This feature is targeted at creating records in Salesforce NPSP or syncing back Marketing Metrics. You can use it to check each email address on the record and see if it already exists and/or if it's under the record's non-preferred email addresses like Home (Personal), Work, or Alternate email addresses.
This is ideal for nonprofits that rely on donations.
For example, you can see a new record in Mailchimp who donated to your nonprofit personally, not from that of the organization they are part of. Instead of creating/syncing the Company name in Mailchimp to the Company name/Account Name/Org name in Salesforce NPSP, we will create an Affiliation (Household account) for that record instead. This way, you can keep better track of who donated and whether their donation had anything to do with their work affiliation or not.
By default, if the Company from, for example, Constant Contact is not blank, then SyncApps will create it as an Account in Salesforce and it will be the Account Name for the Contact. If the feature is enabled, then SyncApps will still create the Company as an Account, but only as an Affiliation. SyncApps will also create a Household Account as the Contact's Account Name.
Built-in features:
If this feature is enabled, SyncApps will look at any email fields on the record in Salesforce to see if that newly created record from your Marketing Automation software already exists under those fields.
Here are the field examples below:
npe01__Preferred_Email__c
npe01__HomeEmail__c (Personal Email)
npe01__WorkEmail__c
npe01__AlternateEmail__c
If the email address already exists as one of the non-preferred email fields then SyncApps will not update those emails to that Salesforce record. Unsubscribe data will be aligned with the Preferred email only.
For Marketing Metrics, if this NPSP feature is enabled and "Sync Campaign Responses to all matching records" is also enabled, then we can sync the updates from those non-preferred email addresses to the Main (preferred email) record.
If the record opts out of the Preferred email in your Marketing Automation solution then this is the only record that will sync back to automatically check the Email Opt Out in Salesforce. See here for a detailed explanation on the NPSP unsubscribe feature.
These use-cases here are using the Checkbox Field Mapping feature for Salesforce NPSP integrations in SyncApps.
Affordable automation & integration for organizations large and small. Start innovating with pricing starting at $99.99, with a 50% discount for Nonprofits, Education, Medicine, and Governmental Institutions. Choose your pricing plan and start automating today!
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Integrations Available Available software combinations. |
All Integrations | |||
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Integration Set Up Integration Set Up is a term for integration that refers to the setup of two software. |
Unlimited | |||
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Number of Records to Sync |
Sync 1 Billion Records | |||
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Sync Scheduling Scheduling interval depends on your plan. |
Day of the week and Flexible | |||
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Team Members Take your organization to the next level and keep everyone on the same page. |
Unlimited | |||
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Sync on Demand (Anytime) Sync your data anytime on demand. |
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Custom Unsubscribe Feature Use a unique unsubscribe field to map in your automation. |
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Dedicated Integration Success Team Individual SyncApps Expert to guide your team on best practices and workflows via Zoom Meeting. Case prioritization when reaching out to our 24/7 Support team. |
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2+ Concurrent automations runtime Run 2+ integrations at a time in your account. |
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Override Email Field Mapping Map email to any custom field in your CRM. |
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5 hours every year of scheduled calls Dedicated scheduled phone support with an Integration Expert. |
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Custom Solutions Tailor your integration to meet your team needs. |
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24/7 Support Contact our Product Support team available 24/7. |
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Campaign Response Sync Sync Campaign Response means that we will bring back unlimited marketing metrics to CRM from your Marketing Automation solution. We can even sync just records with opens or clicks activity to allow lead nurturing in CRM as well as what they clicked on in your drip marketing campaigns. Email Marketing Campaigns are synced back to CRM every time a sync runs or 24 hours based on your sync schedule settings.
Need Email Marketing Campaign history synced in real-time? Try our Pro or Enterprise plans today which meets this need or just press the "Sync Now" button on all plans to sync Campaign Response!
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Custom Field Mapping Map unlimited Standard and Custom Fields between your software applications connected in Step 4 of the Set Up.
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Filtering and Segmentation Try out our Filtering and Segmentation feature which if using a filtering criteria then only records which match any of the filter criteria (AND/OR) within a segment will be synced from your system of record or vice-versa from your other software.
Read more on Filtering and Segmentation Feature in our article here. | |
Full Sync The Full Sync Add-On is applicable to CRM and eCommerce platforms and can be used in our trials and paid plans. The CRM must have List integration to be able to use Full Sync. Read more about how the Full Sync Feature can automate your contact management today in our article here. Full Sync can be scheduled in Step 3 to Manual, Daily or Weekly. You can set up your Full Sync schedule and Contacts or Leads removal from CRM list(s), Groups or Tags will be removed from these matched software:
If needing removal from a Mailchimp Audience and not just a Group or Tag please select this specific feature in Step 2 of your integration today. The Full Sync option is visible in the Add-On Tab in Step 3 only if the subscriber selects a segmentation feature (either NetSuite Saved Search, NetSuite Subscriptions, Dynamic 365 Marketing List, Zoho Campaign or List View, Salesforce Campaign or List View, Bullhorn Tearsheet) or our "Enable Segmentation" feature in Step 5. | |
List Sync Sync unlimited Marketing Lists (NetSuite Saved Searches, NetSuite Subscriptions, Salesforce Campaigns or List Views, Zoho CRM Campaigns or List Views, Highrise Tags, Dynamics 365 Marketing Lists, SugarCRM Target Lists, and even eCommerce segmentation strategy features for Volusion, 3dCart or Shopify) to your Marketing Automation solution. | |
Mindbody Additional Segmentation Feature Segment your Mindbody Studio clients according to the classes they take, events they attend, appointments they make or the products they buy from your business.
Note:Only applicable for Mindbody integrations. | |
Run Campaign Responses on every sync | |
Sync On Demand Get real-time sync anytime you like with Sync On Demand. Need to manually press Sync Now so you can migrate some data from your CRM? OR Need to bring back your Marketing metrics now? Sync on Demand brings back Campaign Response each time it is used on your Set Up. Grab this Add-On today to control your integration in real-time! | |
Sync Scheduling Let's face it sometimes you need the data now when your boss or colleague ask you to make sure the CRM lists are matching your marketing automation side. If you need a tighter sync time (every 6 or 12 hours) to get data synced during your business day then grab this Add-On for your Free Plan today. | |
Sync Specific List(s) from Constant Contact back to CRM
Note:Only applicable to Constant Contact integrations. | |
Sync Zoho CRM Potentials Sync Zoho CRM Potentials information to your Marketing Automation solution to kick off automations in real-time! If this Add-On is enabled the "Last Potentials" fields in Zoho CRM will be available in custom field mapping tab in your Sync Profile while in Edit mode. What this means is you will be able to see the last stage and Potentials name directly in Contact or Lead information. Note:If Zoho Potentials exceed 10,000 then API calls will be increased in your account. Only applicable for Zoho CRM integrations. | |
Two Additional Set Ups Grab 2 more Set Ups to manage your real-time business. Let's face it you sometimes just need to set up more landing pages to feed your SyncApps or different Sync Profile configurations before you are ready to move to a higher plan. | |
Use Checkbox Fields for Segmentation Sync any CRM Checkbox Field on the Lead or Contact record to your Marketing Automation Lists/Audience/Groups/Tags/Segments. Available on NetSuite, Salesforce, Dynamics 365 and Zoho CRM integrations. Read more here. Please note that using Checkbox Fields for Segmentation will override Step 1 Campaign or List selection in your Set Up. Note:List Sync & Field Mapping Add-Ons are required on Free Plans to work with Checkbox Fields. | |
Use Custom Opt-Out Field Need to sync a custom field instead of the standard Email Opt-Out field in your CRM? Grab this Add-On today to expose the Custom Opt-Out field in your Field mapping area to map over your CRM Custom Opt-Out field to your Marketing Automation's Unsubscribe field. | |
Try SyncApps for free and let us know what you think.
