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Automate Marketing Metrics Into Salesforce

 

SyncApps can help your large, medium, or small organization grow. Syncing back your Marketing Metrics to Salesforce helps Sales, Marketing, and Operations make data-driven decisions in real-time without the need for IT or other system administrator's help gathering data.

Here are a few Help Center Articles that will help you have an idea of how Salesforce to Marketing Automation works:

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Flow: Marketing Automation to Salesforce

Running the Marketing Campaign

Now that the records have successfully landed in your Marketing Automation's Main List or Audience, the next step is to create and run your Marketing Automation Campaign. Ensure that you select the appropriate Email List(s) or Group(s) created from the Salesforce CRM Campaign(s) as the recipients of the campaign.

Post-Campaign Process: Syncing and Reporting

Once the campaign is complete, SyncApps will automatically sync the data. Upon the next sync, a new Salesforce CRM Campaign will be created, along with detailed Marketing Automation Campaign Response metrics, including Opens, Clicks, Bounces, URLs Clicked, and more. This allows you to track and analyze the performance of your campaign seamlessly.

Scenario: Some "Built-In" Salesforce Apps don't have a Campaign Object

Some Salesforce orgs might not have a Campaign Object like Apto, Ascendix, and so on. In this case, as an alternative, you can use "Create Activity" or "Create Contact or Lead Notes." For "Create Contact or Lead Notes," be sure to add the "Notes and Attachments" to your Contact or Leads page layout under Related Lists. 

Need some help?

Check out the options below on contacting our support team and finding 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.

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