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Setting up multiple automations is super simple. First, select the software you use to get started and name the automation. This is just a description for you to remember when you want to edit your integration later on.
After connecting your software, choose the features that match your use cases and integration requirements.
That's it! Now, set up another automation flow that will save your business time.
The Full Sync Add-On will power up your automation by automating the process of removing records from your other software being synced that no longer match your criteria in your automation. It works on all CRM and eCommerce platforms in our trials and plans.
The Full Sync can be scheduled in Step 3 to Manual, Daily, Weekly or Monthly. Set the time it runs in Step 6.
It allows you to keep your systems trued up with ease.
Basic fields such as Email Address, Name, Title, Address, Company Name and Email Opt Out fields are already pre-mapped. Additional custom field mapping, expression mapping, and overriding of fields like Email Address or Unsubscribe are available.
Bidirectional updates of existing records or new records is set up in Step 4. Be sure to press Reset Sync Process after adding new field mapping so all your data will be re-synced with the new field mappings.
Trying to automate your reports in CRM or eCommerce system then this is a great place to start. Filtering takes your records and filters them based on specified criteria you choose. Your records can be synced bidirectionally using filtering from/to your software.
Segmentation syncs records from each defined segment into separate Lists, Groups, or Tags. Use of expression mapping is supported.
Sync Scheduling can be set up in Step 6 and automates your integration so you do not have to run it manually. Sync On-Demand is available to allow quick testing of your software's integration or to make it so you can manually run your automation.
Set the time it runs, day of the week or any schedule you choose. If you want to sync your marketing metrics in real time, then head to Step 6 for this option.
Empower your organization with our Unlimited Team Members feature so your team can manage your data integration or migration with ease!
Take your organization to the next level and keep everyone on the same page!
Freshdesk and Cazoomi deliver a new way to sync NetSuite for optimal targeted Ad marketing!
Give your small business an edge with Freshdesk.
Try SyncApps for free and let us know what you think.
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Integration built to fit right into your business flow. You can customize, scale up or scale down anytime. Start automating and forget manual data work.
A Solution You Can Rely on
SyncApps has been in business for more than 12+ years. You can continue to rely on our dedication to innovation and our pledge to help you thrive!
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All your data is secure with SyncApps. Our constantly reviewed and upgraded security policies are created to give you peace of mind. GDPR, CCPA, CASL and privacy policy-friendly, too!
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Whenever you need us, an integration expert is available to help you. Our support department is available 24/7.
