What is the sync?

Our integration can push data back and forth between Campaign Monitor and Salesforce. The installation and initial connection process limit the sync so that you can be selective in what you set up and importantly gives you total control on data movement.

Campaign Monitor to Salesforce
Just after you have installed and connected Campaign Monitor to Salesforce we will begin to push data from Campaign Monitor to Salesforce. This happens, by default, every hour. We refer to this process as the primary sync. The primary sync itself is made up of a few scheduled APEX batch jobs to make the process as efficient as possible and respectful of Salesforce limits. The data the primary sync first pushes over is the following:

• Campaign Monitor Account
• Campaign Monitor Subscriber lists
• Campaign Monitor Subscriber list members
• Campaign Monitor Subscriber list members status changes i.e bounces or unsubscribes.
• Campaign Monitor Email tracking history

It is worth noting the data we push from Campaign Monitor to Salesforce is stored in custom objects within your Salesforce Org.  So when you connect we are simply pushing a copy of your data from Campaign Monitor to Salesforce and then storing that in your custom objects.  The point is the process and your data is very ring-fenced. Campaign Monitor subscriber list membership and email tracking history records will be linked to a matching Salesforce contact or lead if a match can be found. General Settings information  

Optionally we can update or create Salesforce contacts or leads based on incoming Campaign Monitor data. To learn more please click here.

Salesforce to Campaign Monitor
If you want data to flow from Salesforce to Campaign Monitor you would then set up something like our import wizard. The import wizard can add Salesforce records from a source like a report or a list view to Campaign Monitor. It can also update custom field values if mapped. Again the key point here is that for data to flow from Salesforce to Campaign Monitor, you first need to set up an import.