Use Salesforce Reports as a Sync Source
There is a limitation with Autopilot salesforce sync where it can sync leads, accounts, contacts invididually. However if you want to sync all contacts for a particular filtered list of accounts, you cannot.
It would be great to allow Autopilot to sync from Salesforce reports. In salesforce there are special Join reports that can pull all contacts and leads. The idea being that you do you filtering in Salesforce and allow Autopilot just to pull the feed. No filtering needed on Autopilot side.
I believe Mailchimp uses this strategy as well as ActOn.
10
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Gianni D'Alerta
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