Follow along as we build things that will hopefully make your life easier.
Add Salesforce Persons Accounts To A Campaign
Using SyncApps to Mailchimp, Constant Contact, and others, you can add Person Accounts to a campaign from a list view of contacts in Salesforce. Since Person Accounts can have a Campaign History related list, this will allow you to now track their involvement in campaigns. Cool right?
Campaign Open Rate and Click Rate
Enhance your sales and marketing with insightful, premapped CRM Open Rate and Click Rate in Field Mapping. Sales and marketing will love these insightful metrics for each email, allowing them to assess effectiveness and provide vital insights to enhance future campaigns.
Data Migration
Data migration is the hidden hard part of getting your CRM and Marketing systems in sync. SyncApps has an easy solution: pick a base date for when you want to migrate the data and let the platform do the rest. Let us know how it works for your project.
Automation Flow Summary
Our new Summary Set Up does all the work for you, saving you time and boosting productivity. It highlights all the key details of your automation flow, so you don’t have to look at each step. It can be sent to each team member as well via email.
Salesforce Person Accounts Segmentation
Let's face it: Salesforce Person Accounts are not that easy to integrate. Lately, we have designed a new way to segment your Person Accounts from Salesforce to Mailchimp and other marketing systems.
Campaign ID mapping from Marketing Automation Solutions to Salesforce
"Campaign ID" enables you to link up and gain insights into tracking and measuring the performance of individual marketing campaigns. Give it a try! Define your overall campaign to achieve your advertising goals!
Set Up Summary
Is reviewing each step of your integration time consuming? We’ve got you covered! Our new glance summary tool offers a quick yet comprehensive overview of your automation process, highlighting the main goals and key steps to save your team time on integrations.
Field Mapping
Smarter campaigns start with Field Mapping: effortlessly map Salesforce fields to Mailchimp Merge Tags, segment like a pro, and enable bidirectional updates to turn every sync into a lead-generating powerhouse. SyncApps gives your marketing team the ability to pull from Salesforce and sync back via Webhooks in real time.
Filter and Segmentation
Our new feature lets marketers tag CRM records with specific fields to create Mailchimp Tags for targeted marketing. Removing tags is simple using filtering and segmentation, just point and click for any workflow.
Custom Email Opt-Out
Sometimes you just need to use a custom unsubscribe field in your Salesforce projects. To manage unsubscribes bidirectionally between Mailchimp and Salesforce, just override the default Unsubscribe field in Mailchimp. Next, map, in SyncApps, the Unsubscribe field to a custom opt-out field that you have created in Salesforce. Easy, so try it out today in your integration project.
Scheduling record removal
Bidirectional record segmentation is a crucial feature of the SyncApps platform. We have tightened the schedule for you to have more control. Now you can remove records in real-time. Give it a try!
Tailored Data Analysis
We recently developed a detailed reporting area for all your account's updated and processed records over the past 30 days. Like it?
Recover Abandoned Shopping Carts in NetSuite
Run a drip marketing campaign to reconnect with customers who left items in their NetSuite shopping carts! See how to do this today.
Salesforce Checkbox Field Segmentation to Mailchimp Tags
Over the years, we've thrown in a bunch of cool new stuff. So, syncing records from Salesforce to Mailchimp Tags with Checkbox fields? That's a neat trick to step up your email game. Check it out and see how it can jazz up your target marketing!
Facebook Lead Ads to Salesforce
Enhance lead flows to assist sales teams in maximizing their time, enabling them to secure more deals swiftly through the integration of Facebook Lead Ads data with Salesforce.
Do not create a new record if the email address already exists in the Salesforce record
We have implemented the ability to verify additional email fields on the Salesforce record, leads or contacts, prior to creating a new record from Mailchimp. We think you'll love it.
Salesforce Integration User License
Enhance your Salesforce operational control and traceability with Salesforce SyncApps, cutting costs and boosting auditability in integrations, utilizing Salesforce Integration User Licenses.
Salesforce Opportunities
Our latest feature will assist you in monitoring your leads' stage, deal size, and communicating more effectively with them using Mailchimp, Constant Contact, and other platforms. Rather than transferring opportunity data between Salesforce manually, you can now automate this process.
Preventing Duplicates in Salesforce With SyncApps
Prevent duplicates in Salesforce coming from Mailchimp, Constant Contact, and others by checking each individual email on the record before creating a record or syncing back marketing metrics to that specific record.
Retrieving Opens, Clicks and Bounces
Better align marketing and sales from your Campaigns by tracking Opens, Clicks, and Bounces back to Salesforce.
Pausing Your Integrations
Ever wanted to just pause your integration while you ask a team member about a setting? Now you can with our Pause feature. Try it out.
Utilizing Mailchimp’s Geolocation Within Salesforce
Gain insights into your Mailchimp subscriber's geolocation to better understand how they utilize your product, service, or engagements. Map this Mailchimp Field now to Salesforce and see how it works!
Track Total Records Unsubscribed From Each Campaign
Track the total number of unsubscribed records for each marketing campaign to gain deeper insights into your subscribers.
Boost your sales and increase conversions by effectively converting your abandoned carts
Capturing data from abandoned carts in your marketing automation solution presents an opportunity to re-engage customers. Discover how this process benefits NetSuite eCommerce and Mailchimp users today.
Salesforce formula fields in field mapping of SyncApps used right along with standard fields
Using Formula fields in Salesforce allows for the calculation and display of values based on other fields or values. Check out how SyncApps works with them today.
Clean up your marketing data with Full Sync
Now, it is easier to remove records that no longer meet your segmentation criteria in Salesforce or NetSuite from your marketing system.
Unarchive Mailchimp records based on Segmentation
Unarchive records in Mailchimp based on Salesforce Segmentation rules to completely automate the Salesforce to Mailchimp integration loop.
Validating emails in the Salesforce Nonprofit Success Pack (NPSP)
Keep your Salesforce NPSP free of duplicate entries from Mailchimp, ActiveCampaign, Constant Contact and others.
Open Rate and Click Rate from Mailchimp
Introducing our latest feature for Salesforce - Mailchimp tracking. This feature allows you to monitor Open and Click Rate, providing valuable insights into your subscribers' interaction with your subject lines and campaign content.
Field Mapping Arrow Guidance
A cool new feature in Field Mapping to help guide you on which way you are mapping new fields since not all fields are bidirectional.
Invoice History
Get the last 2 years of invoices straight from your SyncApps dashboard. Easier now to get those receipts for your accounting team or CPA.
Webhooks
No one wants to be guessing when Mailchimp, HubSpot, and ActiveCampaign Webhooks data has landed in your CRM. Webhooks to the rescue.
Migrating Records
Chose the integration start date for your next project. Migrating records the way you want just got easier.
Changing Integration Name
Editing your integration name in SyncApps can be tedious. Try out the quick action integration name editing feature. We think you’ll like it.
Resubscribe
Managing relationships with your constituents is hard enough. Managing resubscribes is even harder. Improve your efficiency of donations with our new resubscribe feature.
Filtering Duplicates
Have duplicate email addresses in Salesforce? Filter them today when syncing from Salesforce to your favorite marketing automation solution.
Streamlined reports
Reporting now tracks processed, updated, opted-out, bounced, filtered, and more in simplified new reports layout.
