Managing customer information across different tools can be frustrating and time-consuming. Having your client data automatically synced between your operations and marketing systems helps you stay organized and saves you hours of manual work.
📌 Why This Matters
Keeping your client contact details updated and consistent across all platforms means fewer errors, less duplicated effort, and a smoother experience for both you and your customers. When your business operations and marketing tools “talk” to each other, you can spend less time managing information and more time serving your clients.
✨ What’s New
- Two-way Sync for Client Information: Your client’s first name, last name, email, phone number, address, tags, and other key details stay aligned automatically between systems.
- Bulk Setup: Easily connect the sync feature once and have it work across all parts of your business without redoing setup every time.
- Ready-to-Use Templates and Workflows: Use prebuilt email and messaging templates to get started quickly without extra setup.
- Historic and Live Syncing: Import past client data starting from a date you pick, and keep new client information updated going forward.
- Accurate Client Matching: Even when emails or phone numbers change, the system keeps your records linked correctly by using unique client IDs.
🛠️ How to Use It
- Step 1: Select your apps or tools where you manage customer and marketing information and look for an option to connect or sync them.
- Step 2: Set up the connection by choosing when you want to start syncing past data.
- Step 3: Confirm the tools have access to your client data and start the sync.
- Step 4: Monitor your systems to make sure new client info is updating automatically without extra work from you.
💡 Pro Tip
When your client data stays synced and accurate, you can create more personalized follow-ups and offers, leading to stronger customer relationships and increased sales.
