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Getting Started with Your SmartSYNC Integration

Before we can provide a quote, we need to clearly understand your data process. After you complete the form, we'd be pleased to schedule a call to discuss it.

IMPORTANT

IMPORTANT:-To provide an accurate quote and installation plan tailored to your organisation's needs, please complete this form with details about your data processing requirements.Will you require SmartSYNC to fit into your current processes? If you plan to make significant changes please ensure this form takes that into consideration.It also helps to consider your data routes and if you would like SmartSYNC to create new constituent records for you.

About You

Your Name(Required)

Your CRM and 3rd Party Application

How do you want the Integration to work?

Trigger/s - I.e Form submission, donation. purchase, change of addressData Flow Direction - I.e One way? two way?Action - I.e email notification, data update, addition of gift record etc.Mapping - CRM field names and the corresponding field in your 3rd party application
Max. file size: 2 MB.
Please provide a CSV file with your CRM field names and the corresponding field in your 3rd party application
What direction do you want your data to flow

Would you like SmartSYNC to create new constituent records in your CRM?(Required)
Drop files here or
Max. file size: 2 MB.
    Please provide screenshots of the data in situ in both your CRM and your third-party application to help us visualise your requirements and leave less room for error.
    This field is for validation purposes and should be left unchanged.

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