Sync Campaign(s) or Marketing List(s) from CRM to your Marketing Automation List/Group

In the below example a subscriber has selected to setup the integration for Constant Contact for Salesforce.

Based on their requirements to sync only certain Campaigns in Salesforce to Constant Contact they have selected in Step 1 of the Sync Profile this feature for Marketing List mode.

If you have this same requirement then please just select the checkbox "Sync Campaign/List Members to Constant Contact List" then press the "Select Specific Campaigns To Sync".

Selected Specific Campaigns from CRM will then Sync to the Master List that is assigned in Step 2 of your Sync Profile and create its own List (if Constant Contact) or a Group (if MailChimp).  If no Campaign is selected then all active Campaigns will be synced to your Marketing Automation solution.

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Based on another subscriber's requirements to sync only certain Marketing List(s) in Salesforce to Constant Contact they have selected in Step 1 of the Sync Profile this feature for the Marketing List mode.

If you have this same requirement then please just select the checkbox "Sync Campaign/List Members to Constant Contact List" and next for the Marketing List mode select "Use Cazoomi's Marketing List package" then press "Select Specific Marketing Lists To Sync".

Selected Specific Marketing Lists from CRM will then Sync to the Master List that is assigned in Step 2 of your Sync Profile and create its own List (if Constant Contact) or a Group (if MailChimp).  If noMarketing List(s) is selected then all active Marketing List(s) will be synced to your Marketing Automation solution.

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Syncing to MailChimp Group

Subscriber:

In the example below, you'll see the two MailChimp Groups named the same. Can the integration sync with an existing MailChimp Group, or does it only sync to a new Group. Ideally, we'd like to sync to the original Group.

Cazoomi:

Yes, this works like a charm.  Just be sure that the Zoho CRM Campaign or List View (recent enhancement we have rolled out in SyncApps) matches the Group Name 100%.  Be sure the Group Title is the one you want to create/match to the Group under it.

Zoho CRM Specific List Views integrated to your Marketing Automation Software

 

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