Case Study: Upstream USA streamlines subscription management and campaign reporting with SyncApps by Cazoomi

A SyncApps by Cazoomi Case Study

Preview of the Upstream USA Case Study

Upstream USA - Customer Case Study

Upstream USA, a national nonprofit focused on reducing unplanned pregnancies and improving reproductive outcomes, needed a better way to manage large-scale subscription lists without spending hours on manual updates. The organization used Salesforce to track client information and Mailchimp to communicate with audiences, but managing segmentation and subscriber lists across systems was time-consuming.

SyncApps by Cazoomi integrated Salesforce with Mailchimp to streamline subscription management through CRM Checkbox Segmentation, letting users add or remove contacts from the right Mailchimp groups from one screen. SyncApps by Cazoomi also enabled Campaign Response syncing so Mailchimp campaign metrics could flow back into Salesforce, saving hours each week in manual effort and improving reporting visibility on Salesforce dashboards.


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