Salesforce and Constant Contact

I recently began subscribing to SyncApps. I found the technical support staff to be very knowledgeable about not only their product but the app's that they sync to. I have been very impressed to date and hope to be a long-time customer of SyncApps. MMC’s biggest challenge was the time lost whenever we had to update our Constant Contact Lists manually. Every time clients were added and deleted from Salesforce someone had to manually ensure that everything was up to date.

Demitry, MMC ~ Montecillo Motor Club

Constant Contact for Salesforce is one of our most popular integrations. With new subscribers every day, we see a dramatic increase each year in organizations that leverage both these solutions. From eCommerce, Services, Software, and Accounting & Finance industries taking the lead as well as the Nonprofit and Educational worlds.

Perhaps one of the most exciting industries today that we really love to enable on the Constant Contact for Salesforce integration are nonprofits.

Nonprofits and NGOs need to be able to send out ultra-personalized marketing campaigns. They rely on donors for their life-saving projects and on influencers and other stakeholders to help them put the word out about their important mission.

But the relationship with donors and contributors is almost always a frail one. Any change in the economic climate and nonprofits and NGOs are the first to take a hit. This is why targeting the right donor with the right message is not optional.

Take a look at the basics of this integration and how you can leverage it for a nonprofit organization or for any organization in which personalization is paramount to success.

Insights

• How can I integrate my Contacts, Leads, or Accounts from Salesforce to my Main List?
• Segmenting my Salesforce Campaigns to Constant Contact is needed daily in my organization -- can my team do this easily?
• Are new records from sign-ups, webforms, or adding manually from my Main List synced back to Salesforce automatically?
• I want to sync only the specific Contacts, Leads, or Accounts from Salesforce to my Main List into separate List(s). How does that work?
• Marketing Metrics such as Opens, Clicks, Bounces, Forwards, Links clicked from Constant Contact to Salesforce drive our sales processes. So how can we accomplish this integration flow automatically?
• We use EventSpot at our nonprofit for online events, which runs on Salesforce, so can SyncApps capture the registrant data including payment information back to Salesforce?

How can I integrate my Contacts, Leads, or Accounts from Salesforce to my Constant Contact Main List?

Syncing Contacts, Leads, or Accounts from Salesforce to Constant Contact Main List is super simple!

SyncApps uses Standard email addresses for record creation or updates. If your requirement is just to plainly sync your Salesforce to Constant Contact Main List see the process below:

1. In Salesforce, make sure that you have Contacts, Leads, or Accounts records with an Email address. SyncApps will ignore records if they don’t have the Standard email address field filled in or using other email address fields yet the standard email address field is blank.
2. In Constant Contact, make sure that you have created a fresh new list if this is for testing the integration out or your main list that you will use for integrating the records that matter. That will be used as the Main List. Why do you need a Main List? SyncApps will use its API to sync and update records.
3. In Step 1 of the Sync Profile, use the “OAuth2” as the Authentication type and select the preferred Object Type to Use. Object Type is just a CRM term for what records you are wanting to integrate. Hit the Next button after setting up Step 1.
4. In Step 2 of the Sync Profile, specify the Main List to be used. The records from Salesforce will land to the specified Main List during the sync.
5. Hit the next button up until you’ve reached Step 6 of the Sync Profile then tap the “Finish” button.
6. Run the sync. The Contacts, Leads, or Accounts should now be in your Main List after the sync is completed.

These simple steps will get you started on understanding the integration you are trying to achieve. To dig deeper into integrating back and forth various types of relationships between Salesforce and Constant Contact keep on reading.

Segmenting my Salesforce Campaigns to Constant Contact is needed daily in my organization -- can we do this easily?

Yes, this is certainly achievable in your integration. If you’re using Salesforce Campaign(s) you want them to be segmented into Email List(s) in Constant Contact for easy navigation, then see the steps below:

1. In Salesforce, make sure that you have the records already in each Salesforce Campaign(s) and double-check if these are set to Active. If the Active box of these CRM List(s) are not checked that that will not be shown as one of the options in Step 1 of the Sync Profile.
2. In Step 1 of the Sync Profile, enable the option “Want to use a Campaign or Marketing List to sync Campaign Members to Constant Contact?” then tap the “Browse” button. Select the specific Salesforce Campaign(s) to sync. If none is selected then all CRM List(s) will be synced. Please note that record types will be synced depending on the Object Type selected of that specific Sync Profile.
3. Hit Save then Reset Sync Process and resync. Each of the CRM List(s) will now be auto-created into separate Email List(s) in Constant Contact.

The best practice is to let Salesforce be the source of how you manage the Campaigns that move over to Constant Contact. This way you will be able to spend less time in your SyncApps account and more time in your CRM.

Each active Campaign or type of Campaign Record type you set up in Salesforce can be automatically synchronized with Constant Contact on the schedule you set. To dig deeper into this topic, set up a call with our experts today who understand the integrations your industry needs.

Are new records from sign-ups, webforms, or adding manually from my Main List synced back to Salesforce automatically?

By default, new records from your Constant Contact Main List will be synced and created in Salesforce if the record does not exist at the time of sync. If it already exists then SyncApps will just marry that record.

Using Webforms or embedded Sign Up forms?

Just make sure to land that Form in your specified Main List in Step 2 of the Sync Profile OR to those Email List(s) created by SyncApps from those Salesforce Campaigns or Marketing Lists.

I want to sync only the specific Contacts, Leads, or Accounts from Salesforce to my Main List into separate List(s). How does that work?

If you’re not using Salesforce Campaigns or Marketing Lists, which will automatically segment your records via SyncApps into separate Constant Contact Lists, yet still want to segment your Salesforce records in Constant Contact, then you’re in luck.

Our Filtering and Segmentation in Step 5 of the Sync Profile will do the trick!

To fully explain this powerful feature, included on all paid plans or as an Add-On, would take its own guide to fully review all use cases so in the meantime, while we write that one, check out our Filtering and Segmentation guide here.

Marketing Metrics such as Opens, Clicks, Bounces, Forwards, Links clicked from Constant Contact to Salesforce drive our sales processes. So how can we accomplish this integration flow automatically?

Sure, this is totally automated once selected and set up. (Spoiler alert, it takes about 5-10 minutes)

Our Campaign Response feature, which means syncing of Marketing Metrics such as Opens, Clicks, Bounces, Links Clicked, etc., is one of the top reasons why 1000s of Salesforce users choose us and a fast-growing number of consultancies subscribe to SyncApps today to manage their clients.

Before testing out, your and your team, or Salesforce consultant, will need to set up your Salesforce Campaign Layout first. See how to do it.

Once you’re done setting up your Campaign Layout in Salesforce, check out the detailed guide here.

We use EventSpot at our Nonprofit for online events, which runs on Salesforce, so can SyncApps capture the registrant data including payment information back to Salesforce?

Definitely! EventSpot is simply the name for the Constant Contacts Events software. Even payment information is brought over to Constant Contact custom fields.

You can easily map it from the Contact record in Salesforce.

Here’s a quick overview of how to do this in a few simple steps:

Take a look at how the Step 1 settings are laid out below and to get EventSpot to sync back to Salesforce just check this feature.

NOTE:

By default, SyncApps syncs Registration Date, Registration Status or RSVP Status, Payment Status, Guest Count, and Payment total all into to the "Email Events" field if "Use Separate Custom Fields for Event Marketing Fields" is not checked in Step 1 of your Sync Profile.

How to set up Email Events in Salesforce Campaign Member Page Layout?

In Salesforce, head to the Setup page. Tap the gear icon and tap Setup > Campaign Member Page Layout then drag the "Email Events" field in the Layout.

If you want to then map separate fields back to Salesforce fields then enable this feature "Use Separate Custom Fields for Event Marketing Fields" and then in Step 4 the Field Mapping area can be used to map back Event Registrant fields from Constant Contact to Salesforce individual fields.

You'll just need to map out these following fields over in Step 4 of your Sync Profile plus you may be able to add another field if you'd like.

How does it look?

In Constant Contact Event, the Event will be created as a Salesforce Campaign and the Event Registrants will be created as Campaign Members together with the Event Registrant details:

After the sync in SyncApps is completed, the Event will now be created as a Campaign in Salesforce. The name of the Salesforce Campaign will be the same exact name of the Constant Contact Event.

By default, SyncApps syncs Registration Date, Registration Status or RSVP Status, Payment Status, Guest Count, and Payment total all into to the "Email Events" field if "Use Separate Custom Fields for Event Marketing Fields" is not checked in Step 1 of your Sync Profile.

If you need to create a Salesforce Opportunity from each Event then see here.

If you need to get a better understanding of how Constant Contact Events work in detail head to this article.

Salesforce and Mailchimp

Through the Mailchimp to Salesforce integration, SyncApps helps AIGA manage their contacts without any human error, making sure the data stays clean across chapters and that our members are happy with the information coming their way.” More importantly, since funds are important in any NGO, SyncApps provides us an affordable solution for AIGA. Our fees for this powerful integration are 5-10 times lower than the market average – this makes SyncApps the preferred iPaaS provider for NGOs.

Tiia, Director of Digital Operations ~ AIGA

Mailchimp for Salesforce is another extremely popular integration on the SyncApps platform. And it’s no wonder: both Salesforce and Mailchimp are leaders in their respective fields.

Mailchimp offers a free plan, so a lot of small businesses start off on it. When their operations grow, their Mailchimp plan grows along with them -- which is pretty much the case with SyncApps, as well. Our free plan helps thousands of companies in every industry leverage integration and then scales up along with their business.

In turn, Salesforce is a ‘household’ name when it comes to sales in every field. When you combine these two amazing solutions and leverage them using the SyncApps integration, you get a unified marketing and sales powerhouse.

Here’s how:

Insights

• How can I integrate my Contacts, Leads, or Accounts from Salesforce to my Mailchimp Main Audience?
• How can I segment my Salesforce Campaign(s) or Marketing List(s) to Mailchimp Group(s) or Tag(s)?
• Are new records from sign-ups, webforms, or adding manually from my Main Audience synced to Salesforce?
• How do I sync my Marketing Metrics such as Opens, Clicks, Bounces, Forwards, Links clicked from Marketing Automation Campaign(s) to Salesforce?

How can I integrate my Contacts, Leads, or Accounts from Salesforce to my Mailchimp Main Audience?

Need to sync all your Salesforce Contacts, Leads, or Accounts to your specified Mailchimp Audience?

Check out the process below:

1. In Salesforce, make sure that you have Contacts, Leads, or Accounts records with an email address associated with them. SyncApps will ignore records if they don’t have the Standard email address field filled in. Yes, even if you use other email address fields but the standard email address field is blank.
2. In Mailchimp, just create a fresh new Audience that you’ll be using for the integration. Or, if you prefer, use the main Audience that you want to use an existing Audience. Why do you need the main Audience? SyncApps will use the Mailchimp API to sync and update records.
3. In Step 1 of the Sync Profile, use the “OAuth2” as the Authentication type and select the preferred Object Type to Use. Object Type is just a CRM term for what records you are wanting to integrate. Hit the Next button after setting up Step 1.
4. In Step 2 of the Sync Profile, copy the API key from Mailchimp first.

• Login to your Mailchimp account.
• Tap your profile name to show the drop-down menu of the Account Panel and select Account Settings.
• Tap Extras and choose API keys.
• Tap the Create A Key button then copy the API Key, past in then in Step 2 of the Sync Profile under API key.

5. Specify the Main Audience to be used. The records from Salesforce will land to the specified Main Audience as the integration runs. Just copy the exact name and characters from Mailchimp then paste it in Step 2 of the Sync Profile.
6. Hit the next button up until you’ve reached Step 6 of the Sync Profile then tap the “Finish” button.
7. Run the sync. The Contacts, Leads, or Accounts should now be in your Main Audience after the sync is completed.

How can I segment my Salesforce Campaign(s) or Marketing List(s) to Mailchimp Group(s) and Tag(s)?

If you’re using Salesforce Campaign(s) or Marketing List(s) and you want them to be segmented into Group(s) or Tag(s) in Mailchimp for easy segmentation, especially in targeting specific Mailchimp Campaign(s) automations, check out the steps below:

1. In Salesforce, make sure that you have the records already in each Salesforce Campaign(s) or Marketing List(s) and double-check if these are set to Active. If the Active box of these CRM List(s) are not checked that that will not be shown as one of the options in Step 1 of the Sync Profile.
2. In Step 1 of the Sync Profile, enable the option “Want to use a Campaign or Marketing List to sync Campaign or Marketing List Members to Mailchimp?” then tap the “Browse” button. Select the specific Salesforce Campaign(s) or Marketing List(s) to sync. If none is selected then all CRM List(s) will be synced. Please note that record types will be synced depending on the Object Type selected of that specific Sync Profile.
3. In Step 2 of the Sync Profile under “Segmentation Method”, select “Use Group(s)” or “Use Tag(s).

If you use “Use Groups”, the selected Salesforce Campaign(s) or Marketing List(s) in Step 1 of the Sync Profile will be synced to “My Groups” by default if “Group Title to Use” is not specified. By the way, “My Groups” will automatically be created by SyncApps after the sync is completed.

If you use “Use Tags”, each Contact(s) or Leads(s) will be tagged per Salesforce Campaign(s) or Marketing List(s).

4. Hit Save then Reset Sync Process and resync. Each of the CRM List(s) will now be auto-created into separate Group(s) or Tag(s) under the specified Mailchimp Audience.

This entire process will set your team up for success to automatically get the records you need into Mailchimp in realtime to allow your powerful email automations to take over.

Are new records from sign-ups, webforms, or those added manually from my Main Audience synced to Salesforce?

By default, new records from your Mailchimp Main Audience will be synced and created in Salesforce if the record does not exist at the time of sync. If it already exists then SyncApps will just marry your existing record to the Mailchimp record as email is the key used in integration as the unique identifier.

Using Webforms or Sign up forms? Just make sure to land that Form in your specified Main Audience in Step 2 of the Sync Profile or into the Group(s) created by SyncApps from your integrated Salesforce Campaigns or Marketing Lists.

I want to sync only the specific Contacts, Leads, or Accounts from Salesforce to my Mailchimp Audience into separate Group(s) or Tag(s)

Not using Salesforce Campaign(s)/Marketing List(s) but you still want to segment your CRM records in Mailchimp?

Check out the flowchart below to get started:

Our Filtering and Segmentation in Step 5 of the Sync Profile will do the trick!

This the power of bidirectional integration in action! You can sync everything back and forth from Mailchimp to Salesforce, so you are free to use your creativity when it comes to lead collection forms or targeted email campaigns. We’ll make sure that any info added into either platform is found everywhere.

Before setting up the Filtering and Segmentation, check first the Segmentation method to be used in Step 2 of the Sync Profile whether be “Use Group(s)” or “Use Tag(s)”. Once selected then you may head to Step 5 of the Sync Profile to set it up.

Each segment (Segment Name) will be created into Group(s) or Tag(s) together with the records that will match the criteria per segment.

Check out our Filtering and Segmentation guide here for more of a deep dive on this topic.

How do I sync my Marketing Metrics such as Opens, Clicks, Bounces, Forwards, Links Clicked from Marketing Automation Campaign(s) to Salesforce?

Our Campaign Response feature, which means syncing of Marketing Metrics such as Opens, Clicks, Bounces, Links Clicked, and more, is one of the most loved features by our subscribers.

Before testing this cool feature out, you’ll need to set up your Salesforce Campaign Layout first. See how to do it.

Try to set up this use case below to see how it works:

Create a Campaign and/or Salesforce Marketing list in Salesforce. Once synced to Mailchimp via SyncApps, corresponding “Groups” will be created in Mailchimp.

You can also create a “Test” Salesforce Campaign including one person --your email-- which will then create a Group with only 1 email record in Mailchimp. Do a test Mailchimp Email Campaign with the recipients in the Group of 1 (which is your email) that was just created.

Upon receiving an email, open it, tap the link, and check Mailchimp to see if it is showing your response. Run SyncApps (Sync Now).

Voilà! A new “Test” Campaign was created in Salesforce showing you as a member with your 1 open and 1 tap. It’s that easy!

Options:

There are currently a few ways to sync back Campaign Metrics to Salesforce (Campaign Response Sync Mode):

1. Create a Salesforce Campaign - This option will create a Campaign in Salesforce from your Marketing Automation solution with the Campaign Members in it together with the individual Campaign Metrics.

2. Create a Salesforce Activity - for each metric in an Email Campaign like an open, tap, link tapped, etc. If this option is selected then each event such as Opening, Tapping will create a new Activity (Task) in Salesforce, an option for tracking URLs tapped and the end event as Tasks.

3. Create Salesforce Campaign + Activity - This option is a combination of Option 1 and Option 2.

4. Create a Salesforce Note + attached HTML Template of Campaign - If using this option, no extra field placement is needed. We will sync back your Email Campaign(s) to Salesforce Notes and also, add an attachment of the Email sent to Leads and Contacts. (Designed for Financial Institutions, Insurance Agencies, Banks and others for compliance reasons)

5. Bring Back Marketing Metrics Only - This Option will create a Campaign in Salesforce from your Marketing Automation that has the total number of Campaign Metrics from a specific Campaign. This will not sync Campaign Members which will save tons of Salesforce storage.

Enough with the theory! Let’s get our hands dirty with a real-life example. Here’s how one of our subscribers leverages the Salesforce to Mailchimp integration. The excerpt below is a summary of our support team’s conversation with the subscriber.

Integration Use Case

The subscriber was using CRM Checkbox for Groups Segmentation in Mailchimp. So far so good. But how can he ensure that all the new Sign-ups from those Mailchimp Groups under that specific Audience will be synced to Salesforce and the “General Email Subscriber” checkbox will be ticked?

Quite easily, in fact:

Salesforce check:

In Salesforce, create a custom text box that you’ll be using for the Salesforce workflow. Let’s say the workflow is that if Salesforce Field X is set to “True” then it will automatically check the “General Email Subscriber” checkbox.

Mailchimp Check:

Make sure to land the Sign-Up forms to your Mailchimp Group(s) under the specified Audience in Step 2 of the Sync Profile so that whenever the sync runs, the record will be created there in Salesforce.

SyncApps Setup:

In Step 4 of the Sync Profile, use the Static Text field Mapping and set it to “True” under the Mailchimp mapping option, then under the Salesforce, map the created custom text box (That created textbox with workflow) and the mapping direction will be from Mailchimp to Salesforce.

Expected outcome:

Any new Sign-ups from Mailchimp will now be created in Salesforce with the “General Email subscriber” Preference checked.

We promised it was easy, didn’t we?

Salesforce and Klaviyo

Looks like it runs flawlessly, Thank you all for your help getting our Salesforce Accounts to Klaviyo and our leads from Klaviyo to Salesforce in realtime.

Brandon W., Web Lead at Paragon Stairs (since 1947)

Klaviyo offers its users the opportunity to create integrated marketing campaigns across numerous platforms, including email, SMS, web notifications, and more. A powerful software on its own, Klaviyo can really shine when you connect it with yet another powerful software like Salesforce. We recently have seen increased usage of this integration used in tandem with downloads of our Drag & Drop for Salesforce Files, which allows easy dragging into Salesforce anything you need to get your sales, operations, and other teams informed.

Check out the highlights and learn how the SyncApps by Cazoomi Salesforce to Klaviyo integration can take your marketing to a whole new level.

Insights

• How can my team integrate Contacts, Leads, or Accounts from Salesforce to my Klaviyo Main List?
• How can I Segment Salesforce Campaign(s) or Marketing List(s) to Klaviyo Email List(s)?
• How can I set up Salesforce CRM Contacts or Leads for List Segmentation using the Filtering and Segmentation feature?
• Is Creating new Contact(s) or Lead(s) from Klaviyo to Salesforce via sign-up forms, web forms, or adding manually possible?
• What is the best practice for syncing the Campaign Responses (Syncing of Marketing Metrics such as Opens, Clicks, Bounces, Forwards, Links clicked) from Klaviyo Campaign(s)?

How can my team integrate Contacts, Leads, or Accounts from Salesforce to my Klaviyo Main List?

1. In Salesforce, make sure that you have Contacts, Leads, or Accounts records with Email addresses with them. SyncApps will ignore records if they don’t have the Standard email address field filled in or using other email address fields yet the standard email address field is blank.
2. In Klaviyo, make sure that you have created a fresh new list. Or if you like, an existing list will do too. This list will be used as the Main List. Why do you need a Main List? SyncApps will use the Klaviyo API to sync and update records that need the main list.
3. In Step 1 of the Sync Profile, use the “OAuth2” as the Authentication type and select the preferred Object Type to Use. Object Type is the CRM term for records you are integrating from CRM. Hit the Next button after setting up Step 1.
4. In Step 2 of the Sync Profile, specify the Klaviyo Main List to be used. The records from Salesforce will land to the specified Main List during the sync.
5. Hit the next button up until you’ve reached Step 6 of the Sync Profile then tap the “Finish” button.
6. Run the sync. The Contacts, Leads, or Accounts should now be in your Klaviyo Main List after the sync is completed.

How can I Segment Salesforce Campaign(s) or Marketing List(s) to Klaviyo Email List(s)?

If you’re using Salesforce Campaign(s) or Marketing List(s) and you want them to be segmented into Email List(s) in Klaviyo, especially for targeting specific automated Campaigns, check out the steps below:

1. In Salesforce, make sure that you have the records already in each Salesforce Campaign(s) or Marketing List(s) and double-check if these are set to Active. If the Active box of these CRM List(s) are not checked then that will not be shown as one of the options in Step 1 of the Sync Profile.
2. In Step 1 of the Sync Profile, enable the option “Want to use a Campaign or Marketing List to sync Campaign or Marketing List Members to Klaviyo?” then tap the “Browse” button. Select the specific Salesforce Campaign(s) or Marketing List(s) to sync. If none is selected then all CRM List(s) will be synced. Please note that record types will be synced depending on the Object Type selected of that specific Sync Profile.
3. Hit Save then Reset Sync Process and resync. Each of the CRM List(s) will now be auto-created into separate Email List(s) in Klaviyo.

How can I set up Salesforce CRM Contacts or Leads for List Segmentation using the Filtering and Segmentation feature?

The Filtering and Segmentation feature in segmenting your Contacts, Leads, or Accounts from Salesforce to Klaviyo can also be a great alternative if you’re not using CRM Campaign(s) or Marketing List(s).

Our Filtering and Segmentation in Step 5 of the Sync Profile will do the trick!

Check out our Filtering and Segmentation guide here.

Is creating new Contact(s) or Lead(s) from Klaviyo to Salesforce via sign-up forms, web forms, or adding manually possible?

By default, new records from your Klaviyo Main List or List(s) created from those Salesforce Campaigns will be synced and be created in Salesforce if the record does not exist at the time of sync. If it already exists then SyncApps will just marry that record.

Using Webforms or Sign up forms? Just make sure to land the records who sign up via that Form in your specified Klaviyo Main List in Step 2 of the Sync Profile OR to those List(s) created by SyncApps from those Salesforce Campaigns or Marketing Lists.

What is the best practice for syncing the Campaign Responses (Syncing of Marketing Metrics such as Opens, Clicks, Bounces, Forwards, Links clicked) from Klaviyo Campaign(s)?

The Campaign Response feature entails the syncing of Marketing Metrics such as Opens, Clicks, Bounces, Links Clicked, etc. It is one of the top features of our integration and one of the reasons why 1000s of users subscribed to SyncApps (+ a few dozens today).

Before testing it out, you’ll need to set up your Salesforce Campaign Layout first. See how to do it.

Here’s how you can do this to test:

Create a Campaign and/or Salesforce Marketing list in Salesforce. Once synced to Klaviyo via SyncApps, corresponding Email Lists will be created in Klaviyo.

You can also create a “Test” Salesforce Campaign including one person--your email--which will then create an Email List with only 1 email record in Klaviyo. Do a test Klaviyo Email Campaign (Newsletter type) with the recipients in the Email List of 1 (which is your email) that was just created.

Upon receiving an email, open it, tap the link, and check Klaviyo to see if it is showing your response. Run SyncApps (Sync Now). Voila, a new “Test” Campaign was created in Salesforce in which you were expecting to see one showing you as a member with your 1 open and 1 tap.

Options:

There are currently a few modes to sync back Campaign Metrics to Salesforce (Campaign Response Sync Mode).

1. Create a Salesforce Campaign - This option will create a Campaign in Salesforce from your Marketing Automation solution with the Campaign Members in it together with the individual Campaign Metrics.

2. Create a Salesforce Activity - for each metric in an Email Campaign like an open, tap, link tapped, etc. If this option is selected then each event such as Opening, Tapping will create a new Activity (Task) in Salesforce, an option for tracking URLs tapped and the end event as Tasks.

3. Create Salesforce Campaign + Activity - This option is a combination of Option 1 and Option 2.

4. Create a Salesforce Note + attached HTML Template of Campaign - -If using this option, no extra field placement is needed. We will sync back your Email Campaign(s) to Salesforce Notes and also, add an attachment of the Email sent to Leads and Contacts. (Designed for Financial Institutions, Insurance Agencies, Banks and others for compliance reasons)

5. Bring Back Marketing Metrics Only - This Option will create a Campaign in Salesforce from your Marketing Automation that has the total number of Campaign Metrics from a specific Campaign. This will not sync Campaign Members which will save tons of Salesforce storage.

NetSuite and Salesforce

The best marketing and sales campaigns are those that are tied to the company’s financial goals. Setting financial KPIs is the safest way to ensure that you don’t waste money on useless campaigns.

Sounds good, right? The only problem: it’s pretty hard to tie marketing, PR, and even sales to the company’s overall financial situation and performance. The accounting department is notoriously (and wrongly) isolated from the rest of the departments in most companies.

Plus, financial operations are pretty hard to understand for those of us without a background in the field.

But where there’s a problem, there’s usually a solution, too. In this case: integrating NetSuite with Salesforce via SyncApps.

Let’s take a quick look to see how this works and how you can leverage it:

Insights

• How are NetSuite Customers to Salesforce Accounts handled?
• What does the integration include for NetSuite Items to my Salesforce Catalog?
• Are there any automation options that are naturally built into this integration?
• Do you have a flowchart of how the data integration works?

How are NetSuite Customers to Salesforce Accounts handled?

1. In Step 1 of the Sync Profile, enter your NetSuite credentials. There are two Authentication Methods to be selected: Token-Based Authentication or Username and Password (2FA). Just select one and be sure that you have set that up and the Roles/Permissions in NetSuite.
2. Under records to sync, you may select All NetSuite Customer or only the specific one by using NetSuite Customer Saved Searches or Customer Subscriptions to Salesforce.
3. Once done, head to Step 2 of the Sync Profile and connect Salesforce using the “Oauth2” Authentication method.
4. In Step 3 of the Sync Profile, you may also select what will SyncApps create these NetSuite Customers to Salesforce, will it be created as a Lead or an Account under “Customer Sync Mode”. If you want these NetSuite Customers to be created as a Lead then select “Create a Lead”.
5. Once done, completing the setup up until Step 5 of the Sync Profile then hit the finish button. Run the sync. The NetSuite Customers will now land in your Leads database in Salesforce.

What does the integration include for NetSuite Items to my Salesforce Catalog?

We always strive to build our integrations with efficiency in mind so you use 100% of the features in each bidirectional integration your team needs.

Trying to integrate NetSuite Items to your Salesforce Product Catalog? Then setting this up in Step 3 of the Sync Profile will make it happen. Before syncing, make sure that you have properly set up your NetSuite permissions so that these Items will be sync otherwise, the sync will not be completed due to insufficient Permission.

Just select which Item types would you like to sync from NetSuite to Salesforce Product Catalog and that is it. Press & Point integration at its best. We’ll take it from here integrating your key NetSuite and Salesforce data on the schedule you choose so you can focus on growing your organization.

Are there any automation options that are naturally built into this integration?

Yes, many sales organizations who work entirely in Salesforce just want their Salesforce Opportunities, which the mark as Closed-Won, to flow over to NetSuite for Finance to take over. So we’ve added this as a built-in automation option.

If you want those records to be created as NetSuite Sales Order then select “NetSuite Sales Order”, otherwise, if you just want the data to flow from NetSuite to Salesforce only then select the “Do not create Opportunities”.

Do you have a flowchart of how the data integration works?

Salesforce and Eventbrite

Filtering and Segmentation feature in Step 5 of SyncApps looks nice for from Salesforce, but we needed to filter on the Campaign member, not on the Contact. Because we need to filter on the Status of the Campaign member once the Eventbrite Campaign is created in Salesforce. SyncApps by Cazoomi team delivered yet again!

Arjan Oldenkamp, Project Manager | Salesforce Consultant

When you say online marketing for events, you think, Eventbrite. The platform offers the easiest way to create an event and then sell tickets or passes to people all over the world.

Nifty, right?

But how about marketing the event?

This is where Salesforce comes into play. With its help, you can market your event, boost sales, and track your results easily.

Don’t want to keep switching between platforms?

That’s what we’re here for.

Meet the Eventbrite for Salesforce integration.

Insights

• How can I sync all Contacts, Leads, or Accounts to an Eventbrite Contact List?
• Do Eventbrite Events flow back to Salesforce?
• Can my team’s custom questions from Eventbrite integrate back to Salesforce?

How can I sync all Contacts, Leads, or Accounts to an Eventbrite Contact List?

1. To sync all your Contact, Leads, or Accounts to the selected Eventbrite List, just select which Object type to use. Please note that we only sync one Object type per Sync Profile so if needing to sync another one, please create another Sync Profile. If using Salesforce Campaign(s) in Step 1 then only the records from these selected Salesforce Campaign(s) will be synced.
2. In Step 2 of the Sync Profile, select the which Eventbrite Contact list to sync as SyncApps will sync all the records to this selected Eventbrite List.
3. Complete the setup and run the sync. After the sync is completed, all the Salesforce records or records from those selected Salesforce Campaigns will now be integrated into the selected Eventbrite List.

Do Eventbrite Events flow back to Salesforce?

1. In Step 1 of the Sync Profile, enable the “Sync Eventbrite Events” hit Save then hit Reset Sync Process and resync.
2. After the sync is completed, a Salesforce Campaign will be created for each Eventbrite event within the last 90 days. When you create an Email Event in Eventbrite, the registrant, if not in Salesforce as a Lead or Contact, will be automatically created and the event is a Campaign on their Salesforce record.

Can my team’s custom questions from Eventbrite integrate back to Salesforce?

Absolutely! This is one of the best features to help keep your sales teams on the same page with marketing. Knowing the answers, in Salesforce, to your event registrants custom questions can help save tons of time and help your team gain insights into your customer base.

Here is a deep-dive into this topic for your team.

See Article Here

Navatar and Mailchimp

Our journey started with Navatar Marketing Initiatives, a separate container in Navatar like Campaigns in Salesforce, yet just those records do not match the criteria thus the Segments are not created in Mailchimp. So as long as we were targeting a specific Marketing Initiative we won’t have access to all the fields on the contact object for filtering/segmenting however if we targeted all contacts and then filter in SyncApps then we can use all the Contact object fields for segmenting. We went this route which works great!

Wiley R., Associate at ScaleCo

If you work in the financial industry, then you’re surely familiar with Navatar, the top-selling investment management software provider for the financial services sector, which runs on top of Salesforce.

And if you’re using Navatar, then you also know that great as this software is for management, marketing automation is not its strong suit.

That’s what Mailchimp is for. The marketing automation platform can ensure that all your shareholders, stakeholders, and investors are kept abreast of all the information they need, on the channel they prefer.

Now if you could only merge these two into a slick, mean selling machine... Good news: the Mailchimp for Navatar integration does just that: it puts your marketing ROI on auto-pilot.

Here’s how:

Insights

• How can I sync Navatar Contacts and/or key Accounts to my Mailchimp Main Audience?
• Can Navatar Marketing Initiatives integrate to my Mailchimp Audience and Group Titles plus my Groups?
• How do my Marketing Metrics, or Campaign Responses, flow from Mailchimp to Navatar?

How can I sync Navatar Contacts and/or key Accounts to my Mailchimp Main Audience?

Syncing your Navatar Contacts and/or key Accounts is super simple as the steps are pretty straight forward. First, just make sure that each Contact or Account record does have an email address so these will be synced to your specified Mailchimp Main Audience.

1. In Step 1 of the Sync Profile, enter your Navatar credentials where you want to sync the records from. Select an Object Type to sync whether it is a Contact or Account. Please note that if you want to sync another Object type to sync, you’ll need to create another Sync Profile.
2. Under Mailchimp to Navatar option in Step 1 of the Sync Profile, under New Subscriber Object type to sync, select “Create a Contact” if you want the new subscribers from your Mailchimp Main Audience to be created as a Contact in Navatar. Otherwise, select the latter.
3. Once done, hit the Next button
4. Enter your Mailchimp API Key. To obtain a Mailchimp API key please log into Mailchimp, press the Top Menu: Account > Extras > Your API Keys. Create a new API Key or copy an existing API Key into SyncApps.

To use SyncApps, you must have the Admin role and above. Please use your Mailchimp username and password for the Admin role or above.

5. Enter your Mailchimp Main Audience to be used. SyncApps will sync all the Navatar Contacts or Accounts to this specified Main Audience on this specific Sync Profile.
6. Hit the next button up until the setup is complete. Hit the Sync Now button.

You are now up and running on Navatar for Mailchimp.

Can Navatar Marketing Initiatives integrate to my Mailchimp Audience and Group Titles plus my Groups?

Integrating Navatar Marketing Initiatives can also be segmented into Groups under your Mailchimp Group Titles. Use Mailchimp’s Multi-Groups? We support that as well!

See how to set it up below:

In Step 1 of the Sync Profile, enable the “Sync Navatar Marketing Initiative to Mailchimp Groups”. Select a specific Navatar Marketing Initiative to be synced to Mailchimp. Each Marketing Initiative will be created as a Group in Mailchimp.

1. If no Group Title is specified in Step 2 of the Sync Profile, by default, SyncApps will create a Group Title named “My Groups” and all Marketing Initiatives will be synced to this Group Title.
2. If a Group title is specified then all the selected Marketing Initiatives will be synced to this specified Group Title in Step 2 of the Sync Profile.
3. If the Multi Groups Titles feature is enabled in Step 2 of the Sync Profile, then you can control which Group Title will each Marketing Initiative be synced to.

Once you’re done setting up Step 1 and Step 2, complete the setup then initiate the sync (Sync Now button)

How do my Marketing Metrics, or Campaign Responses, flow from Mailchimp to Navatar?

Check out the best practice below:

1. In Step 1 of the Sync Profile, select the specific Navatar Marketing Initiatives to be synced to Mailchimp as Groups. If none are selected then we will sync all active Navatar Marketing Initiatives.
2. Run the sync in SyncApps. Once the sync is completed, head to your Mailchimp Audience and see if the Groups are now created under the Group Title “My Groups” (Default), or under the specified Group title in Step 2 of the Sync Profile.
3. Now, create a Mailchimp Campaign and the recipients should be in the Groups created from those Navatar Marketing Initiatives via SyncApps. Run the Campaign.
4. While the Mailchimp Campaign is running, head to Step 1 of the Sync Profile and enable “Sync Campaign Responses”. Under the Campaign Response Mode, select “Create Marketing Initiative”.
5. Hit save then tap the Reset Sync Process and resync.
6. After the sync is completed, each Mailchimp Campaign will be created into different Navatar Marketing Initiatives together with the Campaign results such as opens, clicks, bounces, links clicked, and the Marketing Prospects (Campaign Members).

Propertybase and Mailchimp

At our wonderful place, called the Vines of Mendoza, getting leads around the world is a significant part of our business. The only challenge is how we will be able to reach out to countries and send emails that are personalized to deliver their intent clearly. We found this with SyncApps using the integration to sync Propertybase to Mailchimp fields like the Language Field so that we could better personalize our marketing campaigns.

Jay C. Owner ~ Vines of Mendoza

Did you know that real estate clients respond very well to clever content marketing campaigns? The same goes for travel and tourism ones in these times! Savvy companies in these fields and brokers already know that!

Just as they know that Propertybase is an excellent solution to keep track of all your properties but it’s not the best marketing ally.

If you’re looking for modern real estate and travel marketing techniques, why not marry your go-to solution (Propertybase) with a leading marketing automation solution like Mailchimp?

Don’t worry; you don’t need coding skills to do that. We’ve got you covered with our robust plug-and-play integration for Propertybase and Mailchimp.

Here’s how it works:

Insights

• How can I keep my resort traveler’s address data in sync from my Mailchimp account to Propertybase?
• I get leads from my website all day long and need these to flow into Propertybase from Mailchimp automatically to reach out daily so how can I best set this up?
• Are Mailchimp Audience members automatically subscribed back to Propertybase?
• Is there any way to move back Campaigns, not Activities in Salesforce, to better kick off automated tasks for resort representatives who we rely on to bring in more business?

How can I keep my resort traveler’s address data in sync from my Mailchimp account to Propertybase?

You just need to make sure that all your Propertybase Contacts, Leads, or Accounts are initially synced and cached by SyncApps so whatever updates from Propertybase will always be synced to Mailchimp and whatever updates in Mailchimp will always update the record in Propertybase via Mailchimp Webhook technology.

How to achieve it? See the process below:

1. Completed the setup in Step 1 of the Sync Profile.
2. In Step 2 of the Sync Profile, enter the Mailchimp Audience to be used for this integration. Also, enable the “Update Propertybase if Subscribers update their Profiles in Mailchimp” - You’ll need to set up the Address fields in Step 4 of the Sync Profile. Why do you need this feature? So that whenever there are Address field updates from Mailchimp from those Profile Forms, it will automatically reflect in Propertybase even if the sync is not running.
3. In Step 4 of the Sync Profile, set the Address fields completely. Check out the guide here for more information.
4. Once the setup is completed, run the sync.

I get leads from my website all day long and need these to flow into Propertybase from Mailchimp automatically to reach out daily so how can I best set this up?

Your website signup form(s) or web form(s) should land in your specified Main Mailchimp Audience (specified in Step 2 of the Sync Profile) so that whenever there are sign-ups, these new records will be created as a Lead in Propertybase. Also, in Step 1 of the Sync Profile under New Subscriber Object Type, select “Create A Lead”.

Are Mailchimp Audience members automatically subscribed back to Propertybase?

Existing Mailchimp Audience members prior to using SyncApps can be migrated back to Propertybase using our migration feature.

Alternatively, these records can be exported from Mailchimp and imported into Propertybase. Once you have done this task then the next task is to set up a Sync Profile, as we call it, to sync and true up the records from Propertybase to your specified Main Audience.

Is there any way to move back Campaigns, not Activities in Salesforce, to better kick off automated tasks for resort representatives who we rely on to bring in more business?

Syncing the Constant Contact Campaign results back to Propertybase is very helpful to track the opens, clicks, bounces, and links clicked. Check out the best practice below:

Before testing out, you’ll need to set up your Salesforce Campaign Layout first. See how to do it.

Once you’re done setting up your Campaign Layout in Salesforce, check out the detailed guide here.