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Select the software you use to get started and name the automation. This is just a description for you to remember when you want to edit your integration later on.
After connecting your software, choose the features that match your use cases and integration requirements.
Don’t forget we’re here for you 24/7 in case you need help!
Choose the Add-Ons you need for your automation and Press Next.
You can always remove an Add-On or add new ones as your business evolves. You’re in complete control of your integration!
Additional field mapping is optional. Basic Contact fields such as Email Address, Name, Title, Address, Company Name and Email Opt Out fields are already pre-mapped for you. Additional field mapping or overriding of fields can be done here.
Field mapping between your software allows you to update existing records or new records with ease. Be sure to press Reset Sync Process from your Set Up after adding new field mapping so all your data will be re-synced with the new field mappings.
Filtering takes your CRM, eCommerce, or records from other solutions and filters them based on specified criteria you choose. Your records are then synced to your target software.
Segmentation syncs records from each defined segment into separate Lists, Groups, or Tags.
Does it only work if you use Campaigns, Marketing Lists, List Views, Groups, Tags, or Saved Searches and pull records based on your filters from your software system of record?
No, it also works if you do not use Campaigns, Marketing Lists, List Views, Groups, Tags, or Saved Searches. Try it out today in your free trial or paid plan in Step 5, or, if on a a free plan subscribe to it from the Add-Ons page!
Sync Scheduling can be set up on your free trial and on paid plans. Sync On-Demand is available too on all trials to allow quick testing of your software's integration.
On paid plans, Data and List sync occurs within the set schedule you choose. If you want to sync your Campaign metrics in real time, then head to Step 6 for this option.
Empower your organization with our Unlimited Team Members feature so your team can manage your data integration or migration with ease!
Take your organization to the next level and keep everyone on the same page!
Integration built to fit right into your business flow. You can customize, scale up or scale down anytime. Start automating and forget manual data work.
SyncApps has been in business for more than 12 years. You can continue to rely on our dedication to innovation and our pledge to help you thrive!
Whenever you need us, an integration expert is available to help you. Our support department is available 24/7, even if you are on a free plan!
Have your Sales, Marketing, Support, and Finance team all on the same page. Use eCommerce too? We integrate the software your entire team uses today, bidirectionally.
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