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Select the Software you use to get started and name the profile. This is just a description for you to remember the Sync Profile that you created. A Sync Profile is just a term meaning your integration.
After entering your software credentials if you have questions while on any step in your Sync Profile please hover over any SyncNotes to get detailed information on that specific integration service or related item.
Additional field mapping is optional. Basic Contact fields such as Email Address, Name, Title, Address, Company Name are already premapped for you. You can also enable static text mapping capability to sync back fields from landing pages to your software.
Field mapping from your chosen software 1 & software 2 allows you to update existing records or new records with ease. Be sure that after adding new field mapping to press Reset Sync Process from your Sync Profile page so all your data will be re-synced with the new field mappings.
Filtering takes your CRM, eCommerce or other records, filters based on the specified criteria and syncs the records into your target software. Filter your unlimited records bidirectionally from either software you are using today.
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 Trial or, if on a paid plan, from the Add-Ons page!
Sync Scheduling can be set up on your 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 this set schedule you choose. If wanting to sync your Campaign metrics in realtime then head to Step 6 for this option.
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