How SyncSquirrel decides

Large waves of unsubscribes wait for you

20 or more unsubscribes at once, or 5% of your audience, wait for your OK.

If one check would unsubscribe 20 or more people in Mailchimp, or 5% of your audience, SyncSquirrel stops and asks first. This usually means a bulk edit in Zoho, like Email Opt Out ticked on a whole view by mistake. Mailchimp doesn't let any app re-subscribe someone, so a wrong unsubscribe can't be undone.

Everything else keeps syncing while you decide. Settings shows who's on the list and where the change came from. You can:

• unsubscribe them, or
• discard the hold.

We email you when it happens and every 3 days until you decide. If you do nothing, nobody is unsubscribed.

Unsubscribes in Mailchimp always reach Zoho right away

Unsubscribes in Mailchimp reach Zoho right away, however many there are.

When people unsubscribe in Mailchimp, SyncSquirrel ticks Email Opt Out on their Zoho records right away, even if many unsubscribe at once. They've already unsubscribed in Mailchimp, so holding it back wouldn't bring them back. It would only leave Zoho saying it's OK to email people who said no.

Archiving someone in Mailchimp, or an address that bounces, isn't an unsubscribe, so Zoho is left as is. Settings lists these people, and you can tick Email Opt Out on the ones you choose.

Mailchimp subscribers aren't added to Zoho unless you ask

Mailchimp subscribers who aren't in Zoho yet are added only when you click the button.

When you connect, SyncSquirrel counts the Mailchimp subscribers who have no Lead or Contact in Zoho and shows you the number on Settings. It doesn't create them until you click the button, because a few thousand new Leads would land in your CRM at once and run any "new Lead" workflows you have.

When you do create them, SyncSquirrel sends them to Zoho 100 at a time, which uses about a tenth of the Zoho credits that one at a time would. From then on, new Mailchimp subscribers are created in Zoho as they join. You can turn that off in Sync settings.

Which Zoho field means "agreed"

You pick the one Zoho field that means someone agreed to marketing email.

On Settings you pick the Zoho field that means someone agreed to marketing email. It can be:

• a checkbox,
• a dropdown (you pick which options mean yes), or
• Zoho's own GDPR consent, if you have GDPR turned on in Zoho.

Before you save, Settings shows how many of your Leads and Contacts that field would add to Mailchimp, so a wrong pick is easy to spot. Zoho's automatic fields, like "Is Converted", aren't listed, because they never mean consent.

Zoho doesn't announce changes to GDPR consent, so if you use it, new consent reaches Mailchimp at the nightly check. Click Re-check everyone on Settings to sync sooner.

What the Activity page shows

Activity lists a person only when something changed, failed, or came out different from last time.

The Activity page lists what SyncSquirrel did, or chose not to do, and why. The 15-minute and nightly checks list a person only when:

• SyncSquirrel changed something,
• something failed, or
• the result for that person is different from last time.

That way the changes you care about aren't buried under "no change" rows.

To see every person, click Re-check everyone on Settings. That check lists everyone it looks at. Activity rows are kept for 90 days.

When someone's email address changes

A new address in Mailchimp updates Zoho. A new address in Zoho doesn't change Mailchimp.

• Changed in Mailchimp: usually someone updates it from a link in your emails. SyncSquirrel changes the address on their Zoho Lead or Contact too, as long as that record still has the old address. It never creates a second Lead for the new address.
• Changed in Zoho: SyncSquirrel doesn't change anything in Mailchimp. The Mailchimp subscriber keeps the old address, and the change is listed on the Activity page so you can update Mailchimp yourself if it's the same person.

Why Zoho changes aren't copied: a changed address in Zoho can mean the same person has a new address, or that the record now belongs to someone else, like a replacement at the same company. Moving a subscription to someone who never signed up isn't allowed under email laws.

Which login to connect with

Connect with admin logins that will stay with the company.

SyncSquirrel syncs using the Zoho and Mailchimp logins it was connected with. Connect with admin logins that will stay with the company: a Zoho Administrator, and a Mailchimp Owner, Admin, or Manager. If someone else in your company signs in later with a login that isn't an admin, SyncSquirrel keeps using the admin login.

If your audience uses double opt-in

With double opt-in on, people added from Zoho get Mailchimp's confirmation email first.

• Double opt-in on: SyncSquirrel follows it. When it adds someone from Zoho, Mailchimp sends them a confirmation email, and they're subscribed once they click the link. Until then they show as "pending" in Mailchimp and don't get your campaigns.
• Double opt-in off: people with consent in Zoho are added as subscribed right away.

SyncSquirrel doesn't set Mailchimp's marketing permissions (the GDPR checkboxes). If you use them, set them in Mailchimp.

One Mailchimp audience

SyncSquirrel syncs one Mailchimp audience for each Zoho organization.

SyncSquirrel syncs the one Mailchimp audience you pick on Settings. Each Zoho organization connects to one Mailchimp audience. If you have other audiences, unsubscribes in them don't reach Zoho, and opt-outs in Zoho don't reach them. Mailchimp recommends one audience with tags or groups instead of several audiences, and its free plan includes one audience.