Jungo
Jonas RasschaertGETTING STARTED GUIDE: How to set up a new connection?
Jungo is the premier mortgage app for Salesforce, offering a comprehensive solution with workflow management, referral tracking, LOS and EDGE integration and marketing automation
Below you'll find detailed information, specifically for Jungo integrations:
Supported Jungo Integrations
Authorizing Jungo
To authorise, we need your Username and Password.
If you already authorized Jungo account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
- In Group
- Owned by (me)
- Email Opt Out
- Gets deleted
- Marketing Campaign
- Stage
- Already existing in the app you sync with
- Field values (INCLUDING CUSTOM FIELDS)
[THEN] Supported Actions
- Add to / Remove from Group
- Set owner to
- Update Email Opt Out
- Update Marketing Campaign
- Update Stage
- Update field values (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Jungo fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
You have the ability to disable default mappings and reuse them in the custom mappings section.
Customizable Field Mapping
You can custom map your Jungo Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
Additional Options
Syncing Deletions
In connection between Jungo and Google Contacts, you are able to sync deletions one-way. When a contact gets deleted in Jungo, we add the label 'PieSync Trash' to that same contact in Google Contacts. You will be able to review this segment first before deleting or taking any other action.
More info about syncing deletions can be found here.
Syncing Unsubscribes
Currently, there are no Jungo integrations on the PieSync platform that support our unsubscribes sync.
You have the ability to set up such behaviour by applying certain filters and actions:
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com. Don't forget to read our blog for the latest in productivity, apps, and technology!