Filtering - sync records bidirectionally with specific criteria

Filter from Dynamics CRM, Salesforce, Highrise CRM, NetSuite, Zoho CRM and others only syncing those CRM records who meet specific criteria. 
 
Also, filter specific records into CRM from your Marketing Automation solution like MailChimp, Constant Constant Contact, Pardot, Salesforce Marketing Cloud, Delivra and others.

If wanting to filter to your CRM this feature is also available for uses 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 are not already there.

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

EXAMPLE:

Filter records from Highrise CRM to Constant Contact example below.

Filtering settings are optional.

If filtering criteria is specified then only records which 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 Master List in Constant Contact.

Check it out today in your SyncApps dashboard today. 

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In a more complex example below you could sync each Sync Profile to a separate MailChimp Master List for segmentation.

The existing Lists in MailChimp will be the Master List for each Sync Profile. In this example each profile uses an existing List, no new list is created in MailChimp:

Sync Profile 1, Filter: Checkbox A is checked, MailChimp Master List: Existing List A

Sync Profile 2, Filter: Checkbox B is checked, MailChimp Master List: Existing List B
 
Sync Profile 3, Filter: Checkbox C is checked, MailChimp Master List: Existing List C
 
Sync Profile 4, Filter: Checkbox D is checked, MailChimp Master List: Existing List D
 
Sync Profile 5, Filter: Checkbox E is checked, MailChimp Master List: Existing List E

Filtering will only filter records to be synced from CRM.
 
If on a Trial remember that we can only sync 100 records if they match your criteria so best practice is to place people in a Campaign, Saved Search or Marketing List then use Filtering, sync then you can see how it works.

Once testing is completed next remove the Campaign/Saved Search/Marketing List checkbox in Step 1 and then keep the Filter on a paid plan which then does look at all records and Filters based on your criteria.

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