Cazoomi enables business applications to talk to each other using SyncApps®, the Integration Cloud for Small Business.
There are thousands of companies and nonprofits using SyncApps®, from household names like the New York Times, Cisco, SUNY, United Way Bay Area, Watermark, Johns Manville, a Berkshire Hathaway company, to the yoga studio down the block.
Cazoomi makes bi-directional data integration simple. All your business data is synced between apps, without hours of data entry or tracking down your colleagues.
Integrating your Cloud, On-Premise or Plug-in application with your Financials, Marketing, eCommerce, Support and other mission critical applications is now a reality.
Signing up for an account is as easy as putting in your Email, Name, Company Name and choosing your password.
After you create an account, you and your company will get instant access to all Sync Profiles for 2 weeks and we don't require a credit card during the trial, so you get to try Cazoomi risk-free.
Select the Apps you use to get started and name the profile. This is just a description for you to remember the Sync Profile that you created.
After entering your App credentials if you have questions while on any step in your Sync Profile please hover over any SyncNote tooltip to get detailed information on that specific integration service or related item.
Addons to your integration help you link to many different Apps like Get Satisfaction, Futurelytics, twilio and more to enable your business to thrive in a data connected world.
The SyncApps Addons screen allows you to select those you want and more for each App you connect. Press the Addons you would like to configure and Press Next.
Additional field mapping is optional. Basic contact fields such as email address, contact name, address, company name are already mapped. You can also request to enable static text mapping capability.
Field mapping from your chosen App 1 & App 2 allows you to update existing records or new records with ease. Be sure that after adding new mapping please reset your SyncApps so all your data will be re-synced with the new mapping.
Filtering takes CRM records, filters based on the specified criteria and syncs the records into your target application.
Segmentation syncs records from each defined segment into separate lists.
Does it only work if you use Campaigns, Marketing Lists or Saved Searches and pull records based on your filters from CRM?
No, it also works if you do not use Campaigns, Marketing Lists or Saved Searches. Try it out today in Addons!
Sync scheduling can be set up on paid plans. Sync on-demand is available on all trials to allow quick testing of your Apps integration. On paid plans Data and List sync occurs within this set schedule you choose.