Sync Constant Contact Forwards to Campaign Response Custom Modules
  • Zoho CRM: Enable ability to execute Workflow trigger for custom module insert/update
  • Zoho CRM Integrations: Support for using CRM ‘List Views‘ from Zoho CRM;

NetSuite Integrations

  • NetSuite Integrations: Implemented custom opt-out field feature for all Marketing Automation software supported
  • NetSuite Integrations: NetSuite Dynamic Saved Search: Added support for multiple-based Saved Searches

Zendesk for NetSuite

  • Zendesk for NetSuite: Added option to not use External ID for Zendesk User sync
  • Zendesk for NetSuite: Customized installable Zendesk App to retrieve all custom fields

MailChimp for Salesforce

  • MailChimp for Salesforce: Exclude MailChimp Campaigns with a blank name from MailChimp to CRM

MailChimp Integrations

  • MailChimp Integrations: Rolled out support for Static Segments. This feature is very useful to CRM, Financial, and especially for eCommerce integrations like MINDBODY

ActiveCampaign for NetSuite

  • ActiveCampaign for NetSuite: Enhanced ‘id’ data type for a tighter integration

MINDBODY for Sage Intacct

  • MINDBODY to Sage Intacct: Enhancement to support accounting rounding variations
  • MINDBODY for Sage Intacct: Refund with $0 value enhanced to sync to Sage Intacct
  • MINDBODY for Sage Intacct: Restricted integration of invalid email addresses
  • MINDBODY to Sage Intacct: Enhancement to support accounting rounding variations

Pipeliner Integrations

  • Pipeliner: Added support for resubscribe (removing opt-out flag) from all Marketing Automation software supported
  • Pipeliner: Support for US based configurations in app experience

Salesforce Integrations

  • Salesforce: Rolled out support for character limit for additional information to Campaign name for note title

Dynamics 365 Integrations

  • Dynamics 365: Added customization to retrieve fewer records per page for faster integration sync times

Act-On Software Integrations

Sage Intacct Integrations

  • Sage Intacct: ‘Discount’ support for number rounding from MINDBODY

Eventbrite Integrations

  • Eventbrite: Removed restriction when unchecking/updating EVENTBRITE_SELECT_SPECIFIC_EVENTS

Handshake for Xero

  • HandShake for Xero: Customer custom fields available for all line items
Enhancement TitleQ4 SyncApps Enhancements
  • Xero Filtering and Segmentation feature for MailChimp and Constant Contact
  • SyncNotes around Zendesk for NetSuite to include more specific integration scenarios
  • Redesigned the way subscribers reset their passwords and its integration embedded functionality
  • Act-On NULL/Blank Field for CRM update support rolled out
  • HubSpot Integrations: Create list enhancement for Zoho CRM, NetSuite and others
  • Sync Profile Creation steps enhanced to show a more guided experience
  • MINDBODY Configuration UI display now has step by step actions
  • Zendesk for NetSuite: Field Mapping Identifier (Ticket/Customer) rolled out
  • Salesforce Integrations: Custom opt-out field support for Account object type
  • ActiveCampaign for NetSuite: Integer data field types supported
  • MINDBODY for Sage Intacct: Customer search functionality enhanced
  • Dynamics 365: Better exception handling for CRM 365
  • Zoho CRM: Improved caching for changing from Lead to Contact

Again, we hope that you find our features announcement useful and we thank you for your continued support of our product.

Do head over to see our extensive Knowledge base for more on our robust features added quarterly.

Don’t forget to check back with us as we will be posting additional announcements next quarter. Please comment below if you have any questions or feedback and we will be happy to respond. Remember, if you are experiencing technical difficulties, have an issue or just want an integration review, please send our team a note to support@cazoomi.com to receive prompt and thorough assistance.

Thank you for your time.

Joanna,
Customer Success Manager

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