Skip to content

Smart Syncing

Manage your duplicate contacts via Smart Syncing when integrating your apps with PastorsLine. Easily avoid creating messed up data when syncing your data and when adding new profiles to your external apps. Our smart syncing, semi-AI feature will help minimize duplicate data in your external apps.

Smart Syncing
Icon

We believe in an ‘AND’ not an ‘OR’ digital strategy; that churches should use a variety of platforms which are the best at what they do—such as PastorsLine which is best at 2-way, personalized, mass bulk texting for churches.

Instead of data silos, you have external apps (see full list of our integrations here) which you love and use. Now, you can allow PastorsLine to integrate, so that you can send text messages and push data back to your external apps.

With our two-way integrations, you can create new profiles in your external apps, but in doing so, you would want to avoid duplicate data. Duplicate data in your external apps can create an additional workload.

pastorsline Icon Arrow Down

It’s why we created our Smart Syncing module.

With Smart Syncing, we will only sync new contacts that don’t have potential duplicates. If any conflicts are found, we would hold those contacts for moderation and allow you to decide how to sync those contacts and which profiles to assign them to.

To catch any possible repetitions, our Smart Syncing feature searches first and last names, emails, and phone numbers; identifies duplicates; and gives you possible matches, so you can make the final choices more easily.

E.g. There is an opt-in text from the number 888-123-4567. Smart Syncing finds, say, Mom (Jane Doe) and Dad (John Doe) from your external app. Instead of assuming that Jane or John initiated the opt-in text, we will hold that new contact and let you confirm.

Integrations

Our Smart Syncing feature lets you

Smart Syncing
  • checkboxx[1]

    Quickly identify the status of contacts in synced groups — a system flag identifies the following conditions: Matched (already processed) and Pending/Duplicates.

  • checkboxx[1]

    Automatically sync profiles that don’t have potential duplicates, saving you time and energy.

  • checkboxx[1]

    Manage duplicates on a timely basis — emails are sent every hour on the hour to the admins and any user assigned to that group if duplicates are found.

  • checkboxx[1]

    Keep on top of possible duplicates with two NEW visual alerts in our app, visible to admins and anyone assigned to that group: a notice at the top of your groups page alerts you to possible duplicates AND an icon next to each individual group on our group pages to let you know if there are duplicates in that group.

How it Works

Here are the main steps in the Smart Syncing process:

  1. From the Group Details page for a selected group, scroll down to the Smart Syncing tabs: Matched, Pending/Duplicates, Resolve Dupes and Sync. The Matched tab gives you the number of duplicate contacts that PastorsLine was able to automatically resolve. The Pending/Duplicates tab tells you the number of dupes which you need to deal with.

  2. When you are ready to deal with possible duplicates, click on the Resolve Dupes and Sync tab. The Pending Resolutions page will open with the complete list of possibles to resolve.

  3. On the left side (left hand column), click on a contact. A list of possible matches for that contact will open on the right side (right hand column) + the last option of creating a new contact.

  4. If the contact on the left matches a profile on the right, manually click on the right hand side item to merge with this profile. If there are no matches, click on Create New Record.

  5. If you choose to merge two profiles, the Set the primary record screen will pop up, allowing you to choose which information you want to keep and which you want to overwrite.

Highlighted videos on how Smart Syncing works.

How Smart Syncing reduces duplicates in two-way integrations

Merging your PastorsLine Contacts with your newly integrated contacts

Want to get started?

See more help articles.

You get this feature and so much more...

(All features are included.)

pastorsline Icon

direct, automated data capture via phone from those interested

pastorsline Icon

mobile keywords to opt in to different church campaigns

pastorsline Icon

automatically create and manage groups

pastorsline Icon

gather information via online forms

pastorsline Icon

polls and surveys

pastorsline Icon

personalized, bulk text messaging

pastorsline Icon

personalized birthday wishes

pastorsline Icon

contests

pastorsline Icon

create and schedule a series of automated messages

pastorsline Icon

2-way integrations with CCB and Planning Center (MailChimp is next)

With Smart Syncing, duplicate profiles in your external apps can’t fly under the radar: either we deal with them or we message you so you can do the necessary.

Dozens of churches are already using
PastorsLine and seeing success.

The PastorsLine platform is a church-driven, bulk texting platform developed and managed by church ‘insiders’. We know churches intimately. We’ve attended them, been part of their management teams and worked with them for many years. Our goal is to serve you by helping you spread the Good News of Jesus Christ. We’ve positioned ourselves to be your in-house, IT team for solutions to your communication issues. In addition to everything our platform can do, our partners love our responsiveness to their needs and fast tech support.

Our full feature, free trial

If you sign up today, we will give you a bonus 500 credits.
The invite code is SMART. So act now. No CC required. No obligation to purchase. We will NOT automatically bill you if you are using our FREE trial. Try it, risk-free.

Get 500 FREE credits now!

Get 500 FREE credits now!

DOWNLOAD:

First Baptist Orlando's One text,

Guest Follow-up Strategy

Join our mailing list to receive this guide+ 4 other guides!

You will also receive the latest news and updates from our team.

covers_with_arrows-610×512

Thank you for requesting our Guest Follow-up Blueprint Bundle. it's way. check your email (spam/junk folder).

Scroll To Top