Email Sync Agent
Automatically sync interested prospects to your email marketing campaigns.
Overview
The Email Sync Agent automatically syncs interested prospects to your email marketing platforms (Constant Contact or Mailchimp) for targeted campaigns and follow-up sequences.
Supported Platforms
- Constant Contact: Full integration with lists and campaigns
- Mailchimp: Sync to lists and segments
How to Use
- Connect your email marketing account in Settings → Integrations → Email Marketing
- Select default lists/campaigns for syncing
- When a prospect shows interest, click "Add to Email Marketing"
- Prospect is automatically added to your selected list/campaign
Features
- One-click sync from prospect detail pages
- Automatic list/campaign assignment
- Sync history tracking
- Bulk sync multiple prospects
Plan Requirements
Email Sync Agent is available on Premium plan only.