Cloudy’s Favorite Apps: SyncApps by Cazoomi
So your Salesforce org is up and running, and you are starting to think about how to connect it to other systems.
If you are like many others, Email Integration is at the top of your list. Email integration can be a big slippery subject, as there are many possible requirements, and just as many possible solutions!
Recently, Cloudy discovered a solution that is both robust AND user friendly: SyncApps by Cazoomi offers an “integration framework”, capable of connecting Salesforce with many common Email platforms (among other things).
Let’s see how SyncApps by Cazoomi is able to connect Salesforce with one popular Email Marketing tool, MailChimp.*
To get started, sign up for a free trial SyncApps account and create a “Sync Profile” for your Salesforce-MailChimp connection.
- The setup wizard walks you through the process, where you will enter your login credentials for both platforms, and select the sync options you prefer from a list of check boxes.
- The wizard also allows you to specify which Salesforce object to sync your lists with: Campaigns, or a new custom object called “Marketing Lists”. Cloudy likes the custom object; it’s nice and simple, and keeps your Salesforce campaigns less confused.
- If you choose to sync MailChimp email responses as well as lists, these will sync to Salesforce Campaigns. Each MailChimp email you send to a synced list creates a new Salesforce Campaign, with the current list members as Campaign Members, logging opens, clicks, and bounces on the Campaign Member record. The Campaign will display summary totals of opens, clicks, and bounces for that email.
- When you look at a Contact record in Salesforce, you will see which MailChimp groups they belong to (in the “Marketing Lists” related list, if you use it) and the details of their interactions with each individual email in the Campaign History related list.
Here are screen shots of an example setup, and a chart that explains how the sync will work:
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Action:
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Sync result
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Salesforce side
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NEW Contact is added to Salesforce with NO email address, and is not added to a Marketing List.
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Nothing
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NEW Contact is added to Salesforce WITH email address, but is not added to any Marketing List
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Nothing
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NEW Contact is added to Salesforce with NO email address and IS added to a Marketing List
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Nothing
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NEW Contact is added to Salesforce WITH email address, and IS added to a Marketing List
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Contact will be added to MailChimp Master List and added to the matching SyncApps Groups
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Existing Contact Name is updated in Salesforce
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FN and LN will be updated in MailChimp Contact with matching email address
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Existing Contact Email is updated in Salesforce (and this contact is on at least one Marketing List)
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A new contact will be created in MailChimp!
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Existing Contact has “Email Opt-Out” Checked in Salesforce
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Contact will be opted out in MailChimp too.
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Contact is DELETED
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Email address is deleted in MailChimp (**If this option is selected in sync settings**)
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MailChimp Side
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Existing Contact Email is updated in MailChimp
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The matching contact in Salesforce will be updated as well.
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Existing Contact Name is updated in Mailchimp
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If the “MailChimp Update Form” was used, the update will push to Salesforce. Otherwise, the change in MailChimp will be overwritten by data in Salesforce.
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NEW Contact is added to MailChimp but is not added to a SyncApps Group
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New Contact is created in Salesforce
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NEW Contact is added to MailChimp and IS added to a SyncApps Group
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New Contact is created in Salesforce and is added to a Marketing List
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Existing Contact Unsubscribes from all lists thru MailChimp
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Salesforce Contact will be removed from all Marketing Lists and “Email Opt-out” is checked “true” (**if this option is checked in sync settings**)
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Existing Contact updates subscriptions thru MailChimp – ie. Unsubscribes from one group, and/or Subscribes to a different group
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Salesforce Contact will be removed and/or added to Marketing Lists, accordingly
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Subscriber is DELETED
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Contact will be removed from synced Marketing Lists
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CLICK HERE to read Part 2 – Cazoomi “Tips & Tricks”
If you would like Cloudy’s help implementing SyncApps by Cazoomi for your org, or evaluating other tools for your integration Contact Us!
*If you use MailChimp, you may have noticed they offer a free Salesforce integration. Cloudy does not really recommend using this sync, as it has some serious downsides and limitations: it does not sync opt-outs, it can only sync new subscribers as leads (not contacts), it creates copious amounts of records which can get you into a bind with data storage, and customer support is limited.
Read about more of Cloudy’s Favorite Apps:
With the rapid evolution of technology, Salesforce solutions are ever-changing and improving features. Contact our team for up-to-date information.
About the Author: Stephanie King
