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Market to Your Customers with Account Engagement

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Activities That Trigger a Sync

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Activities That Trigger a Sync

Some prospect, user, and system activities trigger prospects to sync from Account Engagement to Salesforce.

Available in: All Account Engagement Editions

These prospect activities cause prospect records to queue for syncing:

These user actions cause prospect records to queue for syncing:

Prospect import
Prospect field changes (including opting out prospects via import or manually)
Account Engagement campaign changes
Changes to assigned user
Manually syncing from the prospect record
Saving a custom prospect field
Using the Sync All Prospects option (for business units with fewer than 500,000 prospects)

These system actions cause prospect records to queue for syncing:

Record changes that occur because of an automation rule or completion action
Add to Salesforce campaign via automation rule, segmentation rule, completion action, or Engagement Program action
Salesforce campaign status update via automation rule, segmentation rule, completion action, or Engagement Program action

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