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Free Plan Records Flow

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Are you wondering how our Free Plan works for your integration? We've got a handy flowchart to help you understand how the Free Plan works.

Don't have a SyncApps account to grab our Free Plan? Sign up now to integrate the software you use daily!

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Our Free Plan includes:

SyncApps will only ask for your credit card details if you purchase our Add-Ons or our Services Packages. Once you're on our Free Plan, you can relax—let your Set it & Forget it integration do the rest.

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Let's take a look at the flowchart above as a visual example of how the records flow to your Marketing Automation Software and back to CRM/Financials/eCommerce.

Our Free Plan flow synchronizes records from CRM/Financials/eCommerce Software to your Marketing Automation Software.

For this flowchart, CRM/Financials/eCommerce is Software A, and Marketing Automation is Software B.

The selected Object/Module type is what SyncApps will be syncing.

If you have selected "Contacts", only the Contact type of records will be synced to your Software B Master List/Audience. If wanting to sync "Leads", you'll need to set up another Sync Profile. This is because you can select 1 Object Type only per Sync Profile.

There are options to purchase an additional 2 Sync Profiles OR upgrade to one of our paid plans to get more Sync Profiles and features.

For our use-case, we'll use "Contacts" as the Object/Module Type.

Flow: Software A to Software B

john@xyzdomain.com, which is under your Contacts in Software A, together with the basic fields such as Email Address, First Name, Last Name, and Phone Number, will be synced to Software B's specified Master List/Audience in Step 2 of the Sync Profile if the record doesn't exist at the time of syncing.

SyncApps uses the standard Email address, so if a record doesn't contain one, SyncApps will ignore that record and it will not be synced to Software B.

Limitations: SyncApps will only sync the records INSIDE the Contacts tab. If the record is in a CRM Campaign(s), Tearsheet(s), or another segmentation type, you'll need to purchase our List Sync Add-On. Also, additional Field Mapping is only available in our Paid Plans. 

Flow: Software B to Software A

Both new record(s) and existing ones that belong to your Master List/Audience will be synced to Software A.

If you have a pre-existing record(s) in your Software B's Master List/Audience, SyncApps will sync them to Software A by default. However, if you would like to have field mapping from existing records in Software B update Software A, you'll need to make sure to have the Add-On for Field Mapping.

If you encounter any issues just shoot out 24/7 Support Team.

Case: Can a new record from a Web form/Sign-Up form be created as a new record in Software A with Free Plan?

Absolutely! 

You just need to land your Webform/Sign-Up form in the Master List/Audience specified in Step 2 of the Sync Profile, so that whenever a new record fills up the form, it'll land to the specified Master List/Audience. Then, when the scheduled sync runs, it will be created as a new record in Software A.

See our article here for more information.

Have a unique integration requirement that will fit under the Free Plan? Hit us up today!

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