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Syncing Campaign Metrics From Your Marketing Automation Solution To CRM

Syncing existing Campaigns from your Marketing Automation software? 

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*The flowchart above is an example of how Constant Contact Marketing Metrics with Salesforce works.

Syncing existing Campaigns from your Marketing Automation software such as Constant Contact, Mailchimp, Act-On, Drip, Klaviyo, and others to existing CRM Campaigns is not supported

But one exception for this is Zoho CRM in which we can sync back the Marketing Automation Campaign to an existing Campaign in Zoho CRM.

For other support CRM or Financials SyncApps integrations, the way it works is simple.

You can send multiple Email Campaigns to one List in your Marketing Automation software so SyncApps create a tracking campaign to track all metrics. The Campaign created by anyone in CRM is just that, a Campaign that will create a List, Group, or Segment.

If using the Campaign a List feature in SyncApps then each Campaign needs to be created first in CRM to sync with your Marketing Automation software as Lists, Groups, or Segments.  After that, any email Campaign sent to these Lists, Groups, or Segments will create a CRM Campaign of the same name as the email and track all the Campaign metrics from your Marketing Automation Software back to the CRM Campaign.

Please also note that CRM record data is synced from your Marketing Automation software only if the email address doesn't exist in CRM at the time of syncing.  An exception to this rule is Mailchimp and others which use webhooks to update existing CRM record data.

Need some help?

Check out the options below on how you can contact our Support Team and find 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.

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