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      Integrating SyndicationPro with Other Applications Using Zapier

        SyndicationPro offers seamless integration with thousands of web applications via Zapier's API, helping your team streamline processes and boost productivity.

        Key Integration Benefits

        • Contact Sync: Effortlessly sync new contacts from SyndicationPro to your external CRM, and vice-versa. Popular connections are with CRMs like Hubspot and email marketing platforms such as MailChimp or ActiveCampaign.
        • Flexible Integrations: SyndicationPro connects with any Zapier-supported application, ensuring smooth and efficient contact information synchronization.
        • Automated Invitations: If you have a custom sign-up form or CRM system, you can integrate it with SyndicationPro to automatically send invitations to potential prospects. This allows them to access the platform without needing to complete the sign-up form again.

        By utilizing these integrations, your Sales and Investor Relations teams can simplify their sales funnel, automate key processes, and enhance communication efficiency.

        Additionally, any updates made to contacts in SyndicationPro will automatically reflect in connected applications, ensuring your data remains accurate and up to date.

        Integration Use Cases

        • Marketing Team Integration: If your marketing team uses a custom sign-up form, integrating your CRM with SyndicationPro allows for automatic invitations to potential leads.
        • Email Marketing Automation: Teams using third-party marketing tools to manage newsletters and campaigns can automatically add new SyndicationPro sign-ups to their mailing lists.
        • Sales Team Lead Management: Integrate SyndicationPro with CRM platforms like HubSpot to verify leads and send automated invitations exclusively to warm leads, ensuring targeted communication.

        For a comprehensive list of applications supported by Zapier, click here

        Step 1: Log in to Zapier or create a free account.

        Step 2: Click the "+" icon or select "Create Zap" from the top-left corner of the screen.

        Step 3: Choose the application you’d like to connect with SyndicationPro. 

        • If you want data to flow from SyndicationPro to another application, select SyndicationPro as the first application.

        Step 4: If you're connecting HubSpot with SyndicationPro, select HubSpot from the application list. Then, choose a Trigger Event, such as Contact Recently Created or Updated or any other relevant trigger.

        Step 5: Select the Action trigger, then choose SyndicationPro from the list. Based on the action you need, select one of the following:

        1. Create a Contact
        2. Update a Contact
        3. Sync Tags

        During the configuration process, you may be asked for the login details for both SyndicationPro and the application. Please provide the administrator login credentials to authorize the necessary permissions.

        Here are the step-by-step instructions to connect HubSpot as a Trigger:

         

        GIF Recording 2025-03-12 at 6.38.45 PM

        Step-by-step instructions to connect SyndicationPro as an action:

        GIF Recording 2025-03-12 at 6.57.50 PM (1)

        By following these steps and configuring the Zapier integration, any contact created in HubSpot will automatically be added to SyndicationPro. Additionally, you can automate email invitations to investors directly through SyndicationPro.

        A similar Zap should be set up between the applications to automatically update contact information whenever it is modified.

        Syncing Tags via Zapier

        With SponsorCloud's integration with Zapier, you can automatically create investor tags to group them for personalized email campaigns or set visibility for specific offerings.

        To learn more about tags, click here.

        Example Scenario:
        If you’d like to group all investors with a “Professional” tag, follow these steps:

        1. Create a Zap and select Sync Tags as the action event. Click Continue.
        2. Map the Tags field from HubSpot to the corresponding field in SyndicationPro.
          • For example, you can map the Job Title field in HubSpot to Tags in SyndicationPro.
        3. Ensure the Email field is filled in — only contacts with matching email addresses in SyndicationPro will have their tags updated. 
        4. Click Publish to activate the sync.

        Following these steps will streamline your investor tagging process and improve your ability to send targeted communications.

        6. Finalizing the Integration

        • Once both Zaps are published, the connection is live.
        • Any new contacts created in HubSpot will automatically sync to SyndicationPro.
        • Tags from HubSpot will be updated in SyndicationPro for existing contacts.

        This completes the integration process. If you encounter any issues, please refer to our support documentation or reach out to our support team.

        Additional Notes:

        • Ensure that field mappings are accurate and case-sensitive.
        • Use the Custom Option if you need dynamic mappings for fields like Residency,Self accreditation,Verify contact,Send Invitation Email,Investment Capacity.
        • Some Zap triggers may take up to 15 minutes to sync data between platforms. Majority would still be instant, 

        👤 For questions or help with the process, email us at success@sponsorcloud.io or Schedule a meeting. An experienced Customer Success Manager will reach out to assist you.