Let's dive into understanding the basic flow of the Leads and Contacts integration for Salesforce.
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/Main Audience.
If wanting to sync Leads, you'll need to create another Set Up as you are only allowed to select 1 Object Type per Set Up. ( For Free Plan, options are to subscribe to the Additional 2 Set Ups OR upgrade to one of our paid plans to grab more Set Ups + 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/Main Audience in Step 2 of the Set Up, 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/Main Audience will be synced to Salesforce CRM.
If you have the pre-existing record(s) in your Marketing Automation's Main 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.
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