AdEspresso's Data Sync tool connects CRMs (customer relationship management platforms) and marketing tools to advertising channels, automatically syncing contact data from one system to another. Save time manually updating CSVs when your customer data changes. Instead, set up a data sync from your CRM contact list to a new or existing Facebook custom audience. Or, set up a data sync from your Facebook lead ad forms to the tools of your choice.
After the initial sync of data, which can take some time, new contacts sync every 10-15 minutes, keeping your lists and audiences up to date with the latest leads or subscribers.
Data sync is only additive, meaning new contacts will be added to your data sync targets, but if a contact is removed from the source, it will not be removed from the target.
In this article:
Supported data sync platforms
Syncing leads to a CRM
Syncing CRM contacts to a Facebook custom audience
Supported data sync platforms
The platforms supported as data sync targets are:
- ActiveCampaign
- AWeber
- Facebook custom audience
- GetResponse (GetResponse MAX not currently supported)
- Google Ads
- Google Sheets
- HubSpot
- Infusionsoft (standard CRM fields only, custom fields are not supported)
- Intercom
- LinkedIn Ads audiences More details
- MailChimp
- Marketo
- Salesforce
The platforms supported as data sync sources are:
- ActiveCampaign
- AWeber
- Facebook lead ads
- GetResponse (GetResponse MAX not currently supported)
- Google Sheets
- HubSpot
- Infusionsoft
- Intercom
- MailChimp
- Marketo
- Salesforce
For platforms not listed, use Google Sheets as your data sync target or source to export or import data from whichever system you use.
It is possible to connect more than one account per integration.
Syncing leads to a CRM
Sync all leads generated by a Lead Generation campaign. Even if the sync is set up after the campaign begins, existing leads and leads generated going forward will be synced to your target platform.
Duplicate leads are generally ignored if they already exist in your target platform, but it depends on the tool. ActiveCampaign requires unique leads during sync, so Data Sync will filter duplicates when ActiveCampaign is the target.
Note that leads added to a CRM via data sync do not support double opt-in. They are automatically added to the target mailing list via API.
To sync lead ad data to a CRM
- Click Tools on the main navigation bar, and then click Data Sync.
- Enter a name for the sync, and then click Create new sync.
- Select Facebook as the source, and then click Next in the bottom-right corner.
- Select a Facebook ad account from the drop-down list, and then select the lead source. Click Facebook Campaigns to select a specific lead generation campaign as the data source, or click Facebook Lead Gen Forms, and then select a Facebook Page associated with a lead generation form. Select the form, and then click Next in the bottom-right corner.
A lead generation form is not selectable if it doesn’t contain any leads. An easy workaround to set up the sync is to subscribe yourself to the list.
- Select a CRM target to sync to, and then click Next in the bottom-right corner (example ActiveCampaign).
- The first time each platform is connected to data sync, you will be prompted to enter your credentials to the CRM to authorize the connection.
In the case of ActiveCampaign, enter the API Url and API Key from your ActiveCampaign account, and then click Next.
To find the Url and Key values, sign into your ActiveCampaign account, click your username in the top-right corner, and then select My Settings. Then click Developer on the left. - Select an account and list from the target CRM, and then click Next.
- Select the fields from your source lead form from the drop-down lists on the left, and map them to corresponding fields in the CRM on the right. The email field is mandatory for both LeadGen Forms and ActiveCampaign contacts, so you will have to map it. Then click Next.
- Review the data that will be mapped to your CRM, and then click Save in the bottom-right corner.
To check the status of your sync at any time, click Tools on the main navigation bar, and then click Data Sync. From here you can stop or resume syncing between platforms, or delete the connection altogether.
Notes:
- Intercom has a limit for the number of contacts per list. When the limit is reached, Data Sync will keep trying to upload new contacts but Intercom will refuse them until older contacts are deleted.
- ActiveCampaign tags are not supported at this time.
Tip: After publishing a new lead generation campaign, you can begin the sync of leads from the campaign right from the campaign’s main dashboard. More details
Syncing CRM contacts to a Facebook custom audience
Set up a data sync from contacts in your source CRM system to a new or existing Facebook custom audience.
To sync CRM data to a Facebook custom audience
- Click Tools on the main navigation bar, and then click Data Sync.
- Enter a name for the sync, and then click Create new sync.
- Select a CRM as the source, and then click Next in the bottom-right corner.
- Enter your credentials to the CRM to authorize the connection.
- Select an account and lead list from the CRM and then click Next in the bottom-right corner.
- Select Facebook as your target, and then click Next.
- Select a Facebook ad account from the drop-down list, and then select an existing custom audience, or create a new one. Then click Next.
- Select the fields from your CRM from the drop-down lists on the left, and map them to corresponding fields in your custom audience on the right. Then click Next.
- Review the data being synced, and then click Save in the bottom-right corner.
To check the status of your sync at any time, click Tools on the main navigation bar, and then click Data Sync. From here you can stop or resume syncing between platforms, or delete the connection altogether.