Apply Logic in Syncfrog Mapping
When you receive data from a survey, a form, or maybe even a CSV file, what exactly do you do with the data? Often, we just dump the data into CRM and then try to clean it up later. Or, just as bad, we pull data out of CRM to match it to our new data and cleanse the data with lookups in a spreadsheet until we are ready to put the data back in CRM. Yikes.
So the question is: what do you REALLY want to do? Are you looking to just create leads? Contacts? Accounts? Did you want to apply some logic to those tasks? Maybe we should update existing records or create new ones? Decide what your optimal end-result is and then, take advantage of Syncfrog’s mapping statements! This means you can perform a clean sync versus trying to clean up data before or after a sync.
Here’s a summary of how to do this. You can find records on a specific criteria, update, or create new using a simple search criteria. If you want more in-depth, multi-search functionality, you can apply logic using conditions. This will allow you to create steps for your mapping criteria. So, for example, you could search for an email address in leads, if not a lead, then in contacts, if not a contact, search in a custom object. This can be applied using a few conditions on your mappings, since Syncfrog allows you to search and apply mapping to several objects in one Data Leap. End result: you put your data where you want to intelligently.
Again, feel free to grab this PDF for a complete example of how to Apply Logic in Syncfrog Mapping. As always, we welcome your questions or comments at email@example.com or on Twitter @syncfrog.