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.
💡 Brevo, Mailerlite and Hubspot marketing are not yet supported
Step 1
The first step is to collate the new subscribers to a list, segment or apply a tag so that you can easily target them in Outfunnel. Here's how to set it up per platform:
Klaviyo
Create a new form or edit an existing form
Choose the list
Complete the form and set it live
Mailchimp
Create a new form or edit an existing form
Choose the list
Complete the form and apply a specific tag (ie new submission)
Set it live
ActiveCampaign
Click Website > Forms on the left menu in ActiveCampaign and create a new form or edit an existing form
In the Options menu choose to subscribe the contact to a list
Complete the form and set it live
Step 2
Pipedrive/HubSpot x Klaviyo/Mailchimp
Create a new contact sync in Outfunnel between the desired apps
Choose contact sync
Choose marketing tool > CRM as the sync direction
Choose the marketing tool list/segment/tag
Map the fields
Activate
To test, simply submit the form and click on "Sync now". Note that Outfunnel checks for new data automatically every 2 hours.
Other apps
Create a new contact sync in Outfunnel between the desired apps
Choose contact sync
Choose the list/segment/tag in the New subscriber section
Map the fields
Activate
To test, simply submit the form and click on "Sync now". The sync is instant