Hi there! Did you know that Salesforce integration is one of the top setup integrations each week? Understanding the basic flow of the records for this integration is super simple.
Let's take a look!
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 Main List/Master List/Audience.
If wanting to sync Leads, you'll need to set up another Sync Profile as you are only allowed to select 1 Object Type per Sync Profile. ( For Free Plan, options are to purchase our Additional 2 Sync Profiles OR upgrade to one of our paid plans to grab more Sync Profiles + features)
For this use case, we'll use "Contacts" as the Object/Module Type.
Flow: Salesforce CRM to Marketing Automation
email@example.com, which is under your Contacts in Salesforce CRM, 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/Master List/Audience in Step 2 of the Sync Profile, if the record does not exist at the time of syncing.
SyncApps uses the standard email address, so if a record does not contain one, SyncApps will ignore that record and will not be synced to your Marketing Automation Software.
Flow: Marketing Automation to Salesforce CRM
Both new record(s) and existing ones that belong to your Main List/Master List/Audience will be synced to Salesforce CRM.
If you have pre-existing record(s) in your Marketing Automation's Main List/Master List/Audience, SyncApps will sync them to Salesforce CRM by default. However, if you would like to have field mapping from existing records in Marketing Automation to update Salesforce, you will need to make sure to have the Field Mapping enabled and set the mapping of the fields.
Be sure to check out our subscriber's story here on how SyncApps helped them save 100s of hours per year integrating Salesforce and Constant Contact.
If you encounter any issues just shoot a note to our 24/7 Support Team.