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Free Plan Records Flow

Our Free plan covers all the bases replacing manual import/export tasks for moving data from one software to another. 

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Our Free Plan includes:

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

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 Marketing Automation's Main List/Audience. If wanting to sync "Leads", you'll need to set up another Set Up. This is because you can select 1 Object Type only per Set Up.

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

Please note that the "More Options" features are not available on the Free Plan. "More Options" features are only available to the Paid Plans.

Flow: CRM, Financials, eCommerce Software

john@xyzdomain.com, which is under your Contacts in CRM/Financials/eCommerce Software, together with the basic fields such as Email Address, First Name, Last Name, and Phone Number, will be synced to Marketing Automation's specified Main List/Audience in Step 2 of the Set Up 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 your Marketing Automation Software.

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. 

See how Add-Ons work on your Free Plan to cover any use case.

Flow: Marketing Automation Software to CRM, Financials, eCommerce Software

Both new record(s) and existing ones that belong to your Main List/Audience will be synced to your CRM, Financials, eCommerce Software.

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

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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