By default, records from your system of record take precedence over the second-party software you are connecting to in SyncApps.
- CRM always takes higher precedence over your Marketing Automation software. Any CRM record changes will always be synced to your Marketing Automation software.
- Data is synced from your Marketing Automation software only if the email address doesn't exist in CRM at the time of syncing or in the case of Mailchimp webhooks if you are using the Mailchimp Update Profile Form to update existing records with fields updates from Mailchimp. (Field Mapping required)
For Contact sync by default, SyncApps always tries to map the following fields if available with data in CRM:
- Email Address
- Job title (Title)
- First Name
- Middle Name
- Last Name
- Company Name (Account name)
- Work Phone (Phone, Phone 1, main phone)
- Home Phone
- Mobile Phone
- Fax
- Street Address
- City
- State (Province)
- Country
- Postal Code (Zip code)
- Salutation
Need Some Help with a Human Touch?
Check out the options below for contacting our support team and finding the answers you need to help you with your SyncApps integrations.
Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled
FAQs
Check out these Help Desk articles for answers to frequently asked questions.
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