Answers - Quick Links

How do I sync Salesforce Person Accounts to Constant Contact lists?

Subscriber:

I found a thread in the Cazoomi Community which has the same question I do, but my sync app is Salesforce to Constant Contact. I can't Enable Additional Field Mappings - not all of them seem to be showing up. Please advise.

Cazoomi:

Thanks for the note and can you share the fields and what object they are on?

Subscriber:

In our Person Accounts, we have a field called Relationship with pick-list values. This is how we'd like to sort.

Cazoomi:

Thanks and I think the best approach is not field mapping as your SyncApps is pulling from Salesforce Person Accounts and in which you could select members based on the Relationship drop-down list using the Marketing List feature.

Salesforce.com Configuration 
Sync email marketing data: false 
Object type: Contact 
Unsubscribe opted-out Contact: true 
Sync campaigns/list: true 
Marketing list mode: List

Now that you have 1 Sync Profile using Marketing Lists feel free to set up individual Marketing Lists for each Person Account criteria for the drop-down list called Relationship.

Each Marketing List in Salesforce will auto-create the list in Constant Contact as well as populate those members into the Master List you have specified in SyncApps setup screen for Constant Contact.

Automatically remove a record from your Marketing Automation solution

Grab our Periodic Full Sync from your Add-Ons Subscription Tab inside SyncApps:

Yes, our Periodic Full Sync Add-On is applicable to CRMs as once you purchase the Add-on you can setup your full sync schedule and Contacts or Leads removal from CRM list(s) or tags will be removed from matched Constant Contact/MailChimp/VerticalResponse List during a full sync.

Get the periodic full sync feature today which will regularly true up your CRM to Marketing Automation Lists/Groups/Segments.

Enhancement use case also applicable for:

*Periodic Full Sync is available on Basic Plans and above, including our Free Trial!

Periodic Full Sync ($9.99/month)

The Periodic Full Sync Add-On is applicable to CRMs as once you purchase the Add-On you can setup your full sync schedule and Contacts or Leads removal from CRM list(s) or tags will be removed from matched Constant Contact List/MailChimp Group/VerticalResponse List during a full sync.

It will regularly true up your CRM to Marketing Automation Lists/Groups/Segments.

An example for Dynamics CRM record removal from any Marketing Automation solution using Marketing List feature: If the Marketing List(s) feature is selected then only records in each Marketing List(s) will sync. 

If you need to have SyncApps automatically remove records from your Marketing Automation solution when they are no longer a part of any synced CRM Marketing List then please also subscribe to our "Periodic Full Sync" Add-On subscription which is the only way to remove a CRM member from a synced external Constant Contact or VerticalResponse list or MailChimp Group.

Using Filtering and Segmentation with Periodic Full Sync?

MailChimp Limitations:

Periodic Full Sync Add-On will not remove a record from a MailChimp Group if it does not match the filter anymore. The Add-on will work if you enable segmentation feature on filtering. Each segment will be synced to a MailChimp Group.

Please note:  Our powerful Periodic Full Sync Add-On is needed to remove a record from a MailChimp Group if it does not match your Filter & Segmentation criteria.

*A customization is available if you would like SyncApps to remove from a MailChimp List or Group each time the Periodic Full Sync Add-On is run.  Please let our support@cazoomi.com team know and we will enable it in your account.

If you enable segmentation on filtering including using the Periodic Full Sync Add-On, if a contact or lead is no longer part of a segment, SyncApps will remove the contact from MailChimp Group (SyncApps does not remove the contact from MailChimp List yet if you are a NetSuite subscriber and needing to remove the record from a MailChimp List please let our support@cazoomi.com team know and we will enable it in your account.)

Full Sync Add-On for NetSuite to Act-On or our other marketing automation integrations?

Need to test our Full Sync Add-On for NetSuite to Act-On? See our guide/use case below to help you get an idea how to do it:

1. Create a NetSuite Saved Search named "Customization Test" and let’s say it has initially 5 entries. Create an Act-on Marketing List named "Customization_Test" and set the NetSuite Saved Search to sync with that Act-on List. After which, press Sync and all 5 expected entries will be synced in the Act-on list.

1_-_NetSuite_Saved_Search.jpg

 

2_-_Act-on_Saved_Search.jpg

2. Remove 1 entry in the NetSuite Saved Search and email our 24/7 support folks to enable the Full Sync customization for you if not already purchased from the Add-On tab inside your dashboard.

5_-_Removed_1_item_in_NetSuite_Saved_Search.jpg

Once the customization is enabled this will display Periodic Full Sync option (also available as an Add-On from your Dashboard in SyncApps).

4_-_Set_Periodic_Full_Sync_Add-on_to_manual.jpg

Note: Full Syncing will remove Records(s) from Act-On if the Record(s) is no longer a member of the NetSuite Saved Searches.

Supported CRM: All CRM’s that supports list sync.

Supported Marketing Automation solutions:

  • Constant Contact
  • MailChimp
  • Infusionsoft
  • Vertical Response

3. Press the Reset and Resync button and do the Sync again. The result will show that the customization really works as the Act-On List now has only 4 entries, a complete replica of the NetSuite Saved Search.

6_-_Act-on_content_after_full_sync.jpg

Experiencing issues or difficulties during testing? Reach our team at support@cazoomi.com for assistance and we’ll throw in a free $99.99 Sync Profile Setup Review today!

 

Storage Usage Issues on Salesforce?

Are you running into Storage issues on Salesforce?  Make sure you are on Marketing Lists Package Version 1.38 today!

To solve storage usage issues, update the installed Marketing List package in your org to version 1.38.

  • To check your installed current version, click menu Setup > Installed Packages.
  • If you see that it is not the newest 1.38, uninstall the package first so it will delete all data including cazoomi_Campaign_Member_History_c.
  • Install version 1.38. You can directly go here to install it. 

Note:  Be sure to check "Do not save a copy of this package's data after uninstall" option when uninstalling the package?

Please see screenshot below:

save image

If you didn't check that option you will need to wait 48 hours before Salesforce permanently removes the package data.

 

 

Filters - sync records to/from CRM with specific criteria
Filter from the likes of Dynamics CRM, Salesforce, Highrise CRM, NetSuite, Zoho CRM and others only syncing those who meet specific criteria. Also, filter to CRM if needed to your Marketing Automation solution.

If wanting to filter from Constant Contact or MailChimp to your CRM this feature is also available for uses cases where what you want to happen is that any matching contact in Constant Contact or MailChimp that, opened or clicked an active campaign within the last sync cycle (set to 24 hrs), would be updated in CRM with an entry in the Campaign Response field, or added to CRM if they are not already there.

Filter records from Highrise CRM to Constant Contact example below.

Filtering settings are optional.

If filtering criteria is specified then only records which match any of the filter criteria (AND/OR) within a segment will be synced from Highrise to Constant Contact. Each segment will be synced to the Master List in Constant Contact.

Check it out today in your SyncApps dashboard today. 

save image
 
save image
 
In a more complex example below you could sync each Sync Profile to a separate MailChimp Master List for segmentation.

The existing Lists in MailChimp will be the Master List for each Sync Profile. In this example each profile uses an existing List, no new list is created in MailChimp:

Sync Profile 1, Filter: Checkbox A is checked, MailChimp Master List: Existing List A

Sync Profile 2, Filter: Checkbox B is checked, MailChimp Master List: Existing List B
 
Sync Profile 3, Filter: Checkbox C is checked, MailChimp Master List: Existing List C
 
Sync Profile 4, Filter: Checkbox D is checked, MailChimp Master List: Existing List D
 
Sync Profile 5, Filter: Checkbox E is checked, MailChimp Master List: Existing List E

Filtering will only filter records to be synced from CRM.
 
If on a Trial remember that we can only sync 100 records if they match against your criteria so best practice is to place people in a Campaign, Saved Search or Marketing List then use Filtering, sync then you can see how it works.

Once testing is completed next remove the Campaign/Saved Search/Marketing List checkbox in Step 1 and then keep the Filter on a paid plan which then does look at all records and Filters based on your criteria.

Invalid Authentication Token (Error code: 4834) Generating your Zoho CRM API Authentication Token.
NOTE: Before generating your token please make sure that you have permission to access the API service. If you do not have permission, please contact your CRM administrator.

To generate the Auth Token you will need to open a browser and put the URL below in the browser address

URL Format

https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM/crmapi&DISPLAY_NAME=SyncApps

Sample Response

#
#Wed Feb 29 03:07:33 PST 2012
AUTHTOKEN=bad18eba1ff45jk7858b8ae88a77fa30
RESULT=TRUE

Note

  • You will need to login to your Zoho CRM before entering the above URL
  • Only use the alphanumeric code after AUTHTOKEN=
  • ERROR Error on sync: Invalid Authentication Token (Error code: 4834) will be fixed once the Auth token is entered into the Sync Profile
 
You can also generate token using Zoho CRM UI. Please go to menu Setup > APIs > Click gear icon on the right side > Authentication and Token Generation.

save image

Then enter "SyncApps" under Browser mode section and click Generate button.

 

save image

 

 

How SyncApps Integration Works in Real Life

Select your SyncApps - integrate your business Apps!

_NS_SuiteCommerceAdvanced_Digital.jpg

VIDEO>

Signing up for an account is as easy as putting in your Email, Name, Company Name and choosing your password.

Signing up for an account is as easy as putting in your Email, Name, Company Name and choosing your password.

After you create an account, you and your company will get instant access to all Sync Profiles for 2 weeks and we don't require a credit card during the trial, so you get to try Cazoomi risk-free.

Sync Person Accounts from Salesforce to Constant Contact?

Cazoomi Subscriber:

How can I sync Person Accounts from Salesforce to Constant Contact? I thought by using the marketing list functionality, it would allow the sync of Person Accounts.

Cazoomi:

In your Sync Profile you just need to click edit, then click next to get to Step 1 and use the "Marketing List" feature instead of Campaigns as you have selected currently. Select "Use Cazoomi's Marketing List package" in drop-down menu.

Also, select Object Type to Sync: Contacts as Person Accounts are used in your Salesforce this way.

If you haven't installed Cazoomi's Marketing List package please install from the following URL: https://sites.secure.force.com/appexchange/listingDetail?listingId=a0N30000008amlbEAA

If using Cazoomi Marketing List package and need more information please click the following link:

http://cazoomi.zendesk.com/entries/21655531-cazoomi-marketing-list-sync-salesforce-com

Subscriber:

Thank you for response, however your suggestions are not in line with the options I have available. See below screenshots. I also have installed the Marketing List package.

I have selected Marketing List Mode previously and added the Marketing Lists to sync:

image002.pngimage001.png

Also when selecting the object, I do not have Person Accounts available.

Cazoomi:

Since your Non Profit Salesforce version uses Person Accounts as Contacts this would be the Object Type to Sync in your Sync Profile.

In a Marketing List you can filter to get the Person Accounts (Contacts) you need and add some or all of them to each list.

Following your screenshot above if "Bob Ryan Contact List" is filled with Person Account then each would be synced to the Constant Contact List.

Free App to Drag and Drop any of your files into Salesforce!

Drag_Drop_UploadBanner_renewed__1_.PNG

 Check it out today on AppExchange!

Cazoomi Wins the AppExchange Checkout Developer Challenge

 

 appexchange_checkout.png



 

SugarCRM to MailChimp Integration for Customer Relationships

SugarCRM has been helping businesses in establishing exceptional customer relationships with its flexible, innovative and affordable CRM solution, unlike any other in the market.  It enables businesses to become immersive, intuitive and engaging that drive customer excellence and loyalty.

Meanwhile, MailChimp has been a superstar when it comes to email marketing.  With their integrations that allow one to send marketing emails, automated messages and targeted campaigns, enough to attract small businesses to grow with them.

Integrating these two powerful apps allows you to:

  • Sync SugarCRM accounts, contacts, leads and targets to MailChimp master list.
  • Update SugarCRM if subscribers update their profiles in MailChimp.
  • Connect multiple CRM instances to multiple MailChimp Accounts.
  • Filter and Sync only those records who meet a specific criteria from CRM.
  • Sync specific Target List members to MailChimp Group.
  • Add new contacts from MailChimp Group(s) to SugarCRM Target List(s) automatically.
  • And more

Following are just some of the points to know which other subscribers have encountered while they were using SugarCRM to MailChimp SyncApps integration.

Can a SugarCRM user select, inside SugarCRM, if a Target List can be synced or not?

  • Now, this is because SyncApps is not a plugin solution, thus it’s not part of the platform.

Is it possible to let your users to access SyncApps and instead manage their accounts for them?

  • SyncApps has an Enterprise plan for this where you can manage your clients solutions.  You just have to set it up for them then control it.

If a new subscriber is added to MailChimp, will a new lead be created in SugarCRM?

  • Wondering how SugarCRM to MailChimp integration works?  Earlier, we have provided some of the features of this specific integration.  To add is the said integrations feature which a new lead will be created in SugarCRM once a new subscriber is added to MailChimp.  How to achieve this?
    • Notice the selection in your Steps as the Module Type to Sync?  In the case below Contacts would be created if you land them in the MailChimp List in Step 2.

    • The first sync that is run after new email address subscribed will create the record (if contact profile, it will create contact; if lead profile, it will create lead)
    • We would suggest that you enable one way sync for one profile.  So if you want SyncApps to always create Lead for new subscriber, make Contact sync profile as one way sync.

We hope that this has helped you a lot.  But if ever you have questions, don't hesitate to drop us an email at support@cazoomi.com.

Why don't my records, lists, information sync to Constant Contact from my CRM?

Subscriber:

Here is the screenshot of the sync that looks like it saw what we wanted it to but these lists didn’t show up in Constant Contact.

Any clue as to why?

We use over 125 Dynamics CRM Marketing Lists to sync over to Constant Contact as you can see in the screenshot.

Cazoomi:

You will just need to reset your Sync Profile anytime you make changes to any Dynamic CRM Marketing List criteria.

Please just press the "Reset Sync Process" & "Sync Now".

 

Once the Sync is completed you can check "Find out more" to review how the sync details turned out to verify all the lists and record information synced correctly to Constant Contact.

Managing Custom Fields in Constant Contact

Bumping into any difficulties while setting up your own sync profile with SyncApps? Or thought of these same issues/questions regarding with custom fields specifically in Constant Contact? 

  • Custom Fields created in Constant Contact do not show up in SyncApps Constant Contact Field list even after refreshing fields.
  • I cannot see the Constant Contact custom fields in the additional field mapping while trying to map custom fields in both systems. Even if I press the refresh fields button the newly created fields do not show up.
  • The Fields are being displayed with Standard Naming in Cazoomi (custom_field_1-- custom_field_15) but not with the name we created in CC.
  • How do I import Custom Fields from the signup form, back to the Contact/Account/Lead/Target?
  • I had a Custom Date Field called "Subscribed Date" in Constant Contact but i don't see that Custom Date field in the Cazoomi Field Mapping Section to map it to Salesforce.
  • How can I change the labels of the custom fields when performing the field mapping when setting up a SyncApps profile? (Example: Custom Field 01, Custom Field 02, Custom Field 03 ------ I would rather gives these labels names like Channel for custom field 01, and Record Type for custom field 02)

Well, these don’t sound so hard to answer however it's a big more complicated.

Just to let you know that adding a custom field in Constant Contact does nothing to add to the 15 Available Custom Fields allowed in the current API for Constant Contact.

For in Constant Contact, it only allows 15 fields. Beyond these 15 fields, there won’t be a support from Constant Contact’s API. HOWEVER, you can label them to match your fields in CRM. Take each label and match it to the 1-15 fields.

Easy steps:

  • Rename the custom field as you see fit. You'll want to keep it under 255 characters.
  • Remove the custom field by clicking the X icon.
  • Add a new custom field by clicking "Add custom field".

Just be sure to jot these labels down to be used in your Sync Profile to map the 1-15 custom fields available to your CRM field(s).  Let us know if you hit any snags through emailing us at support@cazoomi.com.




How can I map a multiselect field from Zoho CRM to MailChimp?

Subscriber: 

I have a multiselect field in Zoho called "Industry".  I want to map this to MailChimp.

I understand that the MailChimp List cannot have a multiselect field. I read this post, which addresses the issue: 

http://community.cazoomi.com/cazoomi/...

The answer says to "note in MailChimp you will need to map each value to the CRM value of the pick-list since MailChimp does not have this multiselect concept".  I do not understand what the process is.

In Zoho the field "Industry" has values such as "Automotive", "Consumer", etc. How would I map each value to MailChimp? I can only see how to map one-to-one.
 
Cazoomi:  Yes, correct as MailChimp does not support multiselect so you can map the Industry field to a MailChimp text field.
 
Typical Use Case:
 
My ultimate goal is just to allow my customers some subscription preferences like "appointment reminders", "closures and critical alerts", "General announcements", "Discounts and Promotions". This seems like something everyone needs and has for that matter. 
 
More on how it works in our Community
 
More on MailChimp forms here...
 
 
 
Would like to sync all Contacts based on their Account criteria. Possible?

Subscriber:

We track accounts as companies in Salesforce and want to sync to Constant Contact. Each account may have multiple contacts. Would like to sync all contacts based on their account criteria, ex: "sync all contacts where account:status = 'active'". The account.status is a custom field at the account level. Possible?

Cazoomi:

On your requirement, yes, you can do it but first have some Salesforce work to do (1 hour).  If you select Accounts as the Object Type to Sync it might work but don't think that is the right approach for 1 Account to many Contacts.

You can just use Contact as the Object Type to Sync and filter Contacts with Account status "active" as you will just need to surface this field also on each Contact which should be easy enough to do using formula fields. (link to Pardot article on it is great)

Contact    Lead    Account

Enable Filtering and Segmentation

Filter records from Salesforce.com to Constant Contact

Filtering settings are optional. If filtering criteria is specified then only records which match the specified filter criteria will be synced from Salesforce.com to Constant Contact.

 

Subscriber:

WORKING!

OK, here are the steps;

1. Expose the account field at the contact level; create a custom field called Account Status on contact, data type = formula, formula = ‘TEXT(Account.Status__c)’. The TEXT() part is important as my Status__c field is a pick list which won’t work as a custom field without the TEXT()

2. In SyncApps select Object Type ‘contact’ (everything appears to work if you select Account as suggested but then it only grabs one contact per account, selecting at the contact level is the correct way – which makes perfect sense)

3. In step 5 of the Sync Profile Setup, enable filtering and you will see the exposed account field as a contact formula field as setup in step 1 – “Account Status (Account_Status__c)”

Works perfectly – multiple contacts are synced per account, previous unsubscribes are obeyed – simply great.

Thanks for all your help pointing me in the right direction here!!

Another happy customer!

Salesforce CRM Configuration and System administration

Get started on learning Salesforce Administration with Salesforce experts today.

9781782170761.jpg

Does SyncApps work with Microsoft Dynamics CRM 4.0 or 2011/2013/2015/2016 or 365?

Yes! All versions including 4.0, 2011/2013/2015/2016 Online & On-premise and Microsoft Dynamics 365.

Find your integration today here...  

logo-microsoft-dynamicsV3.png Dynamics_365.jpeg

Microsoft Dynamics CRM 4.0 and 2011/2013/2015/2016 Online with support for 2011/2013/2015/2016 On-premise and Microsoft Dynamics 365.

SyncApps brings in your marketing metrics into Microsoft Dynamics CRM from your Marketing app of choice.  See it here.

Microsoft Dynamics CRM 4.0

Microsoft Dynamics CRM 2011/2013/2015/2016

Use Active Directory for Dynamics CRM Authentication?

SyncApps currently only supports Dynamics CRM Online and ADFS authentication.

If using Dynamics CRM 2011, as an alternative you could try our Microsoft Dynamics CRM 4.0 SyncApps (a different SyncApps) that support Windows authentication and can connect to the legacy endpoint that is available in Dynamics CRM 2011.

Please note that if planning an upgrade using Windows authentication in the future to Dynamics CRM 2013 or above then CRM 4.0 web services endpoint will be deprecated so our Dynamics CRM 4.0 SyncApps will not work after upgrade.

For Dynamics CRM 2013/2015/2016 SyncApps currently only supports Active Directory Federation Service (ADFS) authentication for on premise CRM.  
 
*Ever wonder how it works for authentication?  See Webfortis for how it works here...

Your CRM 4.0 web service URL will be like the example below:

http://crm.yourcompany.com/mscrmservices/2007/CrmService.asmx

Currently we also do not support Windows Authentication for Dynamics CRM 2011 but you can use our Dynamics CRM 4.0 SyncApps and use the following Web service URL example:

https://crm.yourcompanyname.com/mscrmservices/2007/CrmService.asmx

If your system does not use one of the above configuration we might be able to support it. Please contact support@cazoomi.com with the details of the authentication type and test credentials for connection testing.

*Please note if you host your CRM with a different vendor other than Microsoft please send a link to this article to your hosted provider to configure your hosted solution on their side so you can authenticate using SyncApps.  You can usually just create a quick support ticket to your Hosted provider for this issue.

*SyncApps supports Federated Authentication for Dynamics CRM Online.

 

Microsoft Dynamics CRM 4.0 Configuration 

Authentication Type:  Windows Integrated Authentication

For this authentication type, you will need to expose your CRM server to the internet so our SyncApps server can access your CRM server.  If your CRM is currently for internal facing only, you will need to ask your  IT team at your company to expose the server to the public internet to be able to use SyncApps.

SyncApps will only support Windows Authentication on Dynamics CRM 4.0 SyncApps.

Please select Microsoft Dynamics CRM 4.0 SyncApps and use the following configuration:

Authentication Type: Windows Integrated Authentication Web Service URL: https://crm.yourcompany.com/mscrmservices/2007/CrmService.asmx

If your host name cannot be accessed by the public internet including SyncApps server then please ping it because you might be using VPN (your PC becomes the part of company network).
 
If you try to ping the host name and get the same error:
> ping abc.company.mycompany.net
ping: cannot resolve abc.company.mycompany.net: Unknown host

Please ask your IT department to open the CRM server so it can be accessed from outside without VPN.

To make it is secure, your company firewall needs to be configured to allow connection from SyncApps server only (SyncApps Trusted IP addresses)

SyncApps will connect to HTTP web service that is usually run on port 80 (HTTP) and/or 443 (HTTPS). But as port can be configured differently in each MSCRM please check with your IT support.

 

 

Authentication Type: Internet Facing Deployment (Forms based authentication)

For this type of authentication you will need to specify two URLs:

  • Web service URL
    The URL usually ends with /mscrmservices/2007/CrmService.asmx 
  • Discovery service URL

    The URL usually ends with /mscrmservices/2007/SPLA/CrmDiscoveryService.asmx

     

Microsoft Dynamics CRM 2011/2013/2015/2016 Configuration 

Authentication Type: Claims Based Authentication (Active Directory Federation Services -ADFS)

For this authentication type you will need to specify 2 URLs:

  • Web Service URL
  • Security Token Service (STS) URL

If you don't know what to enter please ask your IT support.

 

Authentication Type: Dynamics CRM 2011 Online or 2013/2015/2016 Online 

 
 
 
Don't know or need to find your Unique Organization Name?
 
orgname.png
 

To find the right Organization Name, please follow the below steps:

For CRM 2011/2013/2015/2016 and 4.0

1. Go to CRM.
2. Select Settings on menu:

11-27-2013_6-12-37_AM.png

 
3. Select Customizations under Settings on menu then click Developer Resources:
 
11-27-2013_6-14-20_AM.png
 
Last Step. The Unique Organization Name is listed here:
 
11-27-2013_6-16-01_AM.png
 
Multiple Landing Pages to MailChimp List/Groups Integration With CRM

Subscriber:

Hi, I have a few queries regarding MailChimp and SugarCRM integration using landing pages.

It's kinda complicated setup so bear with me.

In MailChimp I have created a single list which has multiple groups created so that I can send specific emails to specific groups.

For SugarCRM, I have setup a Sync Profile known as Leads (For example) and Contacts.  If I have a single Master List in MailChimp, when I sync SugarCRM with MailChimp, how do I define which Group in MailChimp the Lead or Contact in Sugar belongs to?

Also, if I were to say manually export the Leads to MailChimp from SugarCRM and manually imported those leads into MailChimp and manually updated the Group on the import file into MailChimp, when I run the sync, would this cause duplicates to be created in MailChimp?


Cazoomi:

Thanks and in your Lead Sync Profile I would select a Target List with only Leads in it which would sync and create a Group of the same name as the Target List in MailChimp.

The same holds true for Contacts.

SyncApps used our proprietary email based algorithm for integration so duplicates are not possible to create using SyncApps in your CRM or in your target application, in this case MailChimp.

https://syncapps.cazoomi.com/how-it-works


Subscriber:

Thank you for such a prompt response.

I am trying to understand here, perhaps what the best practice is for people who use SugarCRM & MailChimp with Cazoomi as there seems to be some gaps between the 2 in terms of what I can see:

1. In Sugar we are able to add the campaign source to the lead and then send specific campaigns to those leads.

2. In MailChimp they allow the user to create multiple groups within a List and then send segmented info to those groups.

3. From what I am seeing here, there is no mechanism between Sugar & MailChimp using Cazoomi where I can segment the Lead in SugarCRM with a Group from a List in MailChimp, is this correct?

4. How would you suggest (or what have you seen) users segment lead sources between Sugar & MailChimp and manage this?

5. It is easy enough to create multiple Lists within MailChimp but then I am not sure how this would work with the Leads Module in Sugar as I assume you are syncing one profile being leads to MailChimp and cannot have multiple profiles for leads syncing with MailChimp, is this right?

6. Just so you understand what I was trying to do with MailChimp is I was using that to create a Master List which then has multiple Groups.

Each Group has its own landing page and all leads which come in from that are then automatically tagged as belonging to that List.  

I guess if I am managing the lead coming in via MailChimp and the Campaigns sent via MailChimp, would I be correct in assuming that Sugar will just record all of the campaigns sent to the Lead and in essence I am not managing the Source in Sugar and the only downside I can see would be the reporting within Sugar of the different Campaigns since this is all done via MailChimp? Is this right in my understanding?

7. If I wanted to record the Source between the 2 systems, is this something which you could add as a customization?

save image


Cazoomi:

Thanks and let me answer these below:

1. In Sugar we are able to add the campaign source to the lead and then send specific campaigns to those leads.

Cazoomi:  Ok, works as you designed via CRM.

2. In MailChimp they allow the user to create multiple groups within a List and then send segmented info to those groups.

Cazoomi:  Yes, we match this via the API created Groups from your choices in Step 1 of your Sync Profile.  The Segments API is not very efficient yet to control from the CRM side so best practice is to use MailChimp Segments in List/Groups.

3. From what I am seeing here, there is no mechanism between Sugar & MailChimp using Cazoomi where I can segment the Lead in SugarCRM with a Group from a List in MailChimp, is this correct?

Cazoomi:  Sure, you can use Filtering & Segmentation in your Sync Profile to further segment yet no you cannot use the MailChimp Segments API yet.  It's just not that efficient.

4. How would you suggest (or what have you seen) users segment lead sources between Sugar & MailChimp and manage this?

Cazoomi:  MailChimp Segments API is not very efficient to control from the CRM side so best practice is to use MailChimp Segments within your List/Groups.

OR use Filtering & Segmentation in your Sync Profile to further segment a Target List in CRM to MailChimp List/Groups.

5. It is easy enough to create multiple Lists within MailChimp but then I am not sure how this would work with the Leads Module in Sugar as I assume you are syncing one profile being leads to MailChimp and cannot have multiple profiles for leads syncing with MailChimp, is this right?

Cazoomi:  Best Practice is using 1 List in MailChimp with up to 60 Groups for segmentation. Leads and Contacts can sync to the same list in MailChimp.

If you need another MailChimp List to sync then you would set up another Sync Profile.

6. Just so you understand what I was trying to do with MailChimp is I was using that to create a master List which then has multiple Groups.

Each Group has its own landing page and all leads which come in from that are then automatically tagged as belonging to that List. I guess if I am managing the lead coming in via MailChimp and the Campaigns sent via MailChimp, would I be correct in assuming that Sugar will just record all of the campaigns sent to the Lead and in essence I am not managing the Source in Sugar and the only downside I can see would be the reporting within Sugar of the different Campaigns since this is all done via MailChimp?

Is this right in my understanding?

Cazoomi:  You might use our Static Text feature for each Sync Profile to manage this process as we have tons of folks how to use 100s of Sync Profiles like this to tag every lead from MailChimp flowing into a landing page to MailChimp List as "XYZ" lead source static text field for example.

For each Landing page, you would need a separate Sync Profile and 1 Group for the "XYZ" lead source static text field.

7. If I wanted to record the Source between the 2 systems, is this something which you could add as a customization?

Cazoomi:  Static Text could do this for you per list.  Per Group is not possible unless you map a field in MailChimp on the List yet it would apply to each Group so not really an ideal solution.

For your use case, you would use our Enterprise SyncApps, setup each Landing page with a separate Sync Profile plus 1 Group under it to be able to see the source of each Campaign.

OR

On an Email Campaign in MailChimp just use a URL in the email that then if they click on it, it shows up in CRM then you can aggregate that data with your our workflow.

*Report showing "X" URL Link clicked Leads.

 

How can I schedule & automatically sync my Zoho CRM to MailChimp?

I've just upgraded my account too the Basic Plan, monthly, so that I can schedule automatic syncs but I'm having trouble. It still won't let me schedule the syncs. Suggestions?

------------------------------------------------------------------------------------

Yes!

You just need to edit your sync profile and click "Sync Scheduling".  For our Basic plan, the available schedule is every 24 hours so you can only choose which time you want sync to be run.

save image

 

Need more control over your scheduling options?

Visit our Professional plans

Zoho CRM Custom Modules for Campaign Response Sync

Zoho CRM SyncApps has a new feature to sync Email Service Provider (ESP) Campaign Responses to custom modules in Zoho CRM.

Please note that Zoho's Custom Module feature is only available on the Zoho CRM Enterprise edition.

If not on Zoho CRM Enterprise edition and still need reportable Marketing Metrics in your CRM please see here for another sync option - http://support.cazoomi.com/hc/en-us/articles/205123989-Sync-your-Email-Campaign-metrics-back-to-the-original-Zoho-CRM-Campaign

To use custom modules for campaign responses you will need to select Sync to Custom Modules option on Campaign Response Sync Method field in the Zoho CRM SyncApps configuration.

Your CRM administrator will also need to create 2 custom modules for this feature.

1) Email Campaigns custom module to store ESP campaign information and 2) Campaign Responses module to store details of subscriber campaign metrics such as number of opens, clicks, etc.

After your custom modules are created you will then need to create custom fields for each module:

  • Custom Module: Email Campaigns
    Custom Field Name Data Type
    Sent Date DateTime
  • Custom Module: Campaign Responses
    Custom Field Name Data Type Related List Label
    Email Campaign Lookup - Email Campaign Campaign Responses
    Contact Lookup - Contact Campaign Responses
    Lead Lookup - Lead Campaign Responses
    Opens Number  
    Clicks Number  
    Bounces Number  
    Email Events TextArea (Large)  
    Sent Date Date Time  
     

In your SyncApps configuration you will need to enter the custom module id (not module label) so SyncApps will know which module to be used.

save image

In the above screenshot the custom module name to use for Email Campaigns and Campaign Responses are CustomModule2 and CustomModule1 respectively.

save image

Custom field names and data type must match the above table otherwise the sync will not work properly.

To add custom modules please open the following URL:

https://www.zoho.com/crm/help/customization/custom-modules.html

To add custom fields please open the following URL:

https://www.zoho.com/crm/help/customization/custom-fields.html

What level of permission does my NetSuite Sync Profile integration need?

Subscriber: 

What level of permission does this account need? It does not update customer/contact/transaction info so I assume view only for those records is fine. For case records probably edit permission?

Cazoomi:

Please assign the following Global Permissions (Full) to NetSuite user used in SyncApps:

1) Customers
2) Contacts
3) Custom Fields
4) Custom Body Fields
5) Custom Entity Fields
6) Custom Record Types (Use MailChimp? FMT Blog on how it works)
7) Custom Lists
8) Web Services
9) Transactions (if using this type of Saved Search)
10) Partners (if using this type of Saved Search)

For Zendesk for NetSuite SyncApps you will also need to assign the following NetSuite Permissions to Full:

1) Case
2) Employees
3) Support Case Status
4) Support Case Type
5) Support Case Origin
6) Support Case Priority
7) Track Messages (for Comment sync)

For Zendesk App you will also need to assign the following NetSuite Permissions:

1) Transactions - Sales Order 
2) Transactions - Cash Sale (for some Customized apps)
3) Transactions - Item Fulfillment
4) Transactions - Fulfill Sales Orders
5) Transactions - Return Authorization (for RMA creation feature): Full

For NetSuite to Handshake SyncApps the following NetSuite Permissions are also needed:

1) Sales Order 
2) Items
3) Custom Transaction Fields
4) Find Transactions
5) Accounting Lists

Note: For Handshake SyncApps "Standard Customer Form" should be enabled for NetSuite role that is used for SyncApps connection.

Field Mapping

Have custom fields to map between NetSuite & Zendesk?

Additional field mapping is optional in your Sync Profile as basic ticket fields such as subject, description, type, status, priority are already mapped.

Try this step in edit mode in your Sync Profile in Field Mapping.

Enable Additional Field Mappings

If you get an error like below then please add 'Custom Event Fields' permission to your NetSuite record to get around this hurdle.

  • Permission Violation: You need the 'Custom Event Fields' permission to access this page. Please contact your account administrator. (Error code: INSUFFICIENT_PERMISSION)

Need NetSuite Customer to Zendesk Organizational fields to map over?

See here...

Saved Search Error

If your NetSuite SyncApps is unable to get a specific saved search ID which you entered in your profile setup or you have any Custom Record creation issues then the SyncApps will produce the following errors:

  • Marketing Metrics related error (ERROR Unable to get or create custom record for email marketing history)
  • A saved search with the internal ID xxx does not exist. (Error code: INVALID_SAVEDSEARCH)

These errors are returned by SyncApps due to of one of the following cases:

  • The specified saved search is not a Contact or Customer or Transaction Saved Search
  • Invalid object type is selected in configuration
  • The specified id is not a saved search Internal ID (Internal ID must be a number)
  • The saved search is not set to public
  • Insufficient permission for saved search or custom records 

NetSuite Check:

To quickly resolve this issue with your NetSuite Administrator or on your own please try the following steps: 

  1. Make sure that the saved search type is either Contact or Customer
  2. The saved search object type in configuration must match object type of the saved search object Type in NetSuite, otherwise you will get invalid saved search error.
  3. In the saved search definition please make sure the "Public" check-box is checked and "Available as List View " is unchecked for the specified saved search. Please also change the saved search owner to the NetSuite username used in your SyncApps setup on Cazoomi. 
  4. Please try to run the sync to see if it works, if the error still persists please proceed with next steps.
  5. Please assign NetSuite "Publish Search” global permission to username that is used in SyncApps then try to re-run the sync after the permission is assigned.
  6. If the NetSuite user configured in SyncApps has more than one role please set the default role to be used for web service. The role to be used should have access to saved searches custom fields, customers, contact objects. If possible please use your NetSuite Administrator role for testing then you can change to another role if the test runs successfully.  

If you still get the same error please try recreate a new saved search based on current saved search in your NetSuite account.

You can also try to use another NetSuite username to test. 

Setting a Default Role for a Web Services User

If a username has more than one role and default web service role is not specified for the user, SyncApps cannot be sure which role will be taken so the username will work if you set Administrator (or specific role created for SyncApps) for the role to default web service role.

To set a specific default role for a Web services user:

1. Click Setup > Integration > Web Services Preferences.
2. Select the desired user from the Name drop-down list.
3. Select the default role to use for Web services requests for this user.
4. The internal ID for the selected role automatically populates the ID field.
5. Click Done.
6. Click Save.

If you still have permission issue after setting the web service default role please contact support@cazoomi.com to enable setting that will allow to specify Role ID explicitly in SyncApps like in the following screenshot.

Role ID for Administrator is: 3

save image

Please note that adding permission to a NetSuite role might not apply immediately so to remove permission cache, you will need to remove the role from NetSuite user, save the user then re-added again.

 

How does the integration for Salesforce to MailChimp work?

How to get started syncing MailChimp and Salesforce.

2 Week Free Trial best practice

Select 1 Campaign or Cazoomi Marketing List (Install needed in Salesforce) to sync over to your Email marketing platform, put a few Contacts or Leads into it, then you are all set up to tap "Sync Now".  Test out new List membership feature for MailChimp Group subscribers by adding/removing from a synced Cazoomi Marketing List to a MailChimp Group.

Test out our Webhooks based List membership feature for MailChimp Group subscribers by adding/removing from a synced Cazoomi Marketing List to a MailChimp Group.  They are automatically managed without any Sync Profile sync running as Webhooks create your real-time integration.

VIDEO> 3-minute setup

Test out List membership feature for MailChimp Group subscribers by adding/removing from a synced Cazoomi Marketing List or Salesforce Campaign to a MailChimp Group.

If you are using both Leads and Contacts be sure to have 2 Sync Profiles setup for both object types, Leads & Contacts.  

Syncing Accounts with email addresses on them?  Use Account Object as the sync type to test the integration.

In our Trials, our fully featured Enterprise plan with all the bells and whistles is used so you can see what is available and choose the plan once ready that meets your company's needs.

Trial Features:

Sync Accounts, Contacts and Leads to MailChimp Lists and Groups.

Integrate List and Group membership automatically to CRM.

Create and update new Contacts, Leads via MailChimp or CRM.

Sync Opt-outs automatically.

Custom Field Mapping between both systems.

Sync specific Salesforce Campaigns and Campaign Responses from MailChimp to CRM.

Sync clicked URLs from Email Campaigns back to Salesforce.

Trigger MailChimp Autoresponders from CRM field updates.

Sync and map hard bounces to CRM custom field.

Update CRM from MailChimp contact update forms.

Salesforce always takes higher precedence over MailChimp. Any contact and lead changes in Salesforce will always be synced to MailChimp.

Contact and lead data is synced from MailChimp only if the email address doesn't exist in Salesforce at the time of syncing.

Cazoomi Marketing List - Updates

Enhancement Release Features 2015-2017

Most up-to-date release here...

  • Enhancements to large volume data processing, lead score & custom field mapping retrieval, has been built into Cazoomi Marketing List.  

The enhancements to large volume data processing allows our large list subscribers to quickly move lists from Salesforce to their Marketing Automation solution of choice more efficiently. 

  • Add/Remove feature enhancements for Campaign/List membership in CRM to Marketing Automation Lists/Groups/Categories.

This enhancement adds SyncApps add/remove features with the use of Salesforce Campaigns to your Marketing Automation solution of choice.  If using Salesforce Campaigns you can now automatically manage if a subscriber is added/removed in your Marketing Automation Lists/Groups/Categories back to Salesforce Campaigns or a Cazoomi Marketing List.

  • Storage limits in Salesforce enhancement

Only Campaigns selected in a Sync Profile (if using Campaign as List feature) will be tracked in the Campaign Member History object. Previously all Campaign Members removal are recorded so caused some storage issues.

Other Planned Enhancements are here.

Version 1.38 - August 2015 - 2017

  • Enhancement to 10,000 records maximum limit in a VisualForce page copied from a Salesforce Campaign to a Cazoomi Marketing List 

  • Unlimited records allowed to be added to a Cazoomi Marketing List from a Salesforce Campaign

Version 1.37 - July 2015 

  • Enhancement for Storage issues on Salesforce. Now only Campaigns selected in a Sync Profile (if using Campaign as List feature) will be tracked in the Campaign Member History object [Previously all Campaign Members removal are recorded so caused some storage issues]

Version 1.36 - April 2015 

  • Spring Salesforce Updated version released

Version 1.35 - 08 Sept 2014

  • Remove All button enhancements for easy Campaign/List membership control in CRM to Marketing Automation Lists/Groups/Categories

Version 1.34 - 18 Aug 2014

  • Enhancements to field mapping retrieval 
  • Remove All button added for easy Campaign/List membership control in CRM to Marketing Automation Lists/Groups/Categories

Version 1.29 - 30 Dec 2013

  •  Enhancements to large volume data processing, lead score, custom field mapping retrieval
  • Add/Remove feature enhancements for Campaign/List membership in CRM to Marketing Automation Lists/Groups/Categories

Version 1.27 - 23 Dec 2013

  •  Enhancements to search criteria for large list customers (100k+)

Version 1.24 - 16 Nov 2013

  •  Enhancements to search and official AppExchange Listing Approval

Version 1.21 - 20 Aug 2013

  •  Enhancement to add/remove (EmailOptOut) SyncApps tracking campaign member

Version 1.18 - 29 July 2013

  • Person account contacts searchable using contacts option
  • Corrected search error issue for multi pick-list field

Version 1.16 - 29 June 2013

  • Added some enhancements on Campaign as List sync

Version 1.15 - 17 June 2013

  • Fixed viewstate error issue to allow up to millions of records in Campaigns to be copied to a Marketing List

Version 1.13- 2 May 2013

  • Changed search result criteria for better search
  • Added record counts per list (Lead and Contacts total subscribed fields)
  • Updated campaigns drop-down in add members page to display all campaigns per page with scroller

Version 1.12- 6 Feb 2013

  • Modified Visualforce requirements 

Version 1.11 - 12 Dec 2012

  • Changed maximum search result in add member page from 1K to 10K records
  • Updated campaigns drop-down in add members page to display active campaigns only

Version 1.10 - 3 Dec 2012

  • Added support for adding members directly from Salesforce.com Campaigns 
  • Added support searching contacts/leads using DateTime/Date literals

Version 1.9 - 13 Oct 2012

  • Fixed error when searching contacts/leads using Boolean field criteria.

Need More Help?

Cazoomi Support

Connect with the SyncApps platform team, share ideas, and get answers to your integration or implementation questions.


Cazoomi Answers and Best Practices

We're always working to deliver best practices around SyncApps that are relevant to your business. Now you don't have to look any further than Cazoomi Answers for up-to-date SyncApps advice and integration tips.

Getting Started