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Filtering Records Bidirectionally Using Specific Criteria


Want to set up automation in your CRM or eCommerce platform to send emails in your marketing automation solution when you create new leads or other criteria?

Well, you’ve definitely come to the right page!

Are you filtering from Mindbody, Dynamics 365, Salesforce, Highrise CRM, NetSuite, Zoho CRM, or others that are only syncing those CRM records that meet specific criteria?

If it happens that you are using Salesforce, test out this way on our trial using a subset of your database as shown here.

You can also filter specific records into CRM from your Marketing Automation solution, such as Mailchimp, Constant Contact, Klaviyo, ActiveCampaign, and others.

If you want to filter into your CRM, this feature is also available for use cases where what you want to happen is that any matching contact that opened or clicked, an active campaign within the last sync cycle (set to 24 hrs), would be updated in CRM with an entry in the Campaign Response field, or added to CRM if they aren’t.

Filtering is one of our most subscribed features which can be found in Step 5 of your Set Up.

Note: If you are using the Filtering & Segmentation feature and need to automatically remove records from your Marketing Automation solution once they no longer meet your criteria, please also use the Add-On for this feature, explained here. 


Please see below an example of how to filter records from Highrise CRM to Constant Contact.

Filtering settings are optional. If filtering criteria are specified, then only records that match any of the filter criteria (AND/OR) within a segment will be synced from Highrise to Constant Contact. Each segment will be synced to the Main List in Constant Contact.

Check it out in your SyncApps dashboard today!

In a more complex example for those who integrate with Mailchimp, below you could sync each Set Up to a separate Mailchimp Audience

The existing Lists in Mailchimp will be the Audience for each Set Up. In this example, each profile uses an existing List; no new List is created in Mailchimp.

Set Up 1

Checkbox A is checked

Mailchimp Audience: Existing List A

Set Up 2

Checkbox B is checked

Mailchimp Audience: Existing List B

Set Up 3

Checkbox C is checked

Mailchimp Audience: Existing List C

Set Up 4

Checkbox D is checked

Mailchimp Audience: Existing List D

Set Up 5

Checkbox E is checked

Mailchimp Audience: Existing List E

Important note: If on a Free Trial, the best practice is to place Leads or Contacts into a CRM Campaign, List View, Saved Search, or Marketing List, then use Filtering and then sync; after the syncing process, you can then see how it works.

If you're on a Free Trial, please note that we sync unlimited records to match your criteria. The best practice is to place some test Leads or Contacts into a CRM Campaign, List View, Saved Search, or Marketing List, then use Filtering. On the next sync, you can see how it works.

Filtering and Segmentation - removing from Lists or Groups

If you are using Salesforce Checkboxes and need to control removal from Lists or Groups via SyncApps Filtering & Segmentation, then using "Is Equal" can also pull Records from Salesforce. However, if this is unchecked in Salesforce, it won't remove the record from your Lists or Groups, so please use in your Filter "is True" - Checkbox Checked / "is False" Checkbox Unchecked criteria instead.

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