Connect the Software that runs your Business

Create Sync Profile

Select the Software you use to get started as this also will also include any Sync Add-Ons, field mapping or filters.

Next

Create Sync Profile

Select the Software you use to get started as this also will also include any Sync Add-Ons, field mapping or filters.

Next

Enter Profile Name

The Sync Profile name is just a description for you to remember the Sync Profile that you will create now.

Next
Enter Profile Name

Enter Profile Name

The Sync Profile name is just a description for you to remember the Sync Profile that you will create now.

Next

Enter Salesforce Credentials

Grab your Salesforce credentials and if you have questions, please hover over any SyncNotes tool tip to get more information.

Next
Step 1

Enter Salesforce Credentials

Grab your Salesforce credentials and if you have questions, please hover over any SyncNotes tool tip to get more information.

Next

Enter Constant Contact Credentials

Connecting to Constant Contact is super simple. Press the button to log into your account to validate the Sync Profile.

Next

Ready to get started?

See how SyncApps can help you manage your customer data in a whole new way.

REQUEST A LIVE DEMO CLOSE
Step 2

Enter Constant Contact Credentials

Connecting to Constant Contact is super simple. Press the button to log into your account to validate the Sync Profile.

Next

Ready to get started?

See how SyncApps can help you manage your customer data in a whole new way.

REQUEST A LIVE DEMO

Sync Add-Ons

The Add-Ons screen allows you to select those you want and more for each software you connect. Press the Add-Ons you would like to configure and Press Next.

Next
Step 3

Sync Add-Ons

The Add-Ons screen allows you to select those you want and more for each software you connect. Press the Add-Ons you would like to configure and Press Next.

Next

Field Mapping

Additional field mapping is optional. Basic Contact fields such as Email Address, Name, Title, Address, Company Name are already premapped for you. You can also enable static text mapping capability to sync back fields from landing pages to your software.

Next
Step 4

Field Mapping

Additional field mapping is optional. Basic Contact fields such as Email Address, Name, Title, Address, Company Name are already premapped for you. You can also enable static text mapping capability to sync back fields from landing pages to your software.

Next

Filter & Segmentation

Filtering takes your CRM, eCommerce or other records, filters based on the specified criteria and syncs the records into your target software.

Segmentation syncs records from each defined segment into separate Lists, Groups, or Tags.

Next
Step 5

Filter & Segmentation

Filtering takes your CRM, eCommerce or other records, filters based on the specified criteria and syncs the records into your target software.

Segmentation syncs records from each defined segment into separate Lists, Groups, or Tags.

Next

Sync Scheduling

Sync Scheduling can be set up on your trial and on paid plans. Sync On-Demand is available too on all trials to allow quick testing of your software's integration. On paid plans Data and List sync occurs within this set schedule you choose. If wanting to sync your Campaign metrics in realtime then head to Step 6 for this option.

Next
Step 6

Sync Scheduling

Sync Scheduling can be set up on your trial and on paid plans. Sync On-Demand is available too on all trials to allow quick testing of your software's integration. On paid plans Data and List sync occurs within this set schedule you choose. If wanting to sync your Campaign metrics in realtime then head to Step 6 for this option.

Next

Sync Now

Press the "Sync Now" button from your Sync Profile screen to sync your data immediately.

Finish
Sync Now

Sync Now

Press the "Sync Now" button from your Sync Profile screen to sync your data immediately.

Finish