Syncari Platform Overview

Platform Overview

Unlock the full potential of your customer data

One no-code platform for Ops pros to sync, unify, automate and visualize the systems that run your business.

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“What I didn’t realize about Syncari is this very powerful concept: you can configure, manage, and scale your business rules in a single, centralized application that touches all your GTM data.”

Vice President of Customer Success


Syncari is the visual, no-code automation platform built for operators, by operators.

Connect systems, activate data, build complex workflows, and say goodbye to tedious manual reporting and processes.


True sync for your most valuable data.

“Sync” is more than simply sending data between two points. Syncari’s hub-and-spoke architecture and intelligent self-healing Synapses enable powerful transformations on data in-flight while reliably maintaining states between two or more systems.

Syncari Platform Overview - Sync


Deliver on the promise of Customer 360° in weeks, not months.

Distribute a complete view of any record anywhere, with flexible, code-free identity resolution on any entity. Go beyond user profiles to distribute 360° visibility on contacts, accounts, opportunities, tickets, and more.

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Syncari Platform Overview - Unify Demo


Automate critical business processes without a line of code.

Automate even the most complex processes with Syncari’s intuitive no-code interface and send data where it’s needed most, trigger sequences, workflows, notifications, and more.

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Syncari Platform Overview - Automate Graphic


Close the gap between insights and action.

Align teams around key business performance across unified systems and ensure the data you see matches what everyone else sees in the tools they love.

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Syncari Platform Overview - Insights Dash

Customer Data Automation Platform











Reporting & Analytics


Reporting & Analytics



Data Quality


Data Quality


Unified Data Hub


Unified Data Hub


Data Management


Data Management







Adapt & react immediately to business signals.

Turn any field, from any unified system, into a signal to be activated through a custom workflow you design.


Continuously listen for changes across your stack and build automated processes that accelerate your ability to react immediately to important signals.


Calculate metrics once in Syncari, then share them with any GTM system. No SQL or downstream schema changes required.


Automatically adapt to schema changes, build automated data cleansing pipelines, and automate even the most complex business processes.


Automate the mundane and focus on tasks that move the needle where it counts.

Automate even the most complex processes and get data wherever it’s needed most, trigger sequences, workflows, alerts, and so much more.

Process Automation

Build interconnected processes that flow across systems with drag-and-drop tools, pre-built templates, and best practices for common automations.


From simple to complex routing logic, accelerate the handling of leads, opportunities, and tickets by routing them to the right place, at the right time, automatically.


Trigger or schedule automated alerts and notifications off unified data and activate through webhooks or your internal messaging infrastructure.

Reporting & Analytics

Measure and optimize across the entire customer lifecycle.

Tap into your unified data for reporting and analytics and optimize performance across the entire customer lifecycle.


Align teams around key business performance across unified systems and ensure the data you see matches what everyone else sees in the tools they love.


Get fresh insights across the entire acquisition funnel, user journey and customer lifecycle. Clean datasets, consistent metrics, and trustworthy insights for everyone.


Define metrics once in Syncari, then share them with any GTM system. No SQL or downstream schema changes required.

Data Quality

Effortlessly transform customer data and enforce quality across your stack.

Measure and continuously improve the completeness, accuracy, and consistency of data across your stack while governing authority.


Easily orchestrate unlimited transformations on any connected data source without the need for a data warehouse.


Enrich any record and push quality data to downstream systems so your entire org can share in


Fix and resolve bad data at the source before propagating that bad data across systems and teams.

Unified Data Hub

Unify records across connected systems and activate in Syncari or the tools you love.

A near-real-time reflection of all your customer data across connected systems, readily available for insights, automation, and activation in the tools you already love.

Elastic Data Model

Easily adapt your business data model to new and evolving source systems, and inject new metrics and metadata, all without impacting existing pipelines and processes.


Unify metrics from systems across the business and find your north star metrics. No need for data analyst support, time-consuming spreadsheets, or manual reporting.

Data Lineage

Access a complete lineage of unified customer data, providing invaluable insights into data evolution and ensuring its quality, compliance, efficiency, and trustworthiness for informed decision-making.

Data Management

Manage access, permissions, and policies all in one place.

Unify cross-system data in an ops-managed data hub, govern that data with no-code policies, and keep every system in sync as better data emerges, automatically.


Craft airtight data policies effortlessly with Syncari, ensuring compliance and security while streamlining your operations.


Resolve errors faster, track changes across tools, and quickly restore past pipelines with robust versioning and change history.


Amplify your data organization with Syncari’s robust data catalog, enabling you to swiftly locate, understand, and harness the full potential of your data assets.


Turn sources into destinations and vice versa.

Syncari’s stateful multi-directional sync engine ensures clean, unified data is accessible in the tools your teams love.


Improve data reliability with stateful sync by adapting data policies and automation to changes in any record from any source or destination.


Maintain a continuous feedback loop between sources and destinations with a 1-minute default sync cycle, allowing you to adapt to changes and opportunities on the fly.


Enforce data policies, merge rules, and data authority in one place and deliver clean, reliable customer data to front-line teams.

One Platform, Many Initiatives

Think big. Start small.

Point solutions solve point-in-time problems. Syncari is designed to grow with you as your needs evolve.

See Syncari in action today

Customer Data Automation FAQ

What is Customer Data Automation (CDA)?

Customer Data Automation (CDA) solutions automate the complex and manual processes involved in aligning, analyzing and activating customer data. This allows organizations to efficiently manage their customer data, optimize customer-facing processes and experiences, and gain insights into customer behavior and preferences.  Traditionally, this has been REALLY HARD for B2B companies where customer data is spread across contacts and accounts and sales cycles + onboarding can take months or years.

CDA requires unifying customer data from key sources — in sales, marketing, success, support, finance and product — into a central data hub. This hub then powers analytics through visual reporting and governs the flow of data and insights back out to operational systems.  The distribution of data and insights in a scalable way is where most DIY approaches fall down — the warehouse or BI tool becomes the end of the data highway.

The goal of customer data automation is to improve customer experiences and support more confident decision-making by creating, maintaining, and distributing trusted customer data and insights to the people and systems that need it.

What are some other CDA vendors?

Customer Data Automation requires a novel approach that combines core capabilities currently spread out across multiple domains: iPaaS solutions, data transformers, cloud data warehouses, ETL, Reverse ETL and visualization/BI tools.

You can’t get to truly automated customer data by slapping together a bunch of disconnected tools, either.  Only Syncari was built from the ground up to solve these problems with a platform specifically designed for business users.

What is a Syncari Synapse?

Unlike traditional API-based connectors, Syncari Synapses deeply connect to top business systems and manage the impact of data and schema changes across the GTM stack. They’re fault tolerant and can be configured in a few simple steps – keeping your focus on your business, not the business of APIs and integration.

What is multi-directional sync?

Multi-directional sync refers to a type of data synchronization (sync) between multiple systems, where data can be updated and exchanged in any direction, rather than just one-way or bi-directionally. This allows for data to be updated, synchronized and governed across your entire tech stack, creating a consistent view of customer data and key business metrics in every go-to-market system.  Oh yeah, and Syncari holds a patent on this.

For those who want to geek out:

Our patented multi-directional sync engine provides a highly configurable unification, transformation and augmentation layer.  It also handles data congruency and integrity. It can scale to manage thousands of concurrent data streams. These data streams are near real-time, are generated by our Synapses (see below), and all look the same.

We’ve also created a semantic layer (see: elastic data model) that allows the entire business to run using a single data language. This includes how you integrate, how you unify and transform key objects like contacts and accounts, how you define core metrics, and ultimately how you understand what changes these metrics by looking at customer data more holistically.

What is the difference between sync and integration?

Data synchronization (sync) and data integration are related concepts but have some key differences.

Synchronization refers to the process of making sure that data is both available and consistent across multiple systems. This is done by regularly comparing the data in each system and updating it as needed to ensure that it remains in sync.

Data integration, on the other hand, refers to the simpler process of sending data from one system to another, often in a style that looks like copy/paste.  When it comes to customer data, synchronization is a must-have.

What is an elastic data model?

An elastic data model is a type of data model that can easily accommodate changes to data schemas over time. For example, RevOps pros regularly add new fields to entities like contact or account. An elastic data model would incorporate that change without breaking any downstream processes or reports.

It is designed to be flexible and scalable, able to adapt to changing requirements and business needs without requiring significant overhauls to underlying systems or data architecture.