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How Consultants, Agencies and Subscribers use CRM Checkbox Field Mapping

See how the Checkbox Field Mapping feature works to save tons of time importing and exporting between your CRM and Marketing Automation solutions.

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; 

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Available for use with the following Software:

  • Salesforce
  • Dynamics 365
  • Zoho CRM
  • NetSuite

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.

Get Started | Login Issues | Pricing

Check out our subscriber's story here on how SyncApps helped them save 100s of hours per year!

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