🚀 You can now sync contacts 2-way between Copper and marketing tools

While previously it was possible to sync Copper contacts and field updates to Mailchimp, Klaviyo, Brevo and ActiveCampaign it's now possible to also sync this information back to Copper for a true 2-way sync.

For example, you can sync new marketing tool subscribers with their subscription status, tags and other custom fields to Copper.

To get started, simply create a new connection.

Other updates

• Mailerlite: it's now possible to sync contacts to Mailerlite groups when they match the source segment and remove them when they stop matching the source segment.

With love,

The Outfunnel gang

You can now sync contacts from your CRM to Google Sheets

Sync your contacts, along with contact and organization fields, straight to Google Sheets. Any changes? They're synced automatically!

With your data in Sheets, you can easily leverage BI & analytics tools and automate workflows with other workflow platforms.

🚀 Coming soon: Sheets > CRM sync & deal sync! Have other feature requests? Let us know!

To get started, simply create a new connection.

With love,

The Outfunnel gang

🚀 You can now sync contacts 2-way between ActiveCampaign and CRMs

ActiveCampaign now supports 2-way contact sync with Pipedrive and HubSpot. This allows you to sync ActiveCampaign contact updates including the subscription status to your CRM so your contacts are always up to date.

To get started, simply create a new connection.

PS. We're also working on making Copper, Mailerlite and Salesforce 2-way.

Other updates

• Web tracking: Previously, Outfunnel only showed visits for contacts that existed in your CRM. If someone filled in a form on your website but there was not contact creation automation in place then the web visit would be lost. You can now create a web tracking workflow to allow Outfunnel create the contact in your CRM so the visit is available immediately.
• Pipedrive: Pipedrive is soon introducing API token limits for users. As a result we've optimized the requests that Outfunnel makes and moved to v2 APIs where available
• Status page: we've improved the status page syncing experience with an accurate sync in progress bar and improved the contact sync status so they no longer get stuck in "sync in progress".
• Connection rules: app lists now show list id and count (where available) for easier identification and sync planning
• Field mapping: contact and organization fields are now grouped separately under field mapping for easier selection.

With love,

The Outfunnel gang

You can now sync contacts 2-way between Brevo and CRMs

Brevo now supports 2-way contact sync with Pipedrive and HubSpot. This allows you to sync Brevo contact updates including the subscription status to your CRM so your contacts are always up to date.

To get started, simply create a new connection.

PS. We're also working on making Copper, Mailerlite and Salesforce 2-way.

New lead source tracking parameters

Previously, Outfunnel already recorded UTM parameters from website visits to your CRM so you could track which ads and lead sources converted best.

We've now improved the web tracking script to store Gclid, Facebook, Linkedin and all other ad tool parameters as well.

To start syncing the new parameters to your CRM, simply enable the custom parameter storing on the web tracking workflows.

Other updates

• Salesforce: you can now sync web tracking activities and lead source to Salesforce
• We've heard from multiple users that the Dashboard in Outfunnel was confusing an inaccurate. We have to agree so we've disabled this temporarily while we work on it to introduce an improved and more helpful Dashboard.
• Mapped and incompatible fields in the filed mapping stage of the connection setup are collated to the bottom of the dropdown for more clarity

With love,

The Outfunnel gang

October was a month of improving the existing and also increasing our app count.

🧑‍🤝‍🧑 Klaviyo segment support

HubSpot and Pipedrive users can now sync contacts from Klaviyo segments to their CRM to make the sync more dynamic. This is super useful if you want to keep your active contact count under control.

🔒 More secure Klaviyo connection

We now support OAuth standard for Klaviyo. If you haven't yet, reconnect Klaviyo here (takes 1 minute).

This enables us to build new advanced features for Klaviyo, starting with instant engagement sync below.

✉️ Instant Klaviyo engagement sync

Klaviyo engagement sync is now real-time so all your email marketing events arrive to CRM instantly (previously the sync ran every 2 hours).

Action required: existing engagement syncs still run every 2 hours. To enable the instant sync, simply delete the old sync and create a new one.

🆕 New integration: Constant Contact

We’re excited to announce our integration with Constant Contact, a feature-rich email marketing platform.

This integration allows you to seamlessly connect Constant Contact with CRMs like Pipedrive, Copper, and HubSpot.

Whether you’re looking to automate email campaigns or sync your CRM data effortlessly, our Constant Contact sync helps you become more productive.

Other updates

• HubSpot IP fields (IP City, IP Country, IP Address1, etc) are now mappable
• Klaviyo Location fields are now visible in fields mappings page and can be used in contact sync.
• Calendly sync now support mappings for First and Last name separately. Previously only the Name field was mappable.
• We've started to revamp Outfunnel's interface to make it more modern and easier to navigate. You may have noticed a new menu bar, changes to the font and some new sync elements already. To be continued in November.

With love,

The Outfunnel gang

We've been busy with two major updates and a bunch of smaller usability improvements.

🔄 Sync contacts 2-way between HubSpot and marketing tools

HubSpot now supports 2-way contact sync with Mailchimp and Klaviyo. This allows you to sync contact updates like subscription status to your HubSpot account so contacts are always up to date.

To get started, simply create a new connection.

PS. We're also working on making ActiveCampaign, Brevo, Mailerlite and Copper 2-way.

🆕 New integration: Mailerlite

We’re excited to announce our integration with MailerLite, a feature-rich yet simple-to-use email marketing platform trusted by over 1 million users globally.

This integration allows you to seamlessly connect MailerLite with CRMs like Salesforce, Pipedrive, Copper, and HubSpot.

Whether you’re looking to automate email campaigns or sync your CRM data effortlessly, our MailerLite sync helps you become more productive.

Multiple Klaviyo updates

• It's now possible to remove bot opens and clicks from Klaviyo. To enable, open your engagement sync and choose to disable bot activity.
• You can now create Date > Text mappings between CRMs and Klaviyo.
• Updating a contact email in the CRM will update the existing profile in Klaviyo instead of creating a new profile.

Other updates

• HubSpot now creates past activities with the actual occurrence date instead of the sync date.
• Calendly now support outbound call and custom location fields.
• We've beautified error messages on the status page to make them more clear and actionable.

With love,

The Outfunnel gang

Salesforce engagement sync

You can now sync email marketing data to your Salesforce contacts, accounts and opportunities so your sales force has all the marketing data available directly from where they work🍾

See here for full list of Salesforce connectors

Coming soon: Salesforce contact sync so you can also keep your contact lists up to date with marketing tools.

Other updates

• Billing page now shows the next billing amount and any discounts that may have been applied to your account
• If you are using CRM x Klaviyo contact sync then an email change in the CRM now updates the existing contact in Klaviyo instead of creating a new contact
• We've optimised the requests that we make to Mailchimp API which has reduced contact sync errors and improved Mailchimp data load times in the UI.

With love,

The Outfunnel gang

With this update we've added many new fields for field mapping and released a variety of reliability fixes across the app.

Added multiple Calendly fields

• User name (aka meeting host name)
• User email (aka meeting host email)
• Location
• Meeting start time
• Meeting end time
• Contact time zone
• Tracking (UTM tags captured by Calendly)
• Meeting name

The activity in the CRM also now contains the User name and email.

Added Mailchimp ecommerce fields

• Spend to date - all time revenue by the customer
• Average order revenue - average revenue per order
• Number of orders - How many orders customer has placed

Added Pipedrive reference fields

• Tagged user
• Tagged person
• Tagged organization

Bug and reliability fixes

• Some users were running into issues with the connection page loading slowly. It now loads faster. If you are still running into issues, let us know
• Calendly leads weren't created with the meeting host as the owner. They are now.
• Contacts that were removed from the sync still stayed on the status page. They don't anymore.
• When a contact failed to sync from a marketing tool to a CRM an error didn't show on the status page. It does now.
• Outfunnel no longer tries to endlessly sync contacts to Mailchimp that have a compliance error. This generated needless requests and we are now more lean

Outfunnel can now sync contact data bi-directionally between your CRM and marketing tools.

Yes, you heard that right 🍿

With our new two-way contact sync you can run your sales and marketing operations exactly as you like.

• You can sync all your contacts across your tools, or only select specific segments. For example, only contacts with open deals or only contacts with a certain label or tag.
• You can pick which of your tools is the source of truth in case of data conflicts.
• You can sync all fields bi-directionally or specify certain fields to only sync one-way.

And of course, one key feature of the two-way data sync is that it’s always on, 24/7. No more manual copy-pasting or importing-exporting. Ever.

Currently Pipedrive x Mailchimp and Pipedrive x Klaviyo are supported but we are adding other directions soon.

Read more in the launch post or set up your first 2-way sync

With love,

The Outfunnel gang

Big news!

We've completed a major product improvement. Plus, we've made numerous smaller changes and tweaks — all of this to make data syncing easier and more reliable for you.

See sync progress and easily fix issues when contacts don't sync

Wouldn't it be nice to have peace of mind that data has fully synced from app A to app B? And to know what to fix when data hasn't synced over?

This is now easy with Outfunnel.​

​Once you've set up a connection between apps you'll get taken to the Status page that displays:

• 🔄 an overview of how many contacts are in sync and how many have errored
• 🧑 a detailed overview of which contacts have synced over correctly, which have not, and why not.
• 📁 you can even export a csv-file with all the syncing errors.

The sync feed on the Status page is now live for all new contact syncs (ie. syncing contacts from a CRM to a marketing tool) and for both existing and new form syncs (Wix, Facebook, LinkedIn lead forms, WordPress forms).

We've also pushed out various usability fixes:

• It's now easier to select all forms and/or lists for engagement sync instead of selecting them one by one.
• Linkedin form name is available as a mappable field
• When Outfunnel creates a lead in Pipedrive it now gets linked to an organization.

With love,

The Outfunnel gang