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How Consultants, Agencies and Subscribers use CRM Checkbox Field Mapping

Hey there, thanks for the visit!

Are you wondering how our Checkbox Field Mapping feature works?

Check out this detailed video below to get started.

Good news! We’ve provided a flowchart for you to help get your head around it in your requirements!

Checkbox Field Mapping feature lets you sync any CRM Checkbox Fields on your Lead or Contact records to your Marketing Automation List/Group/Segment.

See how it works with Zoho CRM here or Salesforce CRM here.

Keep your Lists/Groups/Segments and CRM records updated with this feature as every Checkbox is tied to one List/Group/Segment in your Marketing Automation.

Below shows a step by step flow of how SyncApps works integrating Salesforce and Mailchimp as an example; 

CRM_Checkboxes_for_Mailchimp__1_.png

Available for use with the following Software:

  • Salesforce
  • Dynamics 365
  • Zoho CRM
  • NetSuite

This Add-On is available at $9.99/month for your integration. See our pricing page.

Hope you find this helpful enough to get you going with your integration with SyncApps!

Let us know if you hit any snags by emailing us at support. We are ready 24/7 to answer your questions.

 

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