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How can I generate Leads from my Marketing Automation software back to my CRM / Financials software?

Need to generate Leads from your Marketing Automation Software and sync them as new records in your CRM / Financial software?

No problem as it's super easy! 

We support software such as Salesforce, Zoho CRM, Dynamics 365, NetSuite, Highrise, Bullhorn, SugarCRM connected to Constant Contact, Mailchimp, Infusionsoft, Klaviyo, Act-On, and more.

First is just to make sure that your Sign up forms in your Marketing Automation software should land in the Main List/ Main Audience as best practice.

Next is the "New Subscriber Object type to sync", select "Create a Lead" in Step 1 of the Sync Profile so that whenever new records will land to your specified Main List / Main Audience in Step 2 of the Sync Profile, they will be created as new records in your CRM / Financials software. Where to find them? They will be synced in your CRM / Financials Leads database. 

Some of our SyncApps integration software does not have the "New Subscriber Object type to Sync", in this case just be sure to select the Object type to sync or Entity type in Step 1 is Leads so that SyncApps will automatically create them as a Lead in your CRM / Financials software.

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What if they already exist in CRM / Financials software?

SyncApps uses the standard email address field for a unique data identifier and does not allow duplicate from happening so when the Sync runs, SyncApps marries that record to the existing one instead of recreating a new one.

 

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