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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!

Check out this video on How Filtering and Segmentation Works:

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.

Also, filtering specific records into CRM from your Marketing Automation solution like Mailchimp, Constant Contact, Pardot, Salesforce Marketing Cloud, Delivra, Klaviyo, Drip, 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 using the Filtering & Segmentation feature and need to automatically remove records from your Marketing Automation solution once the records do not meet your criteria any longer please also use the Add-On for this feature explained here. 

EXAMPLES:

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 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 so 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, and on the next sync, you can see how it works.

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.

FAQs

Check out these Help Desk articles for answers to frequently asked questions. 

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