Connect the Software that runs your Business

Create Sync Profile

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

Next

Create Sync Profile

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

Next

Enter Profile Name

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

Next
Enter Profile Name

Enter Profile Name

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

Next

Enter Salesforce Credentials

Grab your Salesforce credentials and if you have questions please hover over any SyncNote tooltip to get more information.

Next
Step 1

Enter Salesforce Credentials

Grab your Salesforce credentials and if you have questions please hover over any SyncNote tooltip to get more information.

Next

Enter Constant Contact Credentials

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

Next

Ready to get started?

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

REQUEST A LIVE DEMO CLOSE
Step 2

Enter Constant Contact Credentials

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

Next

Ready to get started?

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

REQUEST A LIVE DEMO

Sync Add-ons

The SyncApps Add-On screen allows you to select those you want and more for each App you connect.

Next
Step 3

Sync Add-ons

The SyncApps Add-On screen allows you to select those you want and more for each App you connect.

Next

Field Mapping

Field mapping from your chosen App 1 & App 2 allows you to update existing records or new records with ease.

Next
Step 4

Field Mapping

Field mapping from your chosen App 1 & App 2 allows you to update existing records or new records with ease.

Next

Filter & Segmentation

Filtering takes CRM records, filters based on the specified criteria and syncs the records into your target application.

Segmentation syncs records from each defined segment into separate lists.

Next
Step 5

Filter & Segmentation

Filtering takes CRM records, filters based on the specified criteria and syncs the records into your target application.

Segmentation syncs records from each defined segment into separate lists.

Next

Sync Scheduling

Sync scheduling can be set up on paid plans. Sync on-demand is available on all trials to allow quick testing of your Apps integration.

Next
Step 6

Sync Scheduling

Sync scheduling can be set up on paid plans. Sync on-demand is available on all trials to allow quick testing of your Apps integration.

Next

Sync Now

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

Finish
Sync Now

Sync Now

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

Finish