Within the "Engagio-wide Settings," you will find the Data Synchronization page. Here you can specify how frequently Engagio syncs data from Salesforce and your Marketing Automation platform.

There are two major sections on this page: Marketing Automation (Marketo, HubSpot, Pardot or Eloqua) and Salesforce. The first section is where you set your sync frequency for Contacts and Activities from your Marketing Automation Platform.

For Marketing Automation, you will see the name of your MAP (Marketo, HubSpot, Eloqua, or Pardot) and an option to select a sync frequency for Contacts and Activities. This is where you choose how frequently Engagio pulls activities, contacts, and contact updates from your Marketing Automation Platform.

The sync frequency options for your Marketing Automation Activities and Contacts are:

  • 1 minute
  • 2 minute
  • 3 minute
  • 4 minute
  • 5 minute
  • 10 minute
  • 15 minute
  • 20 minute
  • 30 minute
  • 45 minute
  • 1 hour
  • 2 hour
  • 3 hour
  • 4 hour
  • 6 hour
  • 8 hour
  • 10 hour
  • 12 hour
  • 16 hour
  • 24 hour

CRM

The second section of this page is where you set your sync frequency for various CRM objects. 


For CRM, you will see the name of your CRM (Salesforce) and an option to select a sync frequency for each CRM objectThis is where you choose how frequently Engagio pulls people, accounts, opportunities, activities, and updates from your CRM. Below is a list of all of the objects you can set sync frequencies for:

  • Contact
  • User, Campaign and Report
  • Opportunity History
  • Opportunity Contact Role
  • Task
  • Campaign Member
  • Delete Objects
  • Account
  • Rarely Modified Objects (Includes Lead Queues, Opportunity Stages, Campaign Types)
  • Opportunity
  • Event 
  • Lead

The sync frequency options for your CRM objects are:

  • 1 minute
  • 2 minute
  • 3 minute
  • 4 minute
  • 5 minute
  • 10 minute
  • 15 minute
  • 20 minute
  • 30 minute
  • 45 minute
  • 1 hour
  • 2 hour
  • 3 hour
  • 4 hour
  • 6 hour
  • 8 hour
  • 10 hour
  • 12 hour
  • 16 hour
  • 24 hour

Note: it is important to keep in mind while it is exciting that you can set up your sync to occur at such a frequent intervals, be mindful of your API quota's with your Marketing Automation Platform and CRM. 

Marketo API Quota

Here you will input your daily allowance of Marketo API calls. Engagio has safety measures in place to ensure we never push you beyond your limit. For more information on this, please read our Marketo API Usage article.