There’s been a lot of talk about how the world of business will look like after the pandemic. Big words have been uttered and new phrases have been coined: ‘complete transformation’, ‘re-alignment’, ‘new verticals’, ‘business life support’, ‘de-globalization’.
You must have heard some of them. If not, don’t fret. More will appear soon, as there’s no clear timeline for when we’ll stop calling this a ‘post-pandemic’ world.
Of course, when the world changes significantly, we all feel the need to reflect on those changes.
For us here at SyncApps by Cazoomi, it was a great opportunity to look back on our beginning. You see, when we first started the company more than 10 years ago, the world of tech was a completely different place. Cloud Integration is a budding field and very few people used it.
Now, we have subscribers in every industry, from nonprofits, ecommerce, and medicine to automotive and manufacturing, so around 21+ Industries and counting! Today, most savvy marketers have heard of integration and have either implemented it or planned to do so in the near future.
In our field, adaptability and fast change were always the norms. With increasing subscriber savviness came increasing demands and we were always happy to make our subscribers the stars of the show and create features and new integrations specifically for them.
So, what’s really changed?
In our experts’ opinion, two things:
First off, the increased reliance on digital...everything. From CRMs, ERPs, marketing automation, and even online service delivery and remote work. The increased demand for all these things is here to stay, even in a downturn in IT spending, as shown in the first Gartner report that clearly forecasts an increase in cloud ERP and CRM solutions.
Physical distancing will remain part of our lives for the foreseeable future and it might become ingrained in many of our daily habits. Work from Home is not an option but the norm now. Again, more reliance on top online software for business is the key to business survival in this accelerated digital transformation.
At SyncApps by Cazoomi, we have also noticed a bigger demand for integration solutions, especially for Salesforce, which is by far the leader in the space at a 20%+ market share.
So we’ve put together this in-depth guide to help you make the most of Salesforce and any other software you want to integrate it with.
No matter how the new normal will pan out, a powerful solution like Salesforce is the strongest ally a business can have, especially if you can leverage it to the fullest.
We’ve got you covered with the basics, how-tos, real-life use cases, and inspiration from organizations just like yours who have transformed their operations by simply adding a new solution to their deck.
Happy learning!
In our work with many sales, marketing, operations, finance, and support teams around the globe using Salesforce, a common thing we hear is that;
Salesforce is key to our organization staying on top of all our customers, vendors, employees, and prospects’ needs.
Wondering what makes all these people say the same thing?
Salesforce is providing each user with a 360-degree view of their customers, vendors, prospects, and employees. This view is essential for running key operations.
But when it comes to providing sales and marketing solutions that each department can use to truly drive growth -- transformational marketing --, Salesforce usually comes up short. At least on its own.
You see, there are so many tools and software solutions that organizations use to get the kind of marketing and sales actionable insights they so desperately need today. Salesforce is a great foundation for it but it can’t do it all alone.
This is where SyncApps by Cazoomi comes into play.
We help organizations connect financial solutions like NetSuite & JCurve, Built on Salesforce platforms like Propertybase or Navatar, marketing systems such as Mailchimp, Eventbrite, Klaviyo, or Constant Contact, and more. Our integrations are designed to help you leverage all these modern marketing automation solutions and still remain in sync with Salesforce -- the key record system that drives your organization forward.
Best practices from our subscribers
We work with Salesforce users every single day, onboarding their teams and the one thing that we hear from every one of them is something like this:
Salesforce is at the core of our organization and the single source of truth we all rely on for our sales and marketing teams. Yet, our other units rely on the data to make real-time decisions. The key in our business is connecting with our customers, prospects, or constituents to help fuel our growth. But without the key marketing data integrated back in Salesforce, we are not able to make the decisions needed to drive us forward.
This is how our users feel about Salesforce.
What about you?
How does your team overcome these challenges using Salesforce integration?
Integrating Salesforce to your marketing automation solution can bridge the gap between the sales and marketing teams but also between finance, operations, and support.
How?
Quite easily!
The system of record, Salesforce, will have all the key data from marketing synced back so everyone can make daily decisions about the direction of the business using the same data sets.
Being able to drive sales growth through integrated marketing data is not an easy task. Integration is just the first step. Next, you need to analyze via reports how your target market engages with you. Finally, it’s time to make company-wide decisions that lead your team into the future based on these insights.
With a rudimentary integration, this is quite challenging.
But we don’t like negativity. So let’s take a look at how this can play out in the Salesforce integration world powered by SyncApps.
According to Walter Stegen, CRM Process Analyst, Coach and Application Manager at CRH,
We needed a way to make 100% sure that when we email our customers, our Salesforce users know that every time the right persons are involved in the mailings. (Case Study)
Before choosing SyncApps, CRH wasted hours each month on manually importing and exporting tools to integrate Salesforce. They run their company on Salesforce.
They used to face several challenges including constantly keeping their marketing automation solution, Mailchimp, up to date with current customer and contact data. CRH really needed to leverage an integration software that could make their work easier.
We love it when marketers don’t use the ‘if it’s not broken, don’t fix it’ mentality and, instead, try to innovate and improve every day.
And CRH is really good at it. Check out some serious Salesforce integration and power using from them:
We wanted to help them bring their marketing to a whole new level, so we started by asking questions to understand their flow.
Question: Can you walk us through the typical data flow you see for your Mailchimp for Salesforce marketing automation integration?
Answer: CRM users would daily update Contacts, Customers, and Opportunities in Salesforce which we need to flow to Mailchimp so Marketing could correctly market to the right people at the right time.
Bringing back the Campaign metrics from Mailchimp to Salesforce is also key in letting our CRM users know which emails are opened before we pick up the phone to make a call or send a follow-up email too.
Question: What’s the key importance of bi-directional syncing of Accounts, Contacts and Leads, and why is it so important to the overall organization?
Answer: Aside from reducing the error-prone import and export tasks associated with keeping our data intact, the fact that each team can work independently to update the data that is integrated in real-time for other departments to review is critical for a 360-degree view of our customers and prospects.
There are different approaches for providing visibility of key marketing data in a CRM like Salesforce. Our approach is to use custom fields in the CRM to map in key data from the marketing systems. We find this approach works great because it doesn’t require any additional software or plugins within the CRM, and it gives us the full flexibility to configure their contact layout with the information. This has worked wonders for the sales reps using an integrated Salesforce to marketing automation to drive behavior that moves the CRH team forward.
Need more Salesforce inspiration? We get it! You can never have enough ideas on leveraging such a powerful software.
For this next bit, we went directly to Salesforce pros, the ultra-power users that teach people how to use Salesforce. Think about our next user as the ultra-marathonist who’s patient enough to teach you how to run your first ever 5K.
Based in Switzerland and Germany, Nexell GmbH, founded in 2002, is a local Salesforce and Salesforce.org Certified Cloud Alliance partner, helping customers and non-profit organizations around the globe in the field of Customer Relationship Management (CRM).
This boutique Salesforce consulting firm takes pride as one of the most competent and customer-friendly teams in the Salesforce world. Their customers include both large and small brands ranging from nonprofits, startups, small & medium size outfits to many global enterprises.
Nexell recently implemented Mailchimp, which they are using for GDPR management and marketing automation for QUAERO CAPITAL. Nexell needed to implement and roll out a Salesforce solution that talked to Mailchimp bidirectionally, for QUAERO CAPITAL customer data to enhance CRM and marketing capabilities. Briefly put, they needed to bring these sides of the house together.
With Mailchimp collecting and managing leads and contacts, there was a huge need to integrate these two business-critical cloud applications together. Nexell needed to roll out a bidirectional integration that would both sync and update contacts from Mailchimp into Salesforce so that the appropriate financial updates could go out to new leads and current customers quickly and efficiently.
They also needed to make sure any updates from customers flowed back to Salesforce from Mailchimp. Top examples here include subscribing to a specific content piece from QUAERO or updating the client’s GDPR preferences.
A key component to making sure that all Leads and Customers were getting the right information from the QUAERO research teams was to have an option to use Checkbox fields on the Salesforce record for each subscription or to use multiple Mailchimp Audiences to inform and automate their email and lead nurturing campaigns.
Managing 1000s of email subscribers’ preferences used to be super hard to do from Mailchimp for Salesforce. Just think about having to make daily updates when any newsletter preference or GDPR information changes. You’d need a full-time employee just for that! Yet, now is automated using SyncApps by Cazoomi in tandem with Nexell expert implementation teams.
Nexell initially setup their Contact level checkbox fields to stay updated between Mailchimp and Salesforce for all their various fact sheets and forecasting offers they have for their customers. Because they have been using Salesforce longer than they have been using Mailchimp, Salesforce is their de facto “system of record” for each Reporting Documents field.
Other fields for their contact information like name, email, phone number, etc are already pre-mapped using SyncApps.
With SyncApps they can update their Salesforce Contacts from Mailchimp using Mailchimp Update Contact forms for each of their contacts. This is a hugely efficient process for their customers who change their address, phone number, or even email from time to time.
Email Opt-Out: For their use case, this is a custom opt-out field in Salesforce and is a reference for GDPR and other EU privacy compliance laws. This data syncs back from Mailchimp when a customer no longer wants any emails sent to them and it is used in Salesforce to manage contacts for marketing campaign exclusion lists.
Scheduled to Delete: Sync deleted Contacts, Leads or Accounts in Salesforce to Mailchimp allows QUAERO to automatically manage everything from the Salesforce side. They can remove Mailchimp contacts out of their Audiences, which will stop any Mailchimp marketing automation workflows when the record is deleted in the CRM. It also gives QUAERO the ability to keep both systems in sync, something that’s very useful when managing data in Mailchimp for Salesforce.
Contact Owner: This field is an excellent field to map in any integration. Essentially, it allows QUAERO to sync over the name of the firm’s representative who is the “owner” of a particular lead or customer in Salesforce to Mailchimp. This also allows them to send emails out of Mailchimp -- coming from the QUAERO account owner, a very powerful use case, and a feature in all our integrations. With SyncApps ability to update data, this field will stay up to date in Mailchimp as well, should the Salesforce account owner change at some point in the client lifecycle.
Filtering And Segmentation
QUAERO also takes advantage of SyncApps Filtering and Segmentation feature, which allows their team to filter which records should be included in the integration. Since the integration between Mailchimp and Salesforce focuses on getting timely information on the financial sectors each client is investing in today they didn’t want to sync unwanted data over to Mailchimp per Audience. Instead, they opted to only sync records that are relevant to the industry they are subscribed to.
Marketing Metrics Flow
The Salesforce dashboard provides a plethora of useful data. Our users can see what each of their customers subscribe to on the marketing side, as well as the opens, clicks, forwards, links clicked, and more. All this data provides valuable insights to their account managers and enables them to deliver daily to each client. Bringing back what is happening on the Mailchimp side to Salesforce aids a lot in this process.
Posted from support conversations with our team and subscribers, implementation experts.
We’re at an inflection point in the iPaaS world. Successful marketing strategies require customer service teams to focus on the best practices to onboard subscribers from all over the world and from all walks of life.
There is a growing range of specialized platforms and agencies available to help organizations drive real integration results–starting with DIY platforms, Consultants, Agencies, and In-House IT teams, to name a few.
As the industry has matured over the past decade, the insights from our subscribers have helped us carve out a niche in the Salesforce marketing integrations space giving a plethora of use cases that anyone in an integration project can glean from today.
Lastly, as SyncApps celebrates its 10th year this 2020, we also want to share insights from our teams, subscribers, and experts that you can rely on to build your own integration best practices using SyncApps.
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.
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:
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.
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:
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.
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.
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.
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.
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.
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.
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:
Need to sync all your Salesforce Contacts, Leads, or Accounts to your specified Mailchimp Audience?
Check out the process below:
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:
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).
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.
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.
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.
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.
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!
There are currently a few ways to sync back Campaign Metrics to Salesforce (Campaign Response Sync Mode):
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.
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?
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.
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:
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.
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.
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.
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.
There are currently a few modes to sync back Campaign Metrics to Salesforce (Campaign Response Sync Mode).
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:
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.
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”.
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.
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.
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:
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.
To use SyncApps, you must have the Admin role and above. Please use your Mailchimp username and password for the Admin role or above.
You are now up and running on Navatar for Mailchimp.
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.
Once you’re done setting up Step 1 and Step 2, complete the setup then initiate the sync (Sync Now button)
Check out the best practice below:
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:
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:
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”.
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.
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.
SyncApps makes Salesforce integration fun.
SyncApps, an integration platform by Cazoomi, quickly and easily unites everything in your software arsenal for Salesforce so you can achieve better business outcomes, faster.
SyncApps intelligent, flexible, scalable platform accelerates your business results by linking your data, systems, applications, processes, and people. With SyncApps, integration is far faster and much less complicated than other cloud-based or manual code-based approaches. No hardware or software to install or maintain. No coding required. No wasted resources or time.
With everything you need in a point & press environment, organizations can quickly build integrations and automate repetitive processes. The SyncApps integration platform as a service (iPaaS) makes it quick and easy to connect any combination of cloud-based applications and on-premise applications with Salesforce.
The platform also includes robust support for workflow automation, all based on a no-code, point, and press interface. Like Salesforce, the cloud-native SyncApps Platform delivers high-availability, seamless updates, and industry-leading price & performance.
SyncApps is a proud Salesforce AppExchange Partner, since 2009 and today, supports more than 1200+ organizations running Salesforce, + a few more added while you’ve been reading this guide.
Together, SyncApps and Salesforce help organizations do more with their data. To learn more about how SyncApps can help you get more from your Salesforce investment and drive adoption across your organization, please contact our integration experts.