Mautic Community Forums

Bi-directional sync question

Hi there,

I am implementing Mautic for a client who uses Salesforce as their CRM and I don’t quite understand the bi-directional sync feature of the plugin.

In the past, when working with Pardot for a different client, fields were updated in either Pardot or Salesforce depending on last updated date for the record - true 2-way sync, no need to choose a sync direction.



In Mautic, I seem to have to choose the direction of the sync manually for each field by selecting the direction of the arrow in the integration config screen.

Does this mean that no matter what, if I choose to push for example, the job title field from Mautic to Salesforce - if I change the Job title in Salesforce it does not get synced back to Mautic? How is this bi-directional?



Perhaps I don’t understand fully how it works - but from a number of tests, it seems to me that this is the way it has been implemented.

Any clarification or explanations available?

Thanks!

Hi there,
I am implementing Mautic for a client who uses Salesforce as their CRM and I don’t quite understand the bi-directional sync feature of the plugin.
In the past, when working with Pardot for a different client, fields were updated in either Pardot or Salesforce depending on last updated date for the record - true 2-way sync, no need to choose a sync direction.

In Mautic, I seem to have to choose the direction of the sync manually for each field by selecting the direction of the arrow in the integration config screen.
Does this mean that no matter what, if I choose to push for example, the job title field from Mautic to Salesforce - if I change the Job title in Salesforce it does not get synced back to Mautic? How is this bi-directional?

Perhaps I don’t understand fully how it works - but from a number of tests, it seems to me that this is the way it has been implemented.
Any clarification or explanations available?
Thanks!

Hello @gbenhorin! Was taking a look through the Mautic FB group and noticed a similar issue. https://www.facebook.com/groups/mautic Was your question answered? Did the explanation make sense?

Hi there.
Thanks. Yes, the question was answered on the FB group.