Drive sales, donations and streamline marketing

Designed for marketing and sales teams that want to close deals faster and market more efficiently. With 250+ built-in smart automations, and real-time data integrations built for any industry.

How to automate Sales and Marketing

Choose the workflow automations that suit your business needs in each Step to sync customer data driving real time sales infomation and streamlining marketing information back to CRM.

Steps 1 and 2
Start automating

Setting up multiple automations is super simple. First, select the software you use to get started and name the automation.

After connecting your software, choose the workflow automations that match your use cases and integration requirements. In each Step, let our smart integration suggestions based on your chosen use case, lead you to each prebuilt automation your business needs today.

That's it! Now, you'll be able to move through the next few Steps to select more workflows your business might need.

Bonus Feature
Full Sync

The Full Sync feature will power up your sales and marketing workflows by automating the process of removing records from your marketing software when your CRM records no longer match your syncing criteria.

The Full Sync can be scheduled to run Daily, Weekly, Monthly or done manually per integration.

True up your CRM and Marketing solutions efficiently.

Step 3
Field Mapping

Basic fields such as Email Address, Name, Title, Address, Company Name, Phone Number, and Email Opt Out fields are already pre-mapped. Additional custom field mapping, field expression mapping, and overriding of fields like Email Address or Unsubscribe are available under "More Options".

Bidirectional updates of existing records or new records is easy to do in this step. Be sure to press Reset Sync Process after adding new field mapping so all your data will be re-synced with the new field mappings.

Step 4
Filter & Segmentation

Filtering takes your records and filters them based on your chosen criteria.

Segmentation creates Tags, Groups or Lists automatically based on your filtering criteria. The use of Field Expression Mapping is supported. See some cool Filtering and Segmentation use cases here.

Step 5
Sync Scheduling

Sync Scheduling can be set up to completely automate your integration, so you do not have to run it manually. Sync On-Demand is available to allow quick testing of your software's integration or to make it so you can manually run your automation.

Set the time it runs, day of the week, or any schedule you choose. If you want to sync your marketing metrics in real-time, then head to scheduling for this option.

Teams
Designed for all departments

Empower your organization with our Team Members feature so each team can manage their data integrations.

Take your organization to the next level and keep everyone on the same page.

my team syncapps
customer stories

Explore our real life customer stories

Check out how organizations just like yours are solving, simple to complicated, real life problems using real-time SyncApps integration.

Qsource

Qsource uses Salesforce for its contact management and Constant Contact for its marketing automation efforts. Automating both saved $1000s.

RE/MAX Commercial Capital

"Apartment Buildings that Outperform" book author Chris Davies is killing it with Mailchimp and Apto integration.

Sidney Garber

Sidney Garber uses Salesforce and Klaviyo which helps the luxury jewelry retailer keep tabs on their existing customers and easily follow their sales metrics.

TypingMaster

Who couldn’t benefit from improving their typing speed, right? This means that virtually anyone can be a client of Typing Master.

Data Geeks Lab

Data Geeks Lab’s mission is so important: with the right systems in place, even understaffed nonprofits can perform well and exceed goals.

Springhill Farm

Springhill Farm uses Mailchimp for JCurve integration to help them organize data and integrate it seamlessly.

Omtis

If you want truly well-targeted campaigns (like Omtis does!) don't manually import data from one solution to the other. Automate today.

Power Monitors

Power Monitors implements an automation solution that combines valuable NetSuite insights and helps them understand their buyers’ behavior.

Jendco Safety Supply

Jendco Safety Supply streamlines its communication with existing and potential customers quickly and effectively using SyncApps workflow.

Paragon Stairs

Let’s take a close look at how Paragon Stairs masters not only their sales activity but also their marketing segmentation with automation.

Absolute Advisory

See what Absolute Advisory and their clients were able to accomplish by using Salesforce and Constant Contact integration workflows.

Raven

Raven has had long-term success in the IT competitive landscape using software and services for their clients. See how SyncApps helped them.

Eskaton

Eskaton chose SyncApps to integrate their data via Constant Contact for Salesforce since we donate 50% to their nonprofit! See why.

Medical Associates Consulting

Like many companies in the medical industry, Medical Associates Consulting relies on SyncApps to provide integration for their organization.

Seven Miles

Check out what Seven Miles achieved with Mailchimp for NetSuite integration to manage their thriving coffee business.

Kitchen Table Advisors

Check out the features that Kitchen Table Advisors relies on every day: Mailchimp for Salesforce helps their organization sync in real-time.

Fitness SF

Let’s take a closer look at how Fitness SF uses Constant Contact for Salesforce integration to increase revenue and save time.

Transcendental Meditation

Transcendental Meditation chooses NetSuite for iContact automation to grow their worldwide student base and save $1000s of dollars per year.

Great Clips

Great Clips uses Claims Based ADFS with their 365 integration for Constant Contact and Dynamics 365 for filtering and segmentation workflow.

Kaiser Permanente

Here's why, like hundreds of other companies in the medical industry, Kaiser Permanente relies on Constant Contact for Salesforce automation.

RB.com

Check out how RB.com effortlessly implements GDPR compliance, which allows global marketing of their brands with confidence using Shopify.

Freely

Zendesk for NetSuite integration takes Freely to the next level to achieve superior support, save time and boost sales.

World Wide Fund for Nature

World Wide Fund for Nature (WWF) needs very little introduction. The organization has used Mailchimp to boost its marketing. See how.

Encore.org

Encore.org uses Mailchimp for Salesforce integration to get their messages out -- people who can help re-shape tomorrow’s society.

smarterBATHROOMS+

smarterBATHROOMS+ has been highly competitive in the house renovation business by adapting to the evolving customer needs. Enter SyncApps!

AIGA – The Professional Association for Design

AIGA use Mailchimp and Salesforce to stay on top of their communication with members in their 70+ chapters.

Meyler Capital

The Meyler Capital story is proof that automation using Act-On and Zoho CRM workflows works wonders for the finance industry. See how.

The Denver Museum of Nature and Science

The Denver Museum of Nature and Science needed a way to automate data flows, all without losing the human touch and the personalization.

CivicMakers

CivicMakers believes in working smart - which is why they’re making use of Zoho CRM and Mailchimp automation to manage their organization.

Nexus Community Partners

Nexus Community Partners works closely with communities for socio-economic development. Find out how they manage their data integration.

PCI Enterprises

PCI Enterprises integrates Infusionsoft for NetSuite to manage sales and marketing workflows on a daily basis. See how.

Y2 Yoga

Y2 Yoga segments clients in Infusionsoft as different Tags and in Mailchimp as different Groups from Mindbody data. See how they do it.

Upstream USA

With Salesforce and Mailchimp, Upstream USA is able to manage subscriptions of their clients via checkbox field mapping workflows. See how.

United Cellars

United Cellars is able to sync records from NetSuite to Mailchimp using Dynamic Saved Searches and monitor marketing metrics with ease.

Zellis

Zellis is able to move critical data from HubSpot to NetSuite and use Field Mapping to map GDPR, custom opt-out, and subscriber preferences.

Fordham University

Fordham University needed an integration platform for its marketing segmentation purposes between SugarCRM and Mailchimp. Saves $1000s/year!

SodaStream (PepsiCo)

SodaStream automates tickets from Zendesk into NetSuite for their USA subsidiary and others using Zendesk to power their support business.

The Vines of Mendoza

The Vines of Mendoza is able to gain sales and insights by integrating its Propertybase with its email marketing software, Mailchimp.

Rémy Martin

Rémy Martin, with their Bruichladdich, Cointreau, and Rémy Martin brands runs on Mailchimp and Salesforce to boost sales.

Public Broadcasting Service

PBS is able to enhance its business processes by integrating Salesforce with its email marketing software, Mailchimp. See how.

Cascade Bicycle Club

Cascade Bicycle Club is able to sync opt-outs from Mailchimp to Salesforce automatically and handle clients. See how today!

Nexell GmbH

Nexell uses the SyncApps Agency plan where they can manage their client's Mailchimp, HubSpot, and Constant Contact for Salesforce workflows.

Murray’s Cheese

Murray’s Cheese integrated NetSuite for Mailchimp and streamlined its marketing campaigns and workflows using automation.

Motorcycle Relief Project

Motorcycle Relief Project uses NetSuite integration to help them save time and eliminate extra hours of manual input of information.

Elev8

#1 Lagree fitness studio class powerhouse in Manila turns to Mailchimp automation to reach more fans in the Health and Wellness industry.

United Way

United Way is the world's largest privately-funded Nonprofit Organization and they integrate using Salesforce and Mailchimp for cost savings.

Matr Boomie

MATR BOOMIE is a wholesale fair trade collection from India who solved their checkout integration using NetSuite to Mailchimp integration.

QSAC

TalentLMS and Salesforce automation make sure QSAC students get the best services they need and saves time for this nonprofit. See how.

Monticello Motor Club

Monticello Motor Club (MMC) was missing out on a big opportunity - an integration to help them thrive on Constant Contact for Salesforce.

Zensah

Zensah has transformed into a robust eCommerce store with the help of NetSuite and Constant Contact's integration for eCommerce automation.

Promag Enviro

Promag Enviro, a leading supplier for the water and wastewater treatment industry, automates its daily workflow with NetSuite and Mailchimp.

The Green Economy

The Green Economy aims at delivering content that can help businesses and partners measure content impact. Zoho CRM automation plays a part.

MiniMatters TV

Elissa Leif and Barbara Haupt knew that in order to continue to grow MiniMatters, their integration of CRM was key. See how they did it!

JCurve

JCurve maintains an intricate support process for their NetSuite as well as for their Zendesk system. See how they integrate both today.

CRH

CRH is a regional, national and international leader in building materials. They use Mailchimp for Salesforce to automate their business.

Core40

Core40 is a fusion of many of the core-focused workout styles and needed to integrate Mindbody into Infusionsoft to keep up with its growth.

Unicef

UNICEF promotes the rights and well-being of every child, in everything they do. Integrating Mailchimp and Dynamics 365 boosted donations.

NPS MedicineWise

Before integrating their software with SyncApps they used a lot of custom coding for Dynamics 365 and Mailchimp. Time-Savings!

NACD

The National Association of Corporate Directors, NACD, integrates Salesforce and Constant Contact to solve issues around productivity of NACD members.

Thos Baker

Thos. Baker has fueled its eCommerce growth using SyncApps to integrate using NetSuite and Mailchimp. See how they do it!

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