Sound familiar?
Marketing Cloud moves supporters through personalized journeys based on how they engage, but when that journey activity doesn’t sync back, your CRM never learns which path a supporter is on or why they moved through it.
Opens, clicks, and campaign activity live in Marketing Cloud, but many integrations only send contact data outward, not engagement data back. Your CRM ends up with a full contact list and no way to tell who’s actually paying attention.
Marketing Cloud’s audience targeting is only as sharp as the data behind it, but when giving history, lifecycle stage, or interests don’t sync in both directions, campaigns end up targeting who a supporter used to be, not who they are now.
As new donors, volunteers, or members join your database, getting them enrolled in the correct Marketing Cloud journey often means a manual export and setup. That gap means new supporters miss the very sequence meant to welcome them.
Integration
Omatic Cloud connects Salesforce Marketing Cloud to your CRM so all of your data reaches the right place and is ready to use.
When journey status and progress sync back into your CRM, your team can see which path a supporter is on and why, not just that they’re enrolled in one. That means stewardship and follow-up that reflects where someone actually is in the journey.
When campaign engagement data flows back into your CRM alongside contact records, your team can tell an engaged supporter from one who’s tuned out. That means outreach and stewardship decisions grounded in real behavior, not a subscriber count.
When CRM data syncs continuously into Marketing Cloud, targeting reflects who a supporter actually is today, not an outdated snapshot. That means every campaign reaches the right audience with the right message.
When new donors, volunteers, or members are added to the right Marketing Cloud journey the moment they join your database, they receive the sequence meant for them without anyone lifting a finger. That means stronger first impressions and higher early engagement.
When engagement data reaches your CRM in real time, your team can spot a supporter going quiet and launch a re-engagement effort before the relationship fades entirely. That means fewer supporters slipping away unnoticed.
When Marketing Cloud and your CRM stay in sync in both directions, your team never has to wonder which system has the current picture of a supporter. That means one source of truth your whole team can rely on.
Journey status, lifecycle stage, and engagement history all carry meaning your team wants preserved on both sides of the sync. Omatic Cloud lets you define exactly how fields map between the two, so data arrives in the format your team expects every time.
Marketing Cloud’s journey and engagement data doesn’t always arrive in the structure your CRM requires. Omatic Cloud transforms the data on the way in, so it lands ready to use, not ready to be cleaned up.
A supporter who signs up through a web form, gives, and subscribes to your email list can easily create multiple records instead of one connected contact. Omatic Cloud identifies potential duplicates before they’re written to your database, so every record is clean and every relationship is intact.
Engagement and journey data moving in both directions don’t always arrive in a format your CRM or Marketing Cloud can use as-is. Omatic Cloud catches issues before they get there, sending clean data through automatically and flagging anything that needs a second look.
In 30 minutes, we will show you exactly how Omatic Cloud adapts to your workflows.
Omatic Cloud connects Salesforce Marketing Cloud to your CRM automatically, syncing engagement data, journey activity, and list changes in both directions so your team never has to export and re-import data by hand.
Yes. Omatic Cloud syncs campaign engagement data back into your CRM alongside subscriber records, so your team can segment and personalize outreach based on real engagement, not just contact information.
Native integrations are a solid starting point for basic contact syncing, but they often move data in only one direction and support just a fixed set of fields. Omatic Cloud goes further: it syncs bidirectionally, matches records to prevent duplicates, transforms data into the format your CRM expects, and gives your team control over exactly how much is automated versus flagged for review. The result is a connection built for the way nonprofits actually use engagement data, not a generic sync.
