You may have noticed that the emails you’re sending through your Amplemarket sequences are not appearing in your CRM, such as Salesforce, which can disrupt your workflow and tracking.
Cause
This problem often stems from a setting within your sequence configuration where the option to sync with your CRM has not been activated, preventing the data from transferring as expected.
Solution
To resolve this and ensure emails sync correctly to your CRM, follow these steps:
Check Sequence Settings
-
- Open Amplemarket and navigate to the sequence you want to check.
- Click on the top right action menu and then choose to edit the sequence.
- Go to the "Advanced Settings" section.
- Locate the CRM sync toggle (e.g., "Sync with Salesforce").
- Ensure the toggle is enabled. Repeat this for all sequences where syncing is needed.
Push Historical Data to CRM
- On your Amplemarket settings, go on Integrations and choose you CRM.
- Go to the "Push Settings" section.
- Select "Push History" to manually sync any missing leads or emails from Amplemarket.
Outcome
After enabling the sync toggle and completing the push history process, all relevant emails and associated leads will populate in your CRM, ensuring your records are complete and up to date.
Need Further Assistance?
If you continue to experience issues with syncing after following these steps, feel free to contact the Amplemarket support team for additional guidance and troubleshooting assistance.