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Setting up multiple automations is super simple. First, select the software you use to get started and name the automation.
After connecting your software, choose the workflow automations that match your use cases and integration requirements. In each Step, let our smart integration suggestions based on your chosen use case, lead you to each prebuilt automation your business needs today.
That's it! Now, you'll be able to move through the next few Steps to select more workflows your business might need.
The Full Sync feature will power up your sales and marketing workflows by automating the process of removing records from your marketing software when your CRM records no longer match your syncing criteria.
The Full Sync can be scheduled to run Daily, Weekly, Monthly or done manually per integration.
True up your CRM and Marketing solutions efficiently.
Basic fields such as Email Address, Name, Title, Address, Company Name, Phone Number, and Email Opt Out fields are already pre-mapped. Additional custom field mapping, field expression mapping, and overriding of fields like Email Address or Unsubscribe are available under "More Options".
Bidirectional updates of existing records or new records is easy to do in this step. 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.
Filtering takes your records and filters them based on your chosen criteria.
Segmentation creates Tags, Groups or Lists automatically based on your filtering criteria. The use of Field Expression Mapping is supported. See some cool Filtering and Segmentation use cases here.
Sync Scheduling can be set up to completely automate 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 scheduling for this option.
TalentLMS has partnered with Cazoomi to deliver a new way to sync Salesforce for optimal LMS synchronization!
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SALESFORCE MARKETING INTEGRATIONS: How to drive real-time marketing alignment inside Salesforce. A comprehensive, hands-on guide for beginners and experts alike.
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