Cutting through the noise: If you run marketing campaigns across more than one platform, you know the chaos. Ads on Facebook, emails in Mailchimp, leads in Salesforce, analytics everywhere—none of it talks to each other by default. You end up copy-pasting, making mistakes, or just giving up and hoping for the best.
This guide is for marketers, ops folks, or anyone sick of juggling tabs. I’ll show you how to use Aisdr integrations to keep your campaigns in sync, so your data flows where you need it—without the hand cramps.
Let’s skip the sales pitch and get into what actually works, what doesn’t, and how to avoid the usual headaches.
1. Get Clear on What You Need to Sync
Before you even log in to Aisdr, figure out your real pain points. “Syncing campaigns” can mean a lot of things. Are you trying to:
- Share leads or contacts between ad platforms and your CRM?
- Keep email subscriber lists up-to-date across tools?
- Coordinate audiences for retargeting?
- Push performance data (like clicks or conversions) from one place to another?
Pro tip: Write down the exact actions you want to automate. The more specific, the better. For example: “When someone clicks a Google ad, add them to my Mailchimp newsletter list.”
Don’t try to automate everything at once. Pick your biggest headache first.
2. Connect Your Platforms in Aisdr
Once you know what you want to sync, it’s time to set up your integrations in Aisdr.
How to Connect Accounts
- Log in to Aisdr and go to the “Integrations” or “Connections” section.
- Find and add your tools: Search for the platforms you use (Facebook Ads, Google Ads, Mailchimp, HubSpot, etc.). Click “Connect” or “Authorize.”
- Follow the prompts: You’ll likely need to log in to each platform and approve Aisdr’s access. This can be annoying—two-factor auth, “Are you sure?” popups—but it’s unavoidable.
- Test the connection: Most integrations let you run a test. If it fails, don’t panic—double-check that you have the right permissions. Sometimes you need admin access.
What works: Most mainstream tools connect just fine. If you use anything obscure or homegrown, expect headaches or manual workarounds.
What to ignore: Don’t bother connecting every platform you use “just in case.” Only link what you actually want to sync.
3. Set Up Your First Sync (“Workflow”)
Aisdr uses workflows (sometimes called automations or recipes) to move data between platforms. Here’s how to set up a basic sync:
Step-by-Step: Syncing Leads from Facebook Ads to Mailchimp
- Start a new workflow: Click “Create Workflow” or whatever Aisdr calls it.
- Choose a trigger: This is what kicks things off. Example: “New lead in Facebook Ads.”
- Pick an action: What should happen next? Example: “Add subscriber to Mailchimp list.”
- Map the fields: Match up data fields from Facebook (email, name, etc.) to the right Mailchimp fields. Don’t skip this—if you mismatch fields, you’ll end up with junk data.
- Set filters or conditions (optional): Maybe you only want leads from a certain campaign, or those with a real email address. Set those rules here.
- Test your workflow: Run a test with sample data. Check both platforms—did the right info show up?
- Turn it on: Once you’re happy, activate the workflow.
Pro tip: Name your workflows clearly—“FB Leads to Mailchimp Newsletter”—so you know what’s what later.
4. Handle Syncing in Both Directions (and Avoid Loops)
Sometimes you need to keep info up-to-date both ways. Maybe you want unsubscribes in Mailchimp to sync back to your CRM, or changes in HubSpot to update Google Ads audiences.
What to Watch Out For
- Sync loops: If you sync data back and forth without checks, you can end up in an endless loop—Aisdr updates Mailchimp, which triggers another update back to your CRM, and so on. This is how you get thousands of pointless updates (or even data corruption).
- Duplicate records: If you don’t dedupe, you’ll get the same person multiple times.
How to Avoid It
- Use filters and update rules. Only trigger updates if the data has actually changed.
- Use unique IDs (like email addresses) as your key field.
- Some platforms let you mark syncs as “external” or “internal” updates—use this to avoid triggering your own automations.
Honest take: Two-way sync is always messier than the demos make it look. Start with one-way first. Add the reverse direction only if you really need it.
5. Monitor, Troubleshoot, and Iterate
Even the slickest automation will break now and then—an API changes, a password expires, or someone revokes permissions.
What to Do
- Set up notifications: Aisdr can email or Slack you when a sync fails. Turn this on, or you’ll miss failures.
- Check logs: If something goes wrong, look at Aisdr’s activity logs. They’re not always user-friendly, but they’re better than nothing.
- Fix issues fast: Don’t ignore errors. A broken sync can mean missed leads, annoyed customers, or blown budgets.
When to Ignore It
If a sync fails once or twice for a few records, don’t panic. If it’s failing consistently, dig in.
Pro tip: Schedule a monthly check-in—even five minutes—to make sure your key workflows are still working.
6. Real-World Tips (and What to Skip)
Here’s what actually matters, based on experience—not theory.
What Works
- Start small: Automate the one or two things you hate doing manually.
- Keep your workflows simple: The more branches, conditions, and platforms you add, the higher your odds of failure.
- Document what you’ve set up: A shared doc or even a screenshot is enough. Future you (or your teammates) will thank you.
What Doesn’t
- Don’t chase “full automation” at first: You’ll end up with a mess and no clue what’s happening.
- Don’t trust “set it and forget it”: Marketing platforms love to change their APIs, break connections, or randomly revoke permissions.
- Don’t expect every integration to work perfectly: Some platforms just don’t play nice. If it’s not working after an hour, check if anyone else has solved it—or consider a manual workaround.
What to Ignore
- Ignore features you don’t use: If you’re not running Instagram campaigns, don’t sync Instagram.
- Ignore vanity metrics: Focus on syncing data you actually use to make decisions or follow up—no need to sync every click and like.
7. If You Run Into Roadblocks
- Check the Aisdr help docs: Sometimes support has posted workarounds for common issues.
- Ask the community: Look for forums or Slack groups—someone’s probably hit your problem before.
- Don’t be afraid to do a workaround: Sometimes exporting a CSV and uploading it manually is faster than banging your head against a stubborn API.
Honest take: Sometimes the best “automation” is just a recurring calendar reminder to do something manually. Don’t let perfect be the enemy of good.
Keep It Simple, and Iterate
Syncing your marketing campaigns across platforms doesn’t have to be rocket science. Start with your biggest pain, automate just that, and see how it goes. Keep things simple, check in regularly, and don’t buy the hype that you can automate everything overnight.
Automation’s job is to make your life easier—not give you new problems. Start small, keep it honest, and tweak as you go.