Salesforce

Integrate Salesforce with your Marketing Automation platform, segment your data automatically, and align marketing with sales.

Integrate Salesforce 28 Days | No credit card required | Cancel anytime
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See What You Can Automate

Salesforce to Constant Contact
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Salesforce to Mailchimp
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Salesforce to Klaviyo
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Salesforce to Eventbrite
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Salesforce to ActiveCampaign
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Facebook to Salesforce
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NetSuite to Salesforce
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Salesforce to Act-On
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Salesforce to Infusionsoft
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Salesforce to Relias Learning
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Salesforce to TalentLMS Learning
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Salesforce to MIR3
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How it works

Start automating

Setting up multiple automations is super simple. First, select the software you use to get started and name the automation.

After connecting your software, choose the workflow automations that match your use cases and integration requirements. In each Step, let our smart integration suggestions based on your chosen use case, lead you to each prebuilt automation your business needs today.

That's it! Now, you'll be able to move through the next few Steps to select more workflows your business might need.

Full Sync

The Full Sync feature will power up your sales and marketing workflows by automating the process of removing records from your marketing software when your CRM records no longer match your syncing criteria.

The Full Sync can be scheduled to run Daily, Weekly, Monthly or done manually per integration.

True up your CRM and Marketing solutions efficiently.

Field Mapping

Basic fields such as Email Address, Name, Title, Address, Company Name, Phone Number, and Email Opt Out fields are already pre-mapped. Additional custom field mapping, field expression mapping, and overriding of fields like Email Address or Unsubscribe are available under "More Options".

Bidirectional updates of existing records or new records is easy to do in this step. Be sure to press Reset Sync Process after adding new field mapping so all your data will be re-synced with the new field mappings.

Filter & Segmentation

Filtering takes your records and filters them based on your chosen criteria.

Segmentation creates Tags, Groups or Lists automatically based on your filtering criteria. The use of Field Expression Mapping is supported. See some cool Filtering and Segmentation use cases here.

Sync Scheduling

Sync Scheduling can be set up to completely automate your integration, so you do not have to run it manually. Sync On-Demand is available to allow quick testing of your software's integration or to make it so you can manually run your automation.

Set the time it runs, day of the week, or any schedule you choose. If you want to sync your marketing metrics in real-time, then head to scheduling for this option.

Plans that scale with your team

Streamlined | Automated | 24/7 Support

 
Bundle+ Built for small businesses or nonprofits seeking to increase their sales, donations, and align marketing data                            
$ 49 99
USD | Per month
Billed yearly at $479.90/yr. 20% discount
1
What's included
  • Unified dashboard with 50+ prebuilt workflows. These workflows can automate the data flows necessary for increasing sales, donations and aligning marketing strategies, eliminating the need for manual intervention
  • 1 Set Up, integration, which involves use case settings, mapping fields, and scheduling to automate any data integration process easily
  • Automate a single integration use case for Salesforce, Nonprofit Success Pack/Nonprofit Cloud or NetSuite for Mailchimp, Klaviyo, ActiveCampaign, Constant Contact, and others
  • Sync up to 10,000 records of sales, operations, nonprofit and marketing data per month to enhance the visibility across departments
  • Capture data hourly or 12, 24 hour sync intervals
  • Review Reports Logs with sortable reporting periods up to 30 days
  • Streamline record syncing from your CRM using Filtering and Segmentation with precise criteria by creating up to 1 Filter and 1 Segmentation
  • Sync your data with a simple click, saving valuable time when it's crucial to launch marketing campaigns or transfer sales data to your marketing department
  • Our team is available during business hours to assist you with any use case through our email support services
 
Basic Designed to drive more sales, align marketing, and boost donations for your growing business, nonprofit, or institution
$ 99 99
USD | Per month
Billed yearly at $959.90/yr. 20% discount
2
Everything in Bundle+, plus
  • Unified dashboard featuring 250+ prebuilt workflows enabling your team to easily select automations that best suit your requirements for seamless integration deployment
  • Create up to 5 Set Ups to automate the software you use daily with up to 2 team members
  • Automate multiple bidirectional integration use cases for Salesforce, Nonprofit Success Pack/Nonprofit Cloud or NetSuite for Mailchimp, Klaviyo, ActiveCampaign, Constant Contact, and others
  • Sync up to 1 million records of sales, operations, and marketing data per month to enhance the visibility across departments
  • Capture data in near real-time with data sync intervals of 5 minutes
  • Collaborate with up to two team members to build bidirectional automations with built-in workflows, scheduling, reporting, use case examples, and more
  • Streamline record syncing from your CRM using Filtering and Segmentation with precise criteria by creating up to 10 Filters and 10 Segmentations
  • Sync your marketing data back to your CRM each time an integration runs with Unsubscribes, Clicks, Opens, Bounces, Links Clicked, Open and Click Rates, with valuable marketing data insights for your sales and operations department
  • Our team is available round the clock to assist you with any use case through our email support services
Live Calls
Professional Expand collaboration within teams using our data integration advanced features with 24/7 live call support
$ 149 99
USD | Per month
Billed yearly at $1,439.90/yr. 20% discount
100
Everything in Basic, plus
  • Create and manage up to 10 Set Ups with 100 team members
  • Sync up to 10 million records of sales, operations, and marketing data per month
  • Scheduled syncing at intervals of 2 minutes and days of the week flexible scheduling options
  • Control opt-out management by incorporating a custom bidirectional unsubscribe field in your automation
  • Enable the synchronization of checkbox values between applications, ensuring data consistency and accuracy
  • Ensure the quality of your sales and marketing data is not lacking with filtering duplicate records from Salesforce
  • Drive data best practices with expression field mapping between systems
  • Easily connect Multiple Group Categories on a Mailchimp Audience and Multiple Lists on Constant Contact, ActiveCampaign, HubSpot, and more
  • Minimize integration runtime, with 10 integrations working at the same time for you
  • Enhance organizational efficiency by gaining valuable insights from 6-month historical Report Logs
  • Sync specific Campaigns or Lists relevant to your day-to-day business back to CRM to improve targeting that leads to higher engagement and success rate
  • Filtering and Segmentation with 25 Filters and 25 Segmentations
  • Sales and Marketing teams gain access to 5 hours of support calls each year to discuss use cases and data flows
 
Agency Perfect for small or large teams, consultants, and agencies managing integrations
$ 399 99
USD | Per month
Billed yearly at $3,839.90/yr. 20% discount
500
Get in touch
Everything in Professional, plus
  • Discover and build new automations around your use cases with a dedicated account manager and live-call support
  • Support complex use cases with Unlimited Set Ups to scale
  • Sync up to 100 million records of sales, operations, nonprofit and marketing data per month
  • Automate syncing schedules down to every 2 minutes and the day of the week, or choose flexible syncing options such as syncing in intervals of minutes, hours, or days
  • Come together with unlimited team members and integration support with a shared Slack channel
  • Up to 12 months of custom data log retention
  • Enhanced metrics visibility with unlimited historical Campaign Metrics and integration start date settings control
  • Landing page field optimization back to CRM using Static Text mapping
  • Reduce multiple automation runtime lags by running 25+ integrations simultaneously
  • Access to phenomenal 24/7/365 support & SLAs
  • Retrieve historical campaign data from your marketing automation platform, spanning months or years
  • Scale Filtering and Segmentation with precise criteria by creating unlimited Filters and Segmentations
  • Customize your integration to suit your use cases by collaborating with our specialists. Our team will assist in incorporating additional features into your automation, ensuring it meets your use cases
We offer a 25% annual subscription discount on all plans for all Nonprofits, Education, Medicine, and Governmental Institutions. Learn more.
What’s included in each plan? Let's compare
  • Bundle+
  • Basic
  • Professional
  • Agency
Plan Comparison
Bundle+
$ 49 99
USD | Per month
Billed yearly at $479.90/yr. (20% discount)
Basic
$ 99 99
USD | Per month
Billed yearly at $959.90/yr. (20% discount)
Professional
$ 149 99
USD | Per month
Billed yearly at $1,439.90/yr. (20% discount)
Agency
$ 399 99
USD | Per month
Billed yearly at $3,839.90/yr. (20% discount)
platform
Bundle+
Basic
Professional
Agency
250+ Prebuilt Workflows There are over 250 prebuilt workflows included in every SyncApps. These workflows can automate the data flows necessary for increasing sales and aligning marketing strategies, eliminating the need for manual intervention.
50+ prebuilt workflows
Integration Set Up Integration Set Up refers to the configuration process of two software automations, which involves adjusting settings, mapping fields, and scheduling. By duplicating a Set Up, you can easily automate any data integration process to enhance the efficiency of your business.
1
5
10
Unlimited
Number of Records to Sync Sync 10,000 to 100 million records of sales, donations, operations, and marketing data per month to enhance visibility for your business.
10 Thousand Records | month
1 Million Records | month
10 Million Records | month
100 Million Records | month
Advanced Features
Bundle+
Basic
Professional
Agency
Sync on Demand Easily sync your data at any time with a simple click. Save valuable time when launching your marketing campaigns or transferring sales data to the marketing department is crucial.
Custom Unsubscribe To ensure efficient bidirectional mapping and opt-out control, incorporate a unique unsubscribe field in your automation. By doing so, you can automatically handle unsubscribe requests without manual intervention, preventing any unintended communication with individuals who have opted out.
Checkbox Field Mapping Synchronization of checkbox field values between applications, ensuring data consistency and accuracy.
Expression Field Mapping Refine data management by implementing expression field mapping across systems via mapping data using expressions and conditional statements.
Mailchimp MultiGroups And Advanced Segmentation Efficiently move CRM records to Mailchimp Groups based on your integration's specified Mailchimp Group Category for each Mailchimp Audience.
Sync Specific Campaigns to CRM Complete control over which Campaigns sync to CRM based on testing a use case or controlling data flow back to CRM.
Sync Specific Lists Enhance marketing insights by automating the data flow from specific list(s) back to CRM.
Filter & Segmentation Control how data flows to a subset of records based on specific criteria and/or a list, group or tag. Use 5, 10 to unlimited filters and segments.
1
10
25
Unlimited
Static Text Field Mapping To boost campaign efficiency, map a value from your webpage forms or marketing automation lead records back to your CRM. This will help designate the source of the record, lead or its attribute.
Concurrent Automations Runtime To optimize automations and reduce runtime, you can now run integrations concurrently within your account. This allows for the simultaneous execution of multiple integrations.
5
25
Report Logs Enhance organizational efficiency by gaining valuable insights from historical Report Logs from 30 days, 180 days or one year.
30 days
30 days
180 days
1 year
Override Email Field Mapping You can effortlessly connect the native email field in your marketing system with a personalized email field in your CRM, allowing for two-way synchronization.
Unlimited Historical Campaign Metrics Retrieve historical campaign data from your marketing automation platform, spanning months, years, or even longer periods.
Administration & Controls
Bundle+
Basic
Professional
Agency
Sync Scheduling The scheduling of data syncing is based on your plan, which can be set to 5 minutes or 2 minutes to capture real-time business data or other preferred intervals. Days of the week and time of day are options.
Hourly or 12, 24 hour sync intervals
5 minutes
2 minutes and Flexible
Day of the week and Flexible
Team Members Ensure that all team members from your organization can collaborate effectively by adding team members responsible for setting up automation.
1
2
100
500
Agency Level Service Level Agreement The Custom Service Level Agreement encompasses support, service, build time and other benefits specifically tailored for subscribers at each Agency level.
Dedicated Integration Success Team We provide round-the-clock support via phone, chat, and email to assist your team with implementing best practices and workflows. Our 24/7 Support team also offers support case prioritization when you contact us.
5 hours of scheduled support calls Sales and Marketing can team up by conducting 5 hours of support calls each year to discuss use cases and data flows.
Tailored Solutions Customize your integration to suit your specific needs by collaborating with our integration specialists. They will assist in incorporating additional features into your automation, ensuring it meets your use cases.
24/7 Support Our team is available round the clock to assist you with any use case through our email support services.
Business hours support
 
Get in touch

Customer stories

25K+
The Company We Keep Across The Globe

Syncing our Salesforce lists with Constant Contact to send email newsletters and announcements has been simple with SyncApps. It saves us a ton of time having to create the lists manually.

Storey S.  |  Greenway Health

I like that this has allowed us to have an easier time integrating our CRM solution to our email marketing software and has simplified our workflow for us.

Jillian K.  |  RIEGL USA

Support has been excellent. I am new to these systems and have had a lot to learn in a short space of time and their NetSuite and Mailchimp expert has been very helpful and supportive on a daily basis, every time I have a problem.

Chris Barter  |  Ruffwear

We needed a way to make 100% sure that when we email our customers, our Salesforce users know that every time the right persons are involved in the mailings. It’s a flat-out reliable solution for our company without spending too much money on integration tools that offer much more functionality than we need

Walter Stegen Walter Stegen  |  CRH

Great Solution, Excellent Support, Super Fast Support, Allows us to integrate systems that don't otherwise talk to each other. Integrating Marketing & CRM systems. Increased quality of communications, speed & efficiency of our email marketing systems

Ben Irvin Ben Irvine  |  Seven Miles Coffee Roasters

Use SyncApps to sync campaign members from Salesforce to Constant Contact for social sharing of campaigns for increased profits.

Matthew B.  |  Winston-Salem Rescue Mission

My favorite tool for Salesforce - MailChimp integration. A fully-featured and flexible integration tool that I can quickly implement and customize for individual organizations' needs

Stephanie K.  |  Redpath Consulting Group

Flexibility and customization of the tool. Responsiveness of the team. Advanced mailing list management and synchronization between Salesforce and MailChimp

David D.  |  Nexell GmbH

Using Syncapps for Salesforce to Mailchimp Sync and EventBrite sync. Genuinely blown away by the power of the product and the responsiveness of the team to all of my questions.

Danny B.  |  Science Gallery International

Integrating the Language field from Mailchimp to Salesforce for our marketing works great!

Jay C.  |  The Vines of Mendoza

The tech support is fast, efficient, and always helpful. I love working with their team. They are always willing to work with us and ask the right kinds of questions to make sure we are implementing the proper solution in the best way possible

Margo G.  |  Handshake, Product Manager

I was super impressed with the knowledge and assistance that I was provided. Help was swift.

MKatie R.  |  Commercial Coordinator at SACO AEI Polymers
Real talk, real subscribers

Frequently Asked Questions

After entering our free trial, you will create a SyncApps account and immediately be able to upgrade your account to purchase SyncApps. You can pay by credit card, ACH or Wire. POs are accepted by our support staff for yearly invoice subscribers.

When you sign up for your trial of SyncApps, you'll have access to all features on the SyncApps Platform. If you want to trial a specific plan, just contact our support. At any point during the trial you can choose a plan and pay by credit card from within your SyncApps account. At the end of your SyncApps trial, your data automations remains intact. You can login and select a plan to purchase at any time and upgrade or downgrade on a prorated basis. Plans are month-to-month or annual. You can upgrade/downgrade or make changes to your plan at any time (however refunds are not given for cancellation or downgrades).

Yes, we can migrate all your (API-supported) data even if the data already exists prior to using SyncApps.

Yes, the SyncApps Platform integrates your data bi-directionally from your key software to other software in your organization, as long as the data or field(s) are API-supported. Connecting multiple software is easy using our point and press platform which allows multiple automations.

Absolutely! Just book a free call with our dedicated Support team here. We can help you narrow down the right software integration flows for your organization.