CRM Integration is a key part of the Smart Growth Suite, designed to support a holistic marketing approach. With contacts syncing directly to Snappy Kraken, you can personalize your marketing approach to each contact's needs. Learn More

IMPORTANT NOTES:

  • Not all features are available on every Enterprise platform.
  • Back up your CRM data before syncing with Snappy Kraken. Data loss may occur depending on how your data is organized. 
  • Snappy Kraken does not delete contact information. Instead, move contacts to an inactive group in your CRM to ensure they are properly removed from Snappy Kraken groups.

    I. Connecting Practifi:

    1. Start by clicking the Integrations icon  on the left-side menu.

    2. On the Integrations page, click the "+ Connect" button in the Practifi box.

    3. If you’re not logged into Practifi, you’ll be redirected to a login screen. Enter your Practifi username and password.

    4. Click Log in to Practifi to proceed.

    5. Once your account is connected, you’ll receive a confirmation message in the Details page.

  • Now that your Practifi account is linked, you have a few options for syncing or importing contacts between your Practifi campaigns and Snappy Kraken groups.

     Please note that Snappy Kraken groups are equivalent to Practifi Campaigns. In this article, any mention of “groups” in the context of Practifi refers to these campaigns. Furthermore, Practifi Campaigns need to be active for it to be visible for syncing to the Snappy Kraken integration.

    II. Sync Options:

    Keep in Sync Both Ways (Both Ways)

    This feature enables two-way syncing of your contacts between Snappy Kraken and Practifi . Any updates or new contacts in Snappy Kraken will be reflected in Practifi, and vice versa. If a group in Snappy Kraken is synced and doesn’t exist as a campaign in Practifi, Snappy Kraken will create a campaign with the same name.

    Send to Practifi Only (Export)

    This option imports and updates contacts in Practifi based on any changes made in Snappy Kraken. 

    Import

    This option imports and updates contacts in Snappy Kraken based on any changes made in Practifi. If a Practifi campaign doesn’t exist in Snappy Kraken, a new group will be created automatically, and contacts will be updated with the latest information from Practifi.

    IIa. Sync by Visibility

    By default, Snappy Kraken only syncs contacts from Practifi owned by the signed-in user. Enabling Sync by Visibility expands this to include all contacts visible to the signed-in user, regardless of ownership.

    To enable Sync by Visibility:

    1. Navigate to the Details page.
    2. Scroll down to the Sync by Visibility section and toggle it on.

  • Important Notes:

    • This feature is not available on all custom platforms. If you don't see this option, please contact Support.
    • Marketing Admins cannot toggle this setting and retain read-only privileges.

  • III. Configure Automated Sync:

    To import contacts from your Practifi campaigns into Snappy Kraken, follow these steps:

    1. Go to Active Integrations, then Practifi Account > Actions > Configure Automated Sync.
    2. For each group in Practifi or Snappy Kraken, select your preferred sync option.
      •  Under the Practifi column, click the dropdown to choose the group you'd like to sync.
      • Under the Snappy Kraken column, choose the group you want to import or sync to.
      • Select whether you'd like to import, export, or sync the contacts between the chosen groups.
      • Click the "+Add Mapping" button to select more groups.
    3. Click Continue. 
    4. Agree to the terms (if applicable) by clicking "Finalize Sync".
    5. The syncing will run in the background. Once the import is complete, you’ll receive a notification within the app, even if you’ve left the import screen.

  • IV. Run a One-Time Manual Sync

    Manual syncs trigger contact updates based on the selected sync options at the time they're selected. If you’ve updated contacts, added new contacts, or created new groups in Snappy Kraken and want these changes reflected one-time in Practifi, follow these steps:

    1. Go to Active Integrations, then Practifi Account > Actions > Run a One-Time Manual Sync.
    2. For each group in Practifi or Snappy Kraken, select your preferred sync option.
      •  Under the Practifi column, click the dropdown to choose the group you'd like to sync.
      • Under the Snappy Kraken column, choose the group you want to import or sync to.
      • Select whether you'd like to import, export, or sync the contacts between the chosen groups.
      • Click the "+Add Mapping" button to select more groups.
    3. Click Continue and agree to the terms (if applicable) by clicking "Finalize Sync".
    4. The syncing will run in the background. Once the import is complete, you’ll receive a notification within the app, even if you’ve left the import screen.

  • For further assistance, you can refer to additional articles from Practifi or feel free to contact us—we’re here to help!