This article contains a running list of all currently published Quick Starts in the Syncari Quick Start Library.
Prerequisites
Where is the Quick Start Library?
Log into Syncari and navigate to Sync Studio.
You'll find the library under the Quick Starts tab.
Currently Available Quick Starts
HubSpot Account Deduplication
- Synapses: HubSpot
- Requires: Company Domain
- Deduplicate: on Domain
- Merge: Most complete record is selected as the winner (record with most data points)
HubSpot Contact Deduplication
- Synapses: HubSpot
- Workflow: Lower case all Email Addresses
- Deduplicate: on Email Address
- Merge: Most complete record is selected as winner (record with most data points)
Salesforce Account Deduplication
- Synapses: Salesforce
- Requires: Account Website
- Workflow: If Domain is Empty, Extract Domain from Website
- Deduplicate: on Domain
- Merge: Most complete record is selected as winner (record with most data points)
Salesforce Contact Deduplication
- Synapses: Salesforce
- Workflow: Lower case all Email Addresses
- Deduplicate: on Email Address
- Merge: Most complete record is selected as winner (record with most data points)
Salesforce Lead to Account Matching
- Synapses: Salesforce
- Will Create Pipelines: Account, Contact, Lead
- Workflow:
- Lower case all Email Addresses
- Extract Lead Domain from Email Address
- If Domain is Empty, Extract Domain from Website
- Try matching lead to existing contact by Email, if found, convert lead into existing contact
- If not found, try matching Lead to Account by Domain, if found, convert lead into a new contact associated to the account
The above Quick Starts are only scratching at the surface of what's to come! Check back soon for more.