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πŸ§‘ How to sync new marketing tool subscribers to your CRM

Sync new marketing list subscribers to your CRM

Updated over 2 weeks ago

Here's a simple guide on how to use Outfunnel's contact sync to move new marketing tool subscribers to your CRM. This works when you add the contact manually or if they subscribe through a form.

How to guide

  1. Collate the new subscribers to a list, segment or apply a tag so that you can easily target them in Outfunnel. You might do this via a form, an automation or manually

  2. Create a new contact sync in Outfunnel between the desired apps

  3. Choose contact sync

  4. Choose marketing tool > CRM as the sync direction

  5. Choose the marketing tool list/segment/tag

  6. Map the fields

  7. Activate

To test, simply submit the form and click on "Sync now".

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