Cazoomi.com Story

SyncApps® by Cazoomi offers an integration framework available to unite your company's data.

Deploying Software-as-a-Service for Financials, CRM & Marketing, eCommerce or Support?

SyncApps® by Cazoomi is the easiest way to synchronize your applications without breaking the bank. Once available to only Fortune 1000 companies, Cazoomi introduces a way for your business applications to talk to each other for less than the price of a Netflix subscription.

See other small businesses, education and non profits to even large enterprises who started on a Free Trial.

Salesforce to MailChimp

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How Does Salesforce to MailChimp SyncApps Work

Setup is super simple

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Major Features

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Sync accounts (even Person Accounts), contacts, leads to MailChimp Lists and Groups.

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MailChimp Contact Rating seamlessly integrated back to CRM records.

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Salesforce always takes higher precedence over MailChimp. Any CRM record changes in Salesforce will always be synced to MailChimp.

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Connect multiple CRM instances to multiple MailChimp Accounts.

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Easily select which Salesforce.com Object Type to be created when there is a new subscriber in MailChimp.

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Quickly select specific Cazoomi Marketing List or Salesforce Campaign Record Types to sync to MailChimp List/Groups.

How it Works!

1

Enter your Sync Profile name.  The Sync Profile name is just a description for you to remember the Sync Profile that you will create.

Enter your Sync Profile name
Enter Salesforce credentials
2

Next, enter Salesforce credentials.  Grab your Salesforce credentials and if you have questions, please hover over any SyncNotes tool tip to get more information.

3

To obtain your API key, hover over the SyncNotes for more information.  Then, go to your MailChimp account, and select “Extras” then copy the API code.

Enter Constant Contact credentials
Add-Ons
4

And after that, you may select some Add-Ons.  The SyncApps Add-Ons screen allows you to select those you want and more for each app you connect.

5

Next is Field Mapping.  Field Mapping from you chosen App 1 and app 2 allows you to update existing records or new records with ease.

Next is Field Mapping.
Filter and Segmentation
6

Then, Filter and Segmentation.  Filtering takes CRM records, filters, based on specified criteria and syncs the records into your target application.

Segmentation sync records from each defined segment into separate lists.

7

And the last step is Sync Scheduling.  Sync Scheduling can be set up on paid plans. Sync On-Demand is available for all trials to allow quick testing of your apps' integration.

Sync Scheduling
Ideas and Answers to keep you up-to-date

IDEAS & ANSWERS TO KEEP YOU UP-TO-DATE.

Are you a start-up, non-profit, small business or Enterprise working with a Salesforce expert?

Learn more!

Sync Your Applications Today

Focus on your sales by seamlessly integrating your Cloud, On-Premise or Plug-in applications.

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Customer Support

Questions? Contact our 24/7 support team.

Touch base with the Cazoomi product team leads, share ideas, and get answers to your SyncApps questions.

Contact Us!