Save time and money by automatically synchronising data from your website to simPRO, and from simPRO to your website.
The simPRO integration works by synchronising the following information:
- Changing a contact's details in any part of your website admin will also update in simPRO.
- Deleting a contact in your website admin will not delete them in simPRO.
- All contacts within simPRO are pulled into your website admin.
- Any change to contact details of customers will be reflected in your website admin.
- Deleting a contact will not remove them from your website admin.
- Depending on the configuration, Online Form submissions will create new leads in simPRO.
- Creating / Re-Naming or Deleting groups in your website admin will not modify simPRO tags.
- simPRO tags will appear in your website admin as groups.
- simPRO contacts that are "tagged", will appear in the relevant groups in your website.
When Does it Sync?
You can choose to enable or disable automatic synchronisation within the simPRO integration configuration page.
your website admin will batch-sync with simPRO two minutes after an update takes place within Synergy 8. For instance, if you updated a
contact's email address at 3:00 pm, and then an invoice is created at 3:03 pm, both changes would be reflected at 3:04 pm within simPRO.
If no update takes place in your website admin, a scheduled sync will take place after one day to download data from simPRO.
Contact Fields Synchronised
The following contact fields are synchronized with simPRO:
- First Name, Last Name
- Company Name
- Address, Suburb, Postcode, State, Country
- Phone 1, Phone 2, Mobile Phone
- Email Address
- When an Online Form submission creates a Lead, the form fields will appear in the Lead Description field in simPRO.
Let's Have a Chat
Would you like to save time and money syncing data between your website and simPRO? Would you like a website that looks great, your
customer data, handles all your outbound email (and SMS) marketing, and even adds email Automation?
Fill in the contact form or call us on 0800
FUEL ME (09 428 3047) to see if our simPRO website integration can help your business.
Fuel your business online.