When you set up a contact sync between two apps with Outfunnel, three key events determine what happens to a contact in the destination app:
When the contact first matches the filter
Ongoing changes aka field changes (while the contact is in sync)
When the contact stops matching the filter.
This article provides a complete reference of what happens when contacts starts matching and stops matching the segment so you know exactly what to expect.
Sync actions by destination app
Base action
Outfunnel first looks for an existing lead/contact/row/item based on the email address. If found, a link is created with the existing object.
If an existing object is not found a new object is created.
If multiple objects are found with the same email address then the link is made with the oldest contact and no duplicates will be created.
Additional actions
Optionally update field(s) in the destination app with a custom value
Additional unique actions in the below table
Destination app | When contacts starts matching | When contact stops matching | Notes |
Pipedrive | Find or create contact | No action |
|
HubSpot | Find or create contact | No action |
|
Salesforce | Find or create lead/contact | No action |
|
Copper | Find or create lead/person | No action |
|
Monday.com | Find or create item | Archive from board |
|
Google Sheets | Find or create row | Remove row |
|
Airtable | Not available as destination | Not available as destination |
|
Attio | Find or create contact | No action |
|
Mailchimp | • Find or create contact | Unsubscribe, archive or do nothing | Manually unsubscribed and archived contacts are resubscribed on initial sync. To avoid this remove them from the source segment. If any contacts are archived after the sync but nothing changes in the CRM then they will not be resubscribed. |
Active Campaign | • Find or create contact | Unsubscribe from list | Bounced, opted-out, or manually unsubscribed contacts are not resubscribed |
Klaviyo | • Find or create profile • Subscribe to SMS (optional) • Subscribe to Email (optional) | • Remove from list | Suppressed contacts are never resubscribed |
GetResponse | • Find or create contact | Removed from the list | Hard bounced and unsubscribed contacts are not added back |
Brevo | • Find or create contact • Subscribe | Remove from list but do not blocklist | Blocklisted contacts are not resubscribed |
MailerLite | • Find or create subscriber | Remove from group but do not unsubscribe |
|
Constant Contact | • Find or create contact • Subscribe | No action. Stays subscribed and on the list |
|
FAQ
What happens when you remove a sync rule or change the target segment?
Regardless of the destination app, contacts are not removed or unsubscribed when you delete the contact sync rule or change the target segment. The "stops matching" behavior described above only applies when individual contacts fall out of the sync rules due to changes in their data.
What happens when I merge a contact?
Outfunnel also supports merging contacts with the same email. After you've merged a contact you may see the contact getting unsubscribed from the destination app if the contact you merged to was not in sync but they will get resubscribed in the next sync given that the email address is the same.
Need help?
If you have questions about how a specific sync behaves, reach out to us via the chat icon on the bottom right of this page or email support@outfunnel.com.