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. 

save image
 
save image
 
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 Free Trial please note that we only sync 100 records if they match your criteria so best practice is to place Leads or Contacts into a CRM Campaign, Saved Search or Marketing List then use Filtering, and next sync, then you can see how it works.
 
Use case below:

After enabling Filtering and Segmentation as shown below the Sync Details are showing after a sync:

12 Dec 2017 13:01:41 DEBUG First filter criteria: ((hasProperty("fields", map containing [OwnerName->a string containing "Justin"])) or (hasProperty("fields", map containing [OwnerName->a string containing "Kyle"])) or (hasProperty("fields", map containing [OwnerName->a string containing "Erika"])))
12 Dec 2017 13:01:41 DEBUG Segmentation criteria: {Kyle=(hasProperty("fields", map containing [OwnerName->a string containing "Kyle"])), Justin=(hasProperty("fields", map containing [OwnerName->a string containing "Justin"])), Erika=(hasProperty("fields", map containing [OwnerName->a string containing "Erika"]))}

However, during our Free Trial, only the first 100 records and 1 Campaign will be synced.

In this case, no records have matched the filtering criteria in the first 100 records that we have come across in the trial which looks at the first 100 records in your CRM which might not contain the filter criteria:

To rectify this issue a Campaign in Salesforce to test out the Filtering feature is needed.

12 Dec 2017 13:01:43 DEBUG Not matched record: Contact [id=0036100001IAQKIAA5, 
12 Dec 2017 13:01:43 DEBUG Not matched record: Contact [id=0036100001IAQKKAA5

To test out this feature is super simple by just setting up a Salesforce Campaign, select it in Step 1 of your Sync Profile, then using it with 100 records to test your Filter against in Step 5.

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.

Have more questions? Submit a request

Comments