Setting up data syncs

As an administrator, you can automatically sync information between your out-of-the box CRM database and Mobile Commons. With data sync, profile information (such as name, email, mobile number, and address) is synchronized between the two systems. For more information, see Integrating data from CRM platforms.

Note: You must have Administrator access to work with data syncs in Mobile Commons. For assistance, contact Technical Support.

To start configuring your data integration:

• Select  Home in the left pane, and then select Data Sync.

  The CRM Data Sync page lists the out-of-box CRM systems that you can sync with Mobile Commons:

  

From the CRM data sync page:

• Set up ActionKit

• Set up Action Network

• Set up Convio Luminate

• Set up EveryAction

• Set up NationBuilder

• Set up Salesforce

• Set up Salsa

Tip: If your company needs to sync with CRMs we don't currently support or to build out custom implementations for our out-of-the-box syncs, you can work with Frakture, a third-party vendor that can build custom integrations. For more information, see the Frakture website (https://www.frakture.com).