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Case Study

Syncari Slices Deal Times in Half with Unified Data Management

As Syncari grew, so too did its tech stack — and the complexity of its data. Luckily, Syncari was well-equipped to handle it by using its own data automation platform.

About Syncari

Syncari, the world’s first no-code data automation platform, takes a fresh approach to integration, automation, and data management. The company was founded in 2019 and embarked on a journey to empower operations professionals to unify, clean, manage, and distribute trusted customer data across the enterprise.

As Syncari’s rapid growth took root, so did its challenges to successfully integrate the swift adoption of new technologies like Zendesk, Jira, and Netsuite into its growing stack. Fortunately, the company had the perfect solution — its own platform.


improvement in lead response times


increase in account-based opportunities


faster deal times

The challenge

Syncari’s growing lead database meant Marketo backlogs were a new norm, while mapping Zendesk and Jira data to Salesforce only complicated matters. Meanwhile, the native integrations that enabled initial data transfers became increasingly difficult to manage.

The resulting bottlenecks caused a significant drag on Syncari’s lead management processes. Missed opportunities, duplicate records, and data silos prevented teams from being efficient and impactful. On top of this, piecing together a 360° view of customers with support, engineering, and marketing data was manual and extremely laborious.

The approach

Aubrey Morgan, Director of Growth and Revenue Ops at Syncari, knew the team needed a more efficient and reliable way to unify data and automate workflows across its growing technology ecosystem.

Rather than ripping out the team’s existing integrations, Morgan was able to use Syncari to break the project into smaller, more manageable chunks. “I started by first aligning the business around what we wanted our data model to look like. Then I leveraged Syncari to implement that vision one step at a time – first cleaning and normalizing the data, then tackling enrichment, merging, and routing,” she says.

In addition to providing a clean and complete customer view, Syncari also enabled Morgan to optimize go-to-market processes. For example, sales and support reps now receive personalized Slack notifications based on account activity and marketing emails are triggered automatically as leads progress through various stages.

The solution

As the Syncari implementation has matured, the company has achieved massive gains in operational efficiencies across departments. “Being able to move the logic that existed in Marketo and run it centrally in Syncari has allowed us to better utilize our resources and reduce lead routing and enrichment times by 75%,” Morgan shares.

The team has seen a 40% increase in target account-based opportunities created thanks to auto-conversion of leads and easier reporting on engagement. Additionally, adding and removing employees to lead routing logic is now as easy as a few clicks in Syncari’s no-code interface.

Improved targeting and faster response times are also generating results at all stages of the customer lifecycle. In just 90 days, deal velocity improved by nearly 50%. And with a single 360° view of customer data across every department, customer success and sales reps now have more informed conversations, resulting in higher renewal and lower churn rates.

The future

With data models and solutions that can now scale easier and faster, Syncari plans on bringing more sources and data points into their workflows, allowing for further improvements in scoring, reporting, and attribution models.

Mollie Bodensteiner

Director of Revenue Operations

Being able to move the logic that existed in Marketo and run it centrally in Syncari has allowed us to better utilize our resources and reduce lead routing and enrichment times by 75%.