Salesforce Marketing Cloud — CRM Contact Sync

​

What is it?

You can now have confidence that the contact data within your Salesforce Marketing Cloud CRM is up-to-date with CRM Contact Sync. Through direct integration with your Salesforce Marketing Cloud instance, the Komo Engagement Engine can push new contacts and contact updates directly to Salesforce Marketing Cloud. Run a sync manually with Sync now, or set a Sync frequency so it runs on a schedule.

​

How do I set it up?

​

Step 1: Connect to Marketing Cloud and Create a Data Extension

• Navigate to Account Settings by clicking the Workspace initials in the top right corner and clicking Account Settings.
• (1) Click Connected Apps.
• (2) Select Connect next to the Salesforce Marketing Cloud Connected App.

• (A) Here you can insert the CRM Domain Name from your CRM instance.
• (B) Insert the Client ID/consumer key from the connected CRM.
• (C) Here you can paste in the Client Secret of the connected CRM.
• (D) Click Test under Test Connection. If the connection is successful, you will see a green Connection Successful message.
• (E) Click Connect.

Now, you’ll want to create a Data Extension in Marketing Cloud. This is where the Komo Engagement Engine will push Contacts. Follow these instructions to create your Data Extension.

​

Step 2: Create CRM Sync

• Navigate back to your workspace.
• (1) Click on CRM.
• (2) Click Syncs.
• (3) Click the + Create Sync button.
• (4) Select the CRM you would like to sync with.

• (A) Select which Data Extension you are using as the Data source to sync into. You can search by typing the name of the Data Extension. This should be the Data Extension you created in Step 1.
• (B) Click Search.
• (C)Select the appropriate data source.

​

Step 3: Complete Sync configuration

• (1) Here you can configure the CRM Sync Setup.
• (2) Here you will see the Data source you just linked.
• (3) Select the field within Komo and your CRM which will be used to match contacts between the two platforms.
• (4) Set the desired Sync Actions to be performed when there is a match and when there is no match.
• (5) Click on Create Property Filter (optional) if you would like to add filters to your sync.

• (A) Click + Add Filter.

• (a) Here you can configure your Filters as required.
• (b) Click the bin to delete any filters you have created.
• (6) Click on Field Mapping to ensure contact fields in Komo are properly mapped to the fields in your CRM.

• (A) Click + Add Field.

• (a) Select the desired Komo field to be mapped.
• (b) Select the corresponding CRM field that the Komo field should be mapped to.
• (c) Click Add.
• (7) Here you can edit and manage any of the CRM connection settings you configured in Step 1.
• (8) Once you’re satisfied with the CRM sync settings and have mapped all required fields, click Save.

​

Step 4: Run the CRM Sync

• Once your CRM Sync settings are configured, open the sync control panel.
• Use Enable to set the sync status to Enabled (or Disable Sync to set it to Stopped). Sync now and scheduled runs only execute while the sync is enabled. Edit schedule is available whether or not the sync is enabled.
• Click Sync now for an immediate run. You will see details of the sync that has just been initiated.

You can also schedule the sync so you do not need to click Sync now every time:

1. On the sync control panel, click Edit schedule. The modal title is Update schedule.
2. Set Sync frequency to Manual, Daily, Weekly, or Monthly.
3. For Daily, Weekly or Monthly, set Run time (shown as Reporting time zone: your workspace reporting time zone). Fields by frequency:
   • Manual — no timing fields
   • Daily — Run time
   • Weekly — Run time and Weekday
   • Monthly — Run time and Day of month (1–31). Short months automatically use their last day when the chosen date does not exist. Selecting Run on the last day of every month disables Day of month.
4. Click Save changes.

Scheduled runs and Sync now only execute while the sync is Enabled. You can open Edit schedule whether or not the sync is enabled.

​

Step 5: Review the CRM Sync

• You can now review the sync to ensure it’s performing as expected.
• (1) Here you can view all details relating to the sync including ID, when it was Created and Last Updated, the Run duration and Status.
• (2) Click on the Green tick to view more detailed information on the Sync Run.

• (A) Here you will be able to see a Summary of the key Sync Run details.
• (B)Totals displays the total number of contacts within your Komo and CRM instances.
• (C)CRM Inserts displays how many contacts the sync successfully imported into the CRM and how many errors were encountered.
• (D)CRM Updates displays how many contacts the sync successfully updated in the CRM and how many errors were encountered.
• (E) Click Logs to view in depth logs of the executed sync.

• (a) Here you can view a log of the various actions that took place within the sync.
• (b) Click Download results to export a CSV of the sync logs.

​

FAQ

Is the CRM Contact Sync a two-way sync (ie. push and pull)? At this stage, the CRM Contact sync is a one way sync (push) from the Komo Engagement Engine to the CRM. This means that any updates to contacts within the Komo Engagement Engine will automatically be pushed to the CRM to ensure the CRM remains in sync with the changes made in Komo. In the instance where a contact is updated in the CRM initially, the change will not be reflected in the Komo Engagement Engine. We will be rolling out a true two-way (push and pull) sync in a future release. How often will the CRM Contact Sync run? You choose. On the sync control panel, click Edit schedule (modal title Update schedule). Set Sync frequency to Manual, Daily, Weekly, or Monthly. For Daily, Weekly or Monthly, set Run time (workspace reporting time zone). Weekly also shows Weekday. Monthly shows Day of month (1–31; short months use their last day when the chosen date does not exist) or Run on the last day of every month. Click Save changes. Scheduled runs and Sync now only execute while the sync is Enabled. See Step 4. Is this available for all CRMs? At this stage, the CRM Contact Sync has only been rolled out for Salesforce and Salesforce Marketing Cloud. We will be rolling out this functionality for additional CRMs in the near future. Can this be managed by all users? The CRM Contact Sync can only be managed by Super Users at this point in time. We will be making this functionality available to additional users in the near future. How many CRM Contact Syncs can I create? You can create as many different syncs as you require!