Disclaimer: This guide does not apply to the Professional versions of Salesforce and Microsoft Dynamics connectors since they have a different sync structure. Refer to this article for the Professional Salesforce/MSD version.
Sometimes, a user may need to review captured data and make changes before syncing to their CRM, or generally sync/resync leads after the event. This guide goes through the steps of taking a one-time manual sync action on captured prospects. Whether you need to sync the prospects for the first time or resync/update them on your CRM, this guide is for you!
If you need to manually edit/update capture form submissions before re-syncing leads, follow this short guide.
Manually Syncing/Resyncing Leads Through a Bulk Action
A bulk action is a one-time fulfillment action taken on a prospect or a number of selected prospects. To take an action on your captured prospect, follow the steps below:
Click on the number of prospects for the desired event.
Click on the selection icon. There are options to select individuals, page, or all.
Once the desired leads are selected, click on 'Actions' and 'Bulk Actions'
Name your action and click 'Save'. Naming the action is for the purpose of logging it (you can go back to it later inside 'Prospects > Bulk Actions').
Select the sync action, or your webhook call.
If you are re-syncing the prospects, make sure to check the box for updating existing records (For Pardot, select 'Update' from the actions drop-down).
Example of re-syncing to HubSpot:
Re-syncing to Marketo:
Re-syncing to Pardot:
Calling a Webhook:
Note: A webhook call does not have a duplicate setting since it only fills a form on your CRM. The sent data will however comply with your CRM duplicate management rules.
After clicking 'Next' and 'Activate', the action will run immediately!
The changes are now synced to your CRM successfully!