Data Sync

Data Sync is a Triggered Sequence action that sends every contact that reaches it somewhere else: to a webhook, or by email to users of your account. Set the destination up once and each contact moving through that step is sent on, with their data filled in.

Common uses:

• Push an engagement into a CRM such as HubSpot or Salesforce
• Tell a Slack channel when a contact clicks a particular email
• Add the contact to a list in another tool
• Copy contacts from one EmailElement contact list to another
• Email a new lead's details to your sales team

Three connectors

Setting up a Generic Data Sync

1. Open the triggered sequence and drag the Data Sync block onto the canvas where the sync should happen.
2. Click the block to open its settings.
3. Set Connector to Generic.
4. Fill in the request:

5. Put contact data into the body with {Field Name} replacement tags. Right-click the box to pick a tag rather than typing it, which also gets the name right.

{
  "properties": {
    "email": "{Email}",
    "firstname": "{First Name}",
    "lastname": "{Last Name}",
    "lifecyclestage": "subscriber"
  }
}

The tag name has to match the metadata field name exactly, spaces and capitals included. A contact with no value for a field sends an empty string, so the destination has to cope with that, or the sequence has to filter those contacts out before this step.

6. Click Test to send one sample request and see the result. Click Save to keep the settings. The two are independent, so either order is fine.

Setting up an EmailElement Contact Api Data Sync

1. Add the Data Sync block the same way and set Connector to EmailElement Contact Api.
2. Fill in the destination:

The URL is built for you and shown under the form.

3. Open Fields and pick the metadata to send. Each one gets a row under Field Mappings with the destination key on the left and the source field on the right in braces. Change the destination key when the other list calls the field something else, for example sending First Name as firstname.
4. Request Body Preview updates as you map, so you can see exactly what will be sent.
5. Click Test, then Save.

Setting up a Send Email Data Sync

1. Add the Data Sync block the same way and set Connector to Send Email.
2. Fill in the email:

3. Right-click the Subject or Email Template box to pick a tag. Tags follow the same rules as the Generic connector.

New contact: {Email}
Name: {First Name} {Last Name}

4. A template with HTML tags in it, such as <p> or <br>, is sent as an HTML email. Anything else is sent as plain text. The template decides this, not the contact's data. In an HTML template, a contact's values are shown as text, never as HTML.
5. Keep the template to plain Latin characters. Emoji and letters outside Western European alphabets in the template are saved as ?. The subject keeps them.
6. Click Test to send one email to each selected user, filled in with sample contact data. Then click Save.

The email is sent from EmailElement's own notification address. It does not use your send integrations or sender domains.

Each selected user gets their own copy. A user who is deactivated, or whose email is no longer verified, stops receiving these emails. Nothing else needs to change. To send to someone outside your account, add them as a user first.

Watching it run

Call History on the block shows the real calls: contacts that came through the sequence and hit this step. It carries a total, a success count, a failure count and the most recent calls with their status, time and duration. Click Response under a failed call to see what the destination sent back. Click the refresh icon to reload it.

A test does not appear in Call History. Its result is shown to you at the time you click Test.

For a Send Email block, a success means the email was handed to EmailElement's sending. It does not tell you the email reached the inbox.

Reading a failure

When a Data Sync keeps failing

A Data Sync that fails repeatedly is paused for a while rather than called again straight away, so a broken endpoint is not hammered. It starts calling again on its own once the pause is over.

Repeated pauses usually mean one of these:

• The endpoint is gone for good, or the key behind it has expired
• The destination is throttling harder than the retry can absorb
• The body is not the shape the destination expects

Fix the cause, click Test to check it, and the Data Sync carries on.

Limits

Questions that come up

Can one sequence have more than one Data Sync? Yes. Each block has its own URL, headers, body and call history.

Can a Send Email block go to more than one person? Yes. Select every user who should receive it. Each one gets a separate email.

Can a Send Email block go to an address outside my account? No. It only sends to users of your account. Add the person as a user, verify their email, then select them.

What happens to contacts already past this step when I change the URL or body? Nothing. The change applies to contacts that reach the step afterwards. Call History still shows what was sent at the time.

Is the API key hidden? The field is masked on screen. Treat the key like any other credential you paste into a header.