Answers - Quick Links

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

Subscriber:

I found a thread in the Cazoomi Support which has the same question I do, but my integration 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.

If you are on our free trial, you can also try out integrating Person Accounts using either Campaign in Salesforce synced to Lists in Constant Contact or using our Marketing List feature as well.  Both work the same way as Person Accounts can be added to either a Campaign or Marketing List in Salesforce.

Automatically remove a record from your Marketing Automation solution. Powerful!

Grab our Full Sync from your Add-Ons tab inside SyncApps:

 

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This Add-On is applicable to CRM and eCommerce platforms as once you purchase the Add-On you can set up your Full Sync schedule and Contacts or Leads removal from CRM list(s) or tags will be removed from matched Act-On/Constant Contact/Infusionsoft/Mailchimp/VerticalResponse List(s)/Group(s) during a full sync.

Please also note that "Full Sync" and "Reset Sync Profile daily" should not be used together.

Full Sync is available on our Paid Plans and also available to try on our Free Trial!

Full Sync currently is only available to set up in Step 3 of your Sync Profile when the following segmentation methods are selected in your Sync Profile:

* Zoho Campaigns
* Zoho List Views
* NetSuite Saved Searches
* Bullhorn Tearsheets
* Highrise Tags
* Salesforce Campaigns
* Dynamics CRM Marketing Lists
* Sugar CRM Target Lists 
* Enable Segmentation feature is selected in Step 5 (Filtering & Segmentation)

To automatically remove records from your Marketing Automation solution when they are no longer a part of any synced CRM Marketing List then subscribing to our "Full Sync" Add-On is a great solution as it is the only way to automatically remove a CRM member from a synced external Constant Contact or VerticalResponse list or Mailchimp Group.

Using Filtering and Segmentation with Full Sync?

Mailchimp Limitations:

The Full Sync Add-On will not remove a record from a Mailchimp Group if it does not match the filter anymore unless using a segmentation method in Step 1. If you want to sync all Contacts in Step 1 and just filter against your entire database yet still remove records from a Mailchimp Group then be sure to enable the segmentation feature on filtering in Step 5. Each "segment name" will be synced to a Mailchimp Group.

Please note:  The Full Sync Add-On is needed to remove a record from a Mailchimp Group if it does not match your Filter & Segmentation criteria set up in Step 5 of your Sync Profile.

Customization is also available if you would like to remove from a Mailchimp List each time the Full Sync Add-On is run.  Please let our 24/7 support team know, and we will enable it in your account.

If you enable segmentation on filtering including using the 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 also remove the contact from Mailchimp List so if you need to remove the record from a Mailchimp List, please let our 24/7 support team know and we will enable the feature 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 of how to do it:

1. Create a NetSuite Saved Search named "Customization Test" and let’s say it was 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 the Full Sync option (also available as an Add-On from your Dashboard in SyncApps).

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:

  • Act-On
  • Constant Contact
  • Mailchimp
  • Infusionsoft
  • VerticalResponse

3. Press the Reset Sync Process button from the dashboard and run 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

 

Check out our Full Sync Wednesday Walkthrough replay here!

Experiencing issues or difficulties during testing? Reach our 24/7 team for assistance, and we’ll throw in a free $49.99 Sync Profile Setup Review today!

 

Are you running into Storage issues on Salesforce?

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

You have 2 options to accomplish this:

  1. Update to the new Marketing List package 1.38 (Best practice)
  2. Uninstall the package and update to Marketing List package 1.38

OPTION 1:

To solve storage usage issues without having to recreate your Marketing Lists in Salesforce, best practice is to delete the unneeded records using Salesforce data loader so you do not need to uninstall the package (Option 2 above). Just update to the new package 1.38

  • So the steps would be:
    1. Update to the new Marketing List package 1.38. You can directly go here to install it
    2. Delete "Campaign Member history" records using Salesforce Data Loader
    The new 1.38 package makes sure that Campaign Member History is populated only if "Campaign as List" feature is selected in Step 1 of a Sync Profile.

Salesforce data loader usage to delete records:
https://www.shellblack.com/data/deleting-records-using-the-data-loader/

OPTION 2:

  • 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:

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

 

 

Filtering records bidirectionally using specific criteria

Hey there, nice of you to join us today!

Having trouble with one of SyncApps’ powerful features?

Well, you’ve definitely come to the right page!

 

Are you filtering from Dynamics CRM, Salesforce, Highrise CRM, NetSuite, Zoho CRM or others that are only syncing those CRM records who meet specific criteria?

If it happens that you are using Salesforce, test out this way on our trial using a subset of your database as shown here.

Also, filtering specific records into CRM from your Marketing Automation solution like Mailchimp, Constant Contact, Pardot, Salesforce Marketing Cloud, Delivra, and others?

If you want to filter into your CRM, this feature is also available for use cases where what you want to happen is that, any matching contact 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 aren’t.

 

Filtering is one of our most subscribed features which can be found in Step 5 of your setup.

Note: If using Filtering & Segmentation feature and need to automatically remove records from your Marketing Automation solution once the records do not meet your criteria any longer please also grab the Add-On for this feature explain here.

EXAMPLES:

Please see below an example on how to filter records from Highrise CRM to Constant Contact.

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 in your SyncApps dashboard today!

 

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In a more complex example for those who integrate with Mailchimp, 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 Checkbox A is checked Mailchimp Master List: Existing List A
Sync Profile 2 Checkbox B is checked

Mailchimp Master List: Existing List B

Sync Profile 3 Checkbox C is checked Mailchimp Master List: Existing List C
Sync Profile 4 Checkbox D is checked Mailchimp Master List: Existing List D
Sync Profile 5 Checkbox E is checked  Mailchimp Master List: Existing List E

 

Important note:

If on a Free Trial best practice is to place Leads or Contacts into a CRM Campaign, Saved Search or Marketing List then use Filtering, and then sync, after the syncing process you can then see how it works.

Please see use case below:

After enabling Filtering and Segmentation as shown below, the Sync Details are showing after a sync:

 

12 Dec 2017 13:01:41

DEBUG

First filter criteria: ((hasProperty("fields", map containing [OwnerName->a string containing "Justin"])) or (hasProperty("fields", map containing [OwnerName->a string containing "Kyle"])) or (hasProperty("fields", map containing [OwnerName->a string containing "Erika"])))

12 Dec 2017 13:01:41

DEBUG

Segmentation criteria: {Kyle=(hasProperty("fields", map containing [OwnerName->a string containing "Kyle"])), Justin=(hasProperty("fields", map containing [OwnerName->a string containing "Justin"])), Erika=(hasProperty("fields", map containing [OwnerName->a string containing "Erika"]))}

 

If on a Free Trial, please note that we sync unlimited records to match your criteria so best practice is to place at least 100 test Leads or Contacts into a CRM Campaign, Saved Search or Marketing List then use Filtering, and next sync, then you can see how it works.

In this case, no records have matched the filtering criteria in the first 100 records that we have come across in the trial which looks at the first 100 records in your CRM which might not contain the filter criteria:

To rectify this issue a Campaign in Salesforce is needed to test out the Filtering feature.

 

12 Dec 2017 13:01:43 DEBUG Not matched record: Contact [id=0036100001IAQKIAA5, 
12 Dec 2017 13:01:43 DEBUG Not matched record: Contact [id=0036100001IAQKKAA5

 

To test out this feature is super simple by just setting up a Salesforce Campaign, select it in Step 1 of your Sync Profile, then using it with 100 records to test your Filter against in Step 5.

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. 

See our Wednesday Walkthrough replay here!

Invalid Authentication Token (Error code: 4834) Generating your Zoho CRM API Authentication Token.

 Hey there, nice of you to join us today!

Are you having trouble specifically on Error code: 4834 while Generating your Zoho CRM API Authentication Token?

Worry not; we are here to help you get all that sorted.

So, let’s get right to it.

This is how it works:

ERROR:

 

Zoho_Error_4834.png

 

Please note that before generating your token, you should make sure that you have permission to access the API service. If you do not have permission, please contact your CRM administrator.

For you to double check, please go to Zoho Accounts to see your "Active Authtokens."

 

Zoho_Accounts.png

 

To generate your Zoho CRM Auth Token, you will need to follow the steps below:

  1. Login to your Zoho CRM
  2. Open a browser and put the URL [https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM/crmapi&DISPLAY_NAME=SyncApps] in the browser address bar
  3. Only use the alphanumeric code after AUTHTOKEN=
  4. Place the Auth token into the Sync Profile in Step 1 "Authentication Token" space
  5. Save Sync Profile and press "Sync Now" to restart your integration

Sample Response for Zoho CRM Auth Token you will get after completing the steps above.

#Wed April 11 03:07:33 PST 2018

AUTHTOKEN=bad18eba1ff45jk7858b8ae88a77fa30

RESULT=TRUE

NetSuite Dynamic Discovery Method

SyncApps uses Dynamic Discovery Methods so you are all set with us.

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If you have more concerns with the NetSuite Dynamic Discovery Method then please reach out to our 24/7 support folks today!

Salesforce CRM Configuration and System administration

Get started on learning Salesforce Administration with Salesforce experts today.

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Error Code: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY

This error is caused when your role in Salesforce is set to be a "Non-Marketing User".

To remedy this error please just log in to your Salesforce account and change the permissions for the user in Salesforce which is using SyncApps by enabling the Salesforce "Marketing Role" on the user's record.

https://success.salesforce.com/answers?id=90630000000ht2lAAA

Please let us know if the error still persists and we will help you troubleshoot 24/7.

Cazoomi Marketing List - Updates

Enhancement Release Features 2015-2018

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 allow our large list of 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.

Version 1.38 - August 2015 - 2018

  • 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.
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 are 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!

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

 

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 "Details" to review how the sync details turned out to verify all the lists and record information synced correctly to Constant Contact.

How does Pipeliner CRM works with your Marketing Automation Software?

Many of our fans have asked if what are the following benefits of using Pipeliner CRM. Check the information below:

Here is one of our most powerful features on this integration explained in detail.

Checkbox sync with Pipeliner to your Marketing Automation Software

Also, many of our subscribers on Pipeliner integrate to save time and resources so based on our metrics internally, and with our vendors, the average company can save 13 days a year in manual efforts.

Here is a good video of it

To see more of our cool features just head here to signup for our free trial which includes 10+ pages of SyncNotes to explain all the cool features you might need for your company.

How can I map a multi-select field from Zoho CRM to Mailchimp?

Subscriber: 

I have a multi-select field in Zoho called "Industry."  I want to map this to Mailchimp.

I understand that the Mailchimp List cannot have a multi-select field. I read this post, which addresses the issue: 

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 multi-select 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 multi-select 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 Mailchimp form here...

 

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 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 access SyncApps and instead manage their accounts for them?

  • SyncApps has an Enterprise plan for this where you can manage your client's solutions.  You just have to set it up for them and 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 a 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 a 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.

Integration from Mailchimp List/Groups to CRM

Subscriber:

Hi, I have a few queries regarding Mailchimp and CRM 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 CRM, I have set up a Sync Profile known as Leads (For example) and Contacts.  If I have a single Master List in Mailchimp when I sync CRM with Mailchimp, how do I define which Group in Mailchimp the Lead or Contact in CRM belongs to?

Also, if I were to say manually export the Leads to Mailchimp from CRM 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 for 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.

Subscriber:

Thank you for such a prompt response.

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

1. In CRM, 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 CRM & Mailchimp using Cazoomi where I can segment the Lead in CRM 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 CRM & 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 CRM 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. So that 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 CRM will just record all of the campaigns sent to the Lead, and in essence I am not managing the Source in CRM, and the only downside I can see would be the reporting within CRM 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?

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Cazoomi:

Thanks and let me answer these below:

1. In CRM, 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 so best practice is to use Mailchimp Segments in List/Groups.

3. From what I am seeing here, there is no mechanism between CRM & Mailchimp using Cazoomi where I can segment the Lead in CRM 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 CRM & Mailchimp and manage this?

Cazoomi:  Mailchimp 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 CRM 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.

Be sure to not exceed 60 Groups in Mailchimp on a List as the integration will error out.

Error details: 
Mailchimp Error: Cannot have more than 60 interests per list (across all categories). [instance: 11e8f685-fda9-471f-bd91-317981dd045a] (HTTP Status Code: 400)

If you encounter this type of error then please follow this best practice below:

  • Best practice to solve an issue like this is thru deleting the Group Title (all Groups) In Mailchimp and then next Reset Sync Process on the Sync Profile so SyncApps will recreate the Mailchimp Groups.

    Please do this method to see the new Groups recreated, and numbers sync up to under 60 Groups 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 CRM will just record all of the campaigns sent to the Lead, and in essence I am not managing the Source in CRM, and the only downside I can see would be the reporting within CRM 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, set up 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.

 

Using Checkbox Field Mapping for Mailchimp for Zoho CRM integrations

Our Checkbox Field Feature is now available for Mailchimp for Zoho CRM integrations!

*Available as a paid Add-On in Basic and Professional Plan. However, this feature is included in our Enterprise Plan.

Using our Checkbox Field feature lets you control which CRM Contact or Lead record can be integrated to your specific Mailchimp Group(s).  Also, you can use the Mailchimp Update Profile form to control checkboxes back to CRM for ultimate control.

To have this option exposed in Step 1 of the Sync Profile, our Add-On purchase is needed.

 

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Please note that using Checkbox Fields for Segmentation will supersede Campaign or List selection in your Sync Profile in Step 1.

 

 

Mailchimp Segmentation Method in Step 2 must use Mailchimp Groups in the drop-down menu, not Tags when using our Checkbox feature yet you have selected our newest feature Tags.

 

 

Groups are interdependent to our Checkbox fields feature, and Tags are not.

 

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Group Title.

The Groups in Mailchimp must be in one Group title and also named in the "Group Title to Use" in the Sync Profile. 

Checkbox field feature FROM Mailchimp to Zoho CRM, this will only take effect on new records. For existing records you need to update Zoho CRM Checkbox fields then please export these records and import into CRM to make sure the Checkboxes are updated in CRM first thru CSV's.

Example of Mailchimp Group members which are preexisting and need to be exported into CRM first then Checkboxes will work moving forward using your SyncApps integration.

 

  

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

I've just upgraded my account to 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 to sync to be run.

 

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Need more control over your scheduling options?

Visit our Professional plans

Syncing Campaigns from your Email Marketing Automation to CRM

Syncing existing Campaigns from your Email Marketing Automation software such as Constant Contact, Mailchimp, Act-On or Vertical Response to created or existing CRM Campaigns is not a feature of SyncApps.

CRM Campaigns need to be created first in CRM to sync with your Marketing Automation Software as Lists, Groups or Segments.  After that, any email Campaign sent to these Lists, Groups or Segments will create a CRM Campaign of the same name as the email and track all the Campaign metrics from your Marketing Automation Software back to the CRM Campaign.

Please also note that CRM record data is synced from your Email Marketing Automation only if the email address doesn't exist in CRM at the time of syncing.

Unprocessed and filtered records

When using our powerful Filtering feature, SyncApps will only sync specific records that do not contain these Group/Role email addresses. Reason for this is that these are not "person" emails because they might cause spam complaints and blacklisting.

These are the following Group/Role email addresses that SyncApps will ignore when Filtering feature is enabled:

  • abuse@
  • admin@
  • all@
  • everyone@
  • ftp@
  • investorrelations@
  • jobs@
  • marketing@
  • media@
  • noc@
  • postmaster@
  • prime@
  • privacy@
  • remove@
  • request@
  • root@
  • sales@
  • security@
  • spam.*@
  • subscribe@
  • usenet@
  • users@
  • uucp@
  • webmaster@
  • www@
  • @yahoogroups.com
  • @googlegroups.com
  • noreply@
  • @example.com

Note:

If you are syncing any @yopmail emails with your email marketing this will cause errors to appear as Mailchimp and others have banned this domain so to avoid any errors just set up a filter in SyncApps with "Email does not contain @yopmail.com" criteria in your Sync Profile.

Sync Person Accounts from Salesforce to Constant Contact?

Hey there, thanks for stopping by!

You happen to use Salesforce and need to see the Marketing Metrics on the Account Layout?

Great! As this is super simple! Just select Account as the Object type then select the option “Campaign Response for Person Accounts”.

Please note that:

If Sync Campaign Responses is enabled on your Sync Profile, then custom fields in Salesforce will be automatically created for placement on the Campaign Members (Campaign History) object to store email marketing metrics such as the number of opens, clicks, and bounces. On a 2 weeks free trial, best practice is to create test Campaigns and test records to sync.

Getting Started!

 

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After creating a Sync Profile with Account as the Object Type. Check Salesforce layouts to make sure all fields created by SyncApps are dragged into the layouts for your Salesforce organization.

Do these super simple steps for Salesforce layouts check:

  • Drag Campaign CazoomiId into the Campaign Page Layout
  • Drag CampaignMember CazoomiId into the Campaign Member Page Layout and any fields you want to report on like Opens, Clicks, Forwards and Bounces
  • The Campaign metrics fields placed in Campaign History layout (related lists) + Email Events will bring in the "URLs clicked" into Salesforce upon each scheduled sync

 

 

By default, custom fields will not be displayed on any Salesforce layouts. To make the custom fields visible, please update your layout for Campaign Response.

 

Email Campaigns synced to Zoho CRM Custom Modules

Hey there, thanks for stopping by!

Are you using Zoho CRM Enterprise Edition? If so, then this article is made exactly for you!

Modules in Zoho CRM let you organize and keep track of various aspects that help run your business. Now, you want your Email Marketing Metrics synced back to these Modules, right? With SyncApps, you can choose to sync Campaign Responses to Custom Modules in Zoho CRM.

This means is that you can use Zoho Custom Records to store all Campaign Responses from Mailchimp, Constant Contact, Act-On or other Marketing Automation solutions you use that we support.

Please note that Zoho’s Custom Module feature is only available in Zoho CRM’s Enterprise Edition.

If you wish to use Custom Modules for Campaign Responses, first you will need to select Sync to Custom Modules option on Campaign Response Sync Method field in the Zoho CRM SyncApps configuration.

 

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  • Also, note that your CRM administrator will also need to create 2 Custom Modules for this feature.


    1. Email Campaigns Custom Module to store Marketing Automation Campaign information; and
    2. Campaign Responses Module to store the details of subscribers Campaign Metrics such as the 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  

 

  • Note - mapping Forwards works only for Constant Contact API
Forwards Number  

 

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.

 

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In the above screenshot, the Custom Module name to use for Email Campaigns and Campaign Responses are CustomModule2 and CustomModule1 respectively.

The Custom Module name is not displayed name, usually, it is in the format: "CustomModuleX".

 

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Note that, 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

 

*WFtrigger or Zoho CRM Workflow support for Contact/Lead update (opt-out, bounce, etc) is supported in Step 1 of your Sync Profile.

Zoho CRM Workflow Triggers are explained here.

 

You can always holla at us for any queries or if you ever encounter any problems. We are online 24/7, just for you. To make sure you get the best out of your apps.

Update mailing address fields to and from Mailchimp

To map CRM Address and Mailchimp Address fields, there are two ways to go about it based on company preference.

  1. One way is the use the Mailchimp Address Data Type fields
  2. Another way and best practice are to use Text Data Type fields for each field

If using Mailchimp Address Data Type fields, please follow the rules below as Mailchimp Address Fields all need to be mapped for CRM data to flow to the Mailchimp Address.

If one field is incorrect, then the whole record will fail to sync to Mailchimp as per their API rules.

So you need to use the following mapping: Field label and type are important here.

  1. Address <> Street
  2. City <> City
  3. State <> State
  4. Postal Code <> Zip
  5. Country <> Country

The 5 fields above mapping rules are only applied if you are using Address Data Type fields in Mailchimp. If you use a text data type field, then the above rule is not applicable and Mailchimp Address rules apply.

Please see here for Mailchimp address rules.

List_Fields_and___MERGE___Tags_for_Unit_Test___MailChimp__1_.png

Address data type can be distinguished in field mapping with like the screenshot below:

 

BEST PRACTICE:

Mailchimp Address fields are quite strict so best practice is to use a text field for each address component for the 5 merge text fields for street, city, state, zip, and country.

List_Fields_and___MERGE___Tags_for_Unit_Test___MailChimp.png

 

Ideas___Answers___Agent.png

If you're needing subscribers to be able to update their existing address in CRM from Mailchimp then after mapping the fields just select in Step 2 of the Sync Profile this feature below.

*Update YOUR CRM if subscribers update their profiles in Mailchimp

Mailchimp Update Profile Form is used to accomplish updating CRM records with changed fields.

This will use mapping configuration to update data. Please make sure you configure the mapping correctly. A webhook will be set up in the specified Mailchimp list by SyncApps if this option is enabled.

MailChimp-Signup-Subscribe-Form_2018-05-16-10_11_02.jpg

"Campaign Response Sync Mode" is just another CRM term for marketing metrics type

 

sync_mode.png

Sync Campaign Response means that we will bring back the metrics to CRM from your Marketing Automation solution such as opens, clicks, bounces, forwards, and clicked links. 

SyncNotes:

For Salesforce Campaign Member Status we always sync with the latest status, one of the following:

  • Clicked:  If the recipient clicked 
  • Opened: If the recipient opened
  • Bounced: Email Bounced
  • Unsubscribed: opted out an email campaign
  • Sent: If the recipient is a member of the Email Marketing Campaign and none of the above statuses applied.

Note: Mailchimp API does not have an efficient way to update for "Sent" in the Campaign Member Status for Automation Campaigns (not regular Email Campaigns) as Mailchimp does not give timestamp when the actual sending is done.  This status can sometimes not always be 100% correct. 

5 Types of Campaign Response, or Marketing Metrics to choose from!

Campaign_modes_or_types.png

Create Salesforce Campaign

  • This option will create a Campaign in Salesforce from your Marketing Automation solution with the Campaign Members in it together with the individual Campaign Metrics.

Reymar_Ocero___Salesforce.pngEmail_Campaigns_History___Salesforce.png

Create Salesforce Activity 

  • If this option is selected then each event such as Opening, Clicking will create a new Activity (Task) in Salesforce.  Also, an option for tracking URLs clicked and sent the event as Tasks.
  • By default clicked URL is synced to the activity description field.

unnamed.png

If you need to sync it to a specific custom field say, for example, "Clicked URL" you will need to create a new Task/Activity custom field and map it in SyncApps.

Sync_mode_field_mapping.png

Create Salesforce Campaign + Activity 

  • This option is a combination of Option 1 and Option 2.

Create Contacts or Lead Notes 

  • If using this option then no extra field placement is needed. We will sync back your Email Campaign(s) to Salesforce Notes and in addition, add an attachment of the Email sent to Leads and Contacts. 
  • Please send our 24/7 support a note to turn this feature on in your SyncApps account.  Please note Salesforce Storage will be used as well so make sure you have storage available.  (Designed for Financial Institutions, Insurance Agencies, Banks and others for compliance reasons)

Nugroho_Event_Test___Salesforce.png

Create Salesforce Campaign Only (No Campaign Member)

No_Campaign_Member.png

  • This Option will create a Campaign in Salesforce from your Marketing Automation that has the total number of Campaign Metrics from a specific Campaign.  This will not sync Campaign Members. 
  • To setup fields to see the total number of Campaign Metrics or the Summary please see this article linked.

After selecting the preferred Campaign Response Sync Mode in Step 1 of the Sync Profile, next, you can map the totals for the Campaign Response fields in Step 4 for the Campaigns you send out back to Salesforce.

Please note that the Campaign tab fields may vary based on the chosen Sync Mode selected in Step 1.

Syncing Mailchimp Hard Bounces to Salesforce

Hello there, thanks for dropping by!

If you’re here, then probably you are wanting to sync Mailchimp Hard Bounces to Salesforce.

You can do a few simple steps to set this up successfully!

Please note that if using Campaign Responses, then the field called Bounces will automatically come back into the custom field the integration creates called "Bounces." This applies to all marketing automation solutions we support today.

 

 

If "Bounces" goes from 0 > 1 > 2, then you can assume it is a Hard Bounce from the Campaign History metrics.

Mailchimp's API also supports mapping back "Hard Bounce" to Salesforce. You can see this in Step 4 of your Sync Profile. You can use a simple CRM Checkbox field or Hard Bounce custom field to map from the Mailchimp *Hard Bounce field, and that’s it!

 

 

Finally, if wanting to remove those in CRM, here’s what you can do:

  1. If using Mailchimp, you can run a report on the custom field “Hard Bounce”
  2. Then completely remove Hard Bounce records in Salesforce

Told you there were few simple steps!

If you encounter any snags, difficulties, or have any burning questions during the setup, don’t hesitate to reach out to us.

We are offering 24/7 support!

What level of user permissions does my NetSuite integration need?

Hi there!

Do you have any questions regarding the integration options?

Are you encountering challenges with your NetSuite integration and sync procedures?

Well, we are super delighted to inform you that we provide our NetSuite integration platform for any inquiries and guarantee our implementation solutions.

In case you are encountering any challenges, please feel free to send us your question(s) and our team will help out.

In the meantime, this inquiry sample with one of our subscribers might help you shed some light on your question too:

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?

If I am going to use the Enterprise plan and need to integrate Salesforce for NetSuite too what permissions do I need to add?

Cazoomi:

NetSuite will not allow using Administrator/Full access role for API starting 2019.1 but still allow the use of a custom role with Full permissions on some objects (Contacts, Customers, etc.).

Try out below the Best Practice for SyncApps integration setup for NetSuite role/permissions:

  1. Create a NetSuite Custom Role
  2. Assign required permissions to the NetSuite Custom Role (Permissions List based on integration)
  3. Assign the role to NetSuite username used in your SyncApps integration

 

Getting the hang of it? Now you get to have the specific PERMISSIONS LIST:

Please assign the following Global Permissions (Full) to the NetSuite employee's record for the user credentials, NetSuite Custom Role, used in SyncApps for Salesforce, Zendesk, and Handshake.  If you have not selected Global Permissions in NetSuite, then please enable this feature.

REQUIRED

1) Customers

2) Contacts

3) Customer Status

4) Custom Fields

5) Custom Body Fields

6) Custom Entity Fields

7) Custom Record Types

8) Custom Lists

9) Setup Campaigns (for Subscription sync)

10) Web Services

11) User Access Token (for Token-Based Authentication)

12) Transactions (if using this type of Saved Search)

13) Partners (if using this type of Saved Search)

Please continue scrolling down, you might have other integrations with SyncApps and might need to permit more lists.

 

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) Events

8) Custom Event Fields

9) Track Messages (for Comment sync)

 

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

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 Item Fields

4) Custom Transaction Fields

5) Find Transactions

6) Accounting Lists

Note:

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

SyncApps uses standard form only for updating Handshake external id field so the Standard Form should not be disabled.

You can always use a custom form as your preferred form as in NetSuite you can have more than one enabled forms.

Also, SyncApps will not integrate NetSuite inactive or Soft Opt-Out records.

Field Mapping:

Do you 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 is already mapped.

Try out in edit mode in your Sync Profile in step 4 which is Field Mapping.

Enable Additional Field Mappings

If you happen to 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 Organization 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 a 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 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 the 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 these following steps:

  1. Make sure that the saved search type is either Contact or Customer
  2. The saved search object type in the 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" checkbox 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 the 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 to recreate a new saved search based on the 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

*This is not applicable for Token-Based Authentication

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 a permission issue after setting the web service default role, please contact support@cazoomi.com to enable a setting that will allow specifying Role ID explicitly in SyncApps like in the following screenshot.

 

Role ID for Administrator is: 3

save image

 

Note: Adding permissions to a NetSuite role might not apply immediately so to remove the permission cache you will need to remove the role from the NetSuite user. Next, save the user then re-add the NetSuite role permission again.

Please do not forget to give us some feedback if our support was helpful. We strive to provide the best user experience from your feedback.

Zoho CRM Specific List Views integrated to your Marketing Automation Software

What is Zoho CRM List Views?

Zoho_CRM_List_Views.jpg

A List View is a grouping of records based on a defined set of criteria.  List Views are beneficial for displaying customer specific data according to your business requirements.  

Now imagine all of your List Views in Zoho CRM available to sync to the likes of Mailchimp Groups or Segments, Constant Contact Lists, Pardot, and many others!

SyncApps now has List Views feature rolled out!

For example, you may be interested in following-up on the leads created during the last week or review overdue tasks, or you may want to filter out big deals.  The best way to handle these scenarios is to filter the records using the list views. You can also use the List Views for changing record owners, deleting records in bulk and sending mass emails.

Zoho CRM provides a set of Standard list views that are ready to be used by all the users in your organization. In addition, you can also create list views and share with colleagues in your organization.

  • Standard List Views: You can modify the standard views and sort the order of the columns in the list. You cannot delete these list views.
  • Custom List Views: You can create, modify and delete the custom views and you can also sort the order of the columns in the list.

List views are categorized under Created By Me and Shared With Me. You can also mark list views that you often use as Favorites, and those will be listed first in the List View drop-down.

Just tap the Star next to a list view, and it will be available under Favorites.

Please see here for more information on Zoho CRM Help

How does it work with SyncApps?

  • In Step 1 of your Sync Profile, you will need to select "Sync Specific List Views" under the Sync Mode feature.  This will then create a Group/Segment or List under your specified Master List in Step 2 of the Sync Profile.
  • Please note that only the records under this Specific List View(s) will be synced to your marketing automation solution.  If wanting to sync all the List Views then just leave all the checkboxes inside of the pop-up menu for the Sync Specific List Views unchecked.
  • Then tap "Sync Now," or if you have finished updating your Sync Profile configuration, then you have to finally, Reset Sync Process and Resync.

 

 

Microsoft Dynamics 365 authentication methods and supported versions of Dynamics

Hi there, glad you could join us today!

We’ve received tons of queries about Microsoft Dynamics and Dynamics 365, and we thought it’s time we simplified these two platforms for you.

First, let us understand the simple framework of Microsoft Dynamics for an easy transition or flow.

What Is Microsoft Dynamics?

It is basically a branding platform used by the Microsoft Company.

It incorporates both the Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) software applications.

The aim is to create a medium for specialized services.

Which Versions Are Supported By SyncApps?

  • All versions including 4.0, 2011/2013/2015/2016 Online & On-premise
  • Dynamics 365 (CRM, Dynamics 365 Enterprise) Online & On-premise

Here are the sync and integration options that can use Microsoft Dynamics for Leads, Contacts, and Accounts.

dynamics_2.gifDynamics_365.jpeg

Now let us dig into the features of both versions:

  1. Microsoft Dynamics CRM 4.0
  1. Microsoft Dynamics CRM 2011/2013/2015/2016 and Dynamics 365 (CRM 2017) v9, Dynamics 365 Enterprise

 

Using Active Directory for Dynamics CRM Authentication

SyncApps only supports Dynamics CRM Online and ADFS authentication currently.

For example, you could try using our Microsoft Dynamics CRM 4.0 as an alternative for Dynamics 2011 that supports Windows authentication. It can connect to the legacy endpoint available.

Note:

  • CRM 4.0 web services endpoint will be deprecated if you upgrade using Windows authentication to Dynamics CRM 2013 or above. It means that out Dynamics CRM 4.0 SyncApps will not work after the upgrade.
  • Dynamics 365 Enterprise SyncApps versions for 2013/2015.2016 only supports Active Directory Federation Service (ADFS) authentication for on-premise CRM currently.
  • We also do not support Windows authentication for Dynamics CRM 2011.

Here is an example of how your CRM 4.0 web service URL for your site will look like.

 

Do You Need To Find Out Your Web Services URL?

You can easily find out your web services URL by trying our feature that is featured in Step 1 of your Sync Profile setup.

https___syncapps_cazoomi_com_sync_profile_edit_profileId_1021888041_step_config_mscrm_wizardId_6d826132_3fe1_47f3_afc9_c75f397f936e1517659086343.png

In case you are having any trouble or your system does not use the above configuration, contact our support team with authentication type and test credentials for connection testing.

We’re always happy to help!

Note: if you host your CRM with a vendor other than Microsoft, try our URL checker in step 1 of your Sync Profile set-up.

*Web Service URL (Organization Service)

*SyncApps supports Federated Authentication for Dynamics CRM Online.

Microsoft Dynamics CRM 4.O Configuration

You’ll be glad to know that we offer various authentication approaches to help with configuration.

  1. Windows Integrated Authentication

Expose your CRM server to the internet so that SyncApps can access it. Ask your IT team to expose your server to the public internet if you are using an internal facing CRM server. You will be able to use our SyncApps.

Our SyncApps will only support authentication on Dynamics CRM 4.0. If you are having trouble accessing your hostname, switch from using VPN (your PC is part of the company network) to ping it. Consult with your IT team if you still encounter the error after you ping it. They will open your CRM server enabling public access without VPN.

Configure your company’s firewall to allow secure connection from our SyncApps server only (SyncApps Trusted IP addresses).

  1. Internet Facing Deployment (Form-Based Authentication)

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

  • Web service URL

The URL ends with /mscrmservices/2007/CrmService.asmx

  • Discovery service URL

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

Microsoft Dynamics CRM 2011/2013/2015/2016 Configuration

It includes the following authentications:

  1. Claims Based Authentication (Active Directory Federation Services -ADFS)

You will need to specify 2 URLs:

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

Consult with your IT support in case of any challenges.

  1. Dynamics CRM 2011 Online or 2013/2015/2016 & Dynamics 365 (CRM 2017) Online, Dynamics 365 Enterprise

Finding a unique organization name for CRM 2011/2013/2015/2016 & Dynamics 365 (CRM 2017), Dynamics 365 Enterprise and 4.0

orgname.png

  1. Go to CRM.
  2. Select Settings on the menu
  3. Select Customizations under Settings menu then click Developer Resources

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

11-27-2013_6-14-20_AM.png

  1. The unique organization name is listed.

11-27-2013_6-16-01_AM.png

 

Error 400 : Your merge fields were invalid
01 Nov 2017 05:44:36 ERROR Error for the record: john@cazoomi.com, message: Your merge fields were invalid.[{field=JOBTITLE, message=Please enter a value}], code: 400

*Sample error only

The error above occurs when the required field in your CRM is blank when synced to Mailchimp.

How to overcome this issue?

Option 1: Fill in the required field in CRM then Reset Sync Process and Resync.

Option 2: Make the field as "not required" in CRM so that the error will not appear in Mailchimp.

Checkbox sync with Pipeliner to your Marketing Automation Software

Do your requirements call for syncing Checkboxes from Pipeliner records to Constant Contact, Mailchimp or Act-On?

By using our powerful Filtering and Segmentation feature, this can now be achieved!

Individual Checkbox Field

Head to Step 5 of the Sync Profile then set the criteria for Filters to (Name of Checkbox) and select the operator to "Is True (Checkbox Checked).

 

https___syncapps_cazoomi_com_sync_profile_edit_profileId_951346529_step_config_filter_new_wizardId_7c637d72_71d1_4d20_ae53_0027a06c92c91513826480005.png

 

Once the changes have been made, then please press Save, then Reset Sync Process and Sync Now. 

Multi Checkbox Field

In this case, please use "Contains" operator. For example, you want to create a segment that contains all records which have ACME checked you can use criteria:
"Tradeshow 2017 Contains ACME"

 

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Managing Custom Fields in Constant Contact

Hey there, thanks for stopping by!

If you are here then you’ve probably been having a bit of trouble setting up your own Sync Profile with SyncApps, right?

Well, you’ve come to the right place!

Granted, the process does seem a bit tricky, but with the right guidance, it really can be a walk in the park.

So stick around and let us walk you through this painless process.

What we’ve done is put together an easy-to-follow step-by-step guide that will ultimately enable you to sort out your main issue as well as other queries, such as:

  • Which custom fields specifically in Constant Contact can be mapped in Step 4 of your Sync Profile
  • Which custom fields created in Constant Contact do not show up over in SyncApps Constant Contact Field list even after refreshing fields.
  • How to see the Constant Contact custom fields in the additional field mapping while trying to map custom fields in both systems. This could be giving you problems even after refreshing so that the newly created fields do not show up.
  • What to do when Fields are being displayed with Standard Naming in Cazoomi (custom_field_1-- custom_field_15) but not with the name you used to create in Constant Contact.
  • How to import Custom Fields from the signup form, back to the Contact/Account/Lead/Targets
  • What to do when a Custom Date Field you named "Subscribed Date" in Constant Contact is not available in the Cazoomi Field Mapping Section to map it to Salesforce.
  • How to change the labels of the custom fields when performing the field mapping as you set up a SyncApps profile (example: instead of using Custom Field 01, Custom Field 02, Custom Field 03, you want to customize it to your liking, for example using labels like Channel for custom field 01, and Record Type for custom field 02)

Well, we heard you, and we’ve got answers to these questions and more.

Don’t worry; it’s really not that complicated.

We want to take you through a step-by-step process. Trust me; it’s going to be a breeze after this.

Let’s start off with mapping back Bounce Reason and Bounce Date to CRM.

You can do this in Step 4 as Text Field Typed and Date Type using an existing field.

Try changing your field on the Salesforce side to a Text field to capture "Bounce Reason" which is text type in Constant Contact.

Do you prefer to use a Custom Unsubscribe field in CRM?

If you do, then that’s fine, just call our 24/7 support and our team will instantly turn this feature on to map in Step 4 today. Simple, right?

 

save image

It gets even better.

Check this out.

You can also choose to do Additional field mapping or not.

We’ve made it easy for you by mapping the Basic Contact fields including Email Address, Name, Address, Company Name, and Phone.

 

This makes it convenient.

Here’s another interesting bit.

Do you wish to use Custom Fields in Constant Contact?

No worries, we’ve got you covered! Listen to this - 15 custom fields for you to choose from! Now that’s a whole lot to choose from, which is great.

However, if you choose to add a custom field in Constant Contact, it will not add any functionality to the 15 already available Custom Fields that the current constant Contact API allows.

In Constant Contact, only 15 Custom Fields are allowed.

However, it’s not all gloom and doom for those willing to add since you can map the 15 fields to match your fields in CRM.

In order to get this rolling, this is what you need to do:

Here are the steps:

  1. Add a new Custom Field and name it Custom Field 1
  2. Add a new Custom Field and name it Custom Field 2 and continue as needed

 

Custom_Field_Mapping.png

When doing all this, make sure you jot each field label (COMM STEM = Custom Field 1) down to be used in your Sync Profile.

This will help map the 1-15 custom fields available to your CRM field(s).  You will need them as Constant Contact only supports the naming of custom fields 1-15 as shown above.

 

https___syncapps.cazoomi.com_sync_profile_edit_profileId_890347065_wizardId_291bd153_9cb8_4155_ad67_0191f8d344081504747090902_step_config_mapping.png

 

Did we answer your question? I hope we did.

Have you tried setting up your own Sync Profile with SyncApps?

Let us know if you hit any more snags by emailing us at support@cazoomi.com. We are ready 24/7 to answer all your questions.

 

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