CRM Sync Actions
I'm happy to announce an excellent new feature in Paminga: CRM "Down-Sync" Actions.
As leads and contacts are synced "down" to Paminga from your CRM, you can now have Paminga take actions automatically as those records are synced!
"Down-Sync" Actions are actions that take place are records are synced "down" to Paminga from your CRM.
Contrast this with "up" sync actions that take place when Paminga creates or updates records in your CRM during an "up-sync".
Available Actions
The list of actions Paminga supports continues to grow. As of this writing, you may trigger the following actions on down-sync:
- Set Field Values
- Adjust Lead Scores
- Set Lead Stage
- Add to Marketing Lists
- Remove From Marketing Lists
- Add to Subscription Lists
- Remove From Subscription Lists
- Add to Drip Series or Workflow
- Remove From Drip Series or Workflow
- Sunset Contact
- Un-Sunset Contact
Triggered Globally or Conditionally
CRM down sync actions may be triggered:
- Globally: for every lead/contact that is synced
- Conditionally: only when a given lead/contact meets conditions of your choosing
This is crazy powerful! Check out the use cases below.
Global & Conditional CRM Down-Sync Actions
Amazing Use Cases
We've already seen some pretty cool use cases implemented by customers who used down sync actions during beta testing:
What Do You Think?
Hit me up on LinkedIn or Twitter with your feedback or suggestions!
I guarantee I'm listening 🙂
