Real-time sync between mail platforms and member contact lists

Purpose

1. Automate real-time synchronization between email platforms (e.g., Gmail, Outlook, Zoho Mail) and architects association member contact lists, ensuring member databases are always up-to-date with incoming and outgoing communications.

2. Enable automated bi-directional updates so that member changes, subscriptions, or contact deletions in one system are reflected instantly in the other, reducing manual intervention and error rates.

3. Maintain compliance, enable effective communication campaigns, automate onboarding/offboarding, and support event-driven automations for memberships.

Trigger Conditions

1. Automated detection of a new or updated contact in any connected email platform.

2. Manual or automated modification of architects’ contact list in the association’s CRM or membership system.

3. Automation of periodic polling, webhook/event notification, or upon completion of batch imports/exports.

4. Member unsubscribes or data privacy requests triggering automating removal across platforms.

5. Detection of bounced/invalid addresses in email platforms triggering automated list hygiene.

Platform Variants

1. Google Workspace (Gmail/Contacts)

- Feature/Setting: Use Google People API (“people.connections.list”, “people.updateContact”); automate push-pull between “Contacts” and member list.

2. Microsoft 365 / Outlook

- Feature/Setting: Microsoft Graph API (“/me/contacts”, “/users/{id}/contacts”); automatedly sync member list changes.

3. Zoho Mail

- Feature/Setting: Zoho People/CRM API (“contacts”, “contact update”); configure triggers for real-time record automation.

4. Mailchimp

- Feature/Setting: Mailchimp API (“lists”, “members”, “batch subscribe/unsubscribe”); automate bi-directionally with association roster.

5. Constant Contact

- Feature/Setting: Contacts API (“Add/Update a Contact”); automate list updates from association DB.

6. HubSpot

- Feature/Setting: HubSpot Contacts API (“Create/Update Contact”, “Get all contacts”); real-time automator for both additions and deletions.

7. Salesforce

- Feature/Setting: Contacts API (“sobjects/Contact”); automate record-level upsert from/to mail platforms.

8. SendGrid

- Feature/Setting: Marketing Campaigns API (“contacts.put”, “suppression groups”); automate sync with master architects’ list.

9. Sendinblue

- Feature/Setting: Contacts API (“createContact”, “updateContact”, “getContacts”); automate changes from mailboxes to CRM.

10. ActiveCampaign

- Feature/Setting: Contact Automation API (“contact_sync”, “contact_view”); automated synchronization triggers.

11. Freshworks CRM

- Feature/Setting: Contacts API (“contacts.create”, “contacts.update”); automate mail-triggered updates.

12. Pipedrive

- Feature/Setting: Persons API (“persons”, “PUT /persons/{id}”); automate mailing platform–contact sync.

13. Intercom

- Feature/Setting: Contacts API (“/contacts”, “/contacts/scroll”); automator for association roster management.

14. Drip

- Feature/Setting: REST API (“subscribers”, “post_subscriber”); automate adding/removing members via mail triggers.

15. Airtable

- Feature/Setting: Records API (“list records”, “update record”); automate updating architects’ lists based on mail sync.

16. Notion

- Feature/Setting: Notion API (“databases/query”, “pages/create”); automate member record addition.

17. Slack

- Feature/Setting: Slack API (“users.list”, “users.admin.invite”); automate notification on new/removed contacts.

18. Trello

- Feature/Setting: Trello API (“cards”, “members”); automate linking contact changes to workflow cards.

19. ClickUp

- Feature/Setting: Users API (“get_users”), Lists API (“create_list”); automate notification/lists generation from contact changes.

20. Monday.com

- Feature/Setting: Boards/Items API (“create_item”, “update_item”); automate mirroring mail contacts in association tracking boards.

Benefits

1. Automation reduces manual contact management and automates list hygiene.

2. Ensures data integrity, automates compliance, and maintains up-to-date correspondence lists.

3. Streamlines communication campaigns, automates onboarding/offboarding, and enhances data-driven decision-making.

4. Reduces errors, increases productivity, and automatedly enforces GDPR/member privacy compliance.

5. Enables automatable event-triggered marketing, notifications, and seamless membership operations.