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Updating An Email Address In Salesforce

By default, SyncApps will update the record for you when it is changed in Salesforce. 

Since most marketing departments' requirement is just to update the email address, retaining the historical email marketing data in Constant Contact, Mailchimp, or others, this is the standard functionality of the SyncApps platform. 

However, if your marketing team wants to just delete the record and create a new one, then just select this option from your integration Steps to override the default behavior of SyncApps.

Note: If the Salesforce record does not exist in your marketing automation platform at the time of syncing, this will create a new record in your marketing automation platform.
 

Here is a good example of using this SyncApps feature:

Let's say you have joined my email list, and later, you call me to inform me that you no longer wish to receive emails from us.

In response, I unsubscribe your email address from Constant Contact.

Now, after a year, you have a new job and want to receive emails from us again, but with a new email address. When I update Salesforce, should I uncheck the unsubscribe box and update the email address?

In this case, yes, it would then update the record from Salesforce back to Constant Contact by syncing any fields mapped in the integration.

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. 

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