Manage CRM syncing in v2

On New/Mode v2 (impact.newmode.net) we now support syncing all of your campaign contacts to several CRMs listed below.

Additional CRMs as well as additional configuration options will be made available in the future. Sign up to our newsletter for updates! 

Supported CRMs

New/Mode currently supports Action Network, ActionKit, Bonterra(Everyaction), Hubspot, Mailchimp, Nationubilder, and Salesforce.

Connecting your CRM

Start by heading over to Integrations from the left-hand menu. The steps below focus on MailChimp but the process for the other integrations is very similar.

1. If you've selected MailChimp, you'll see an 'enter audience name' popup appear. Please enter an existing audience name. 

2. Once you click on 'Link my account now' you'll then need to log into your CRM account to allow New/Mode to access it and authorize the connection.

This will allow you to automatically sync your supporters first & last name, email address, phone number and opt-in status.

Once you have completed your integration setup your CRM will now be automatically connected to any new campaigns you create. You can turn off your integration or map it further to custom segments by clicking on Manage Settings on the Review tab.

Manual CRM sync

• Fields that are synced manually:

1. First name
2. Last name
3. Email
4. Phone
5. Street address
6. City
7. Region
8. Country
9. Postal code
10. Latitude
11. Longitude
12. Opt-in status
13. Contact groups
14. Created
15. Changed

• Fields that are not synced manually:

1. Any campaign submission data (status, test mode, subject, message, recipients etc.)
2. Any Key Value Pairing data
3. Any custom field data

Tags can be added to each campaign during the initial setup stages or by returning to your campaign overview tab and clicking on the pencil that appears beside your campaign's title.

1. For MailChimp: campaign tags can be associated with the contact synced to MC
2. For Salesforce: 'topics' need to be configured on SF and campaign tags can be associated with the contact synced to SF
3. For NationBuilder: campaign tags can be associated with the contact synced to NB

Viewing an Integration

Once done with the connection steps, you'll be able to return to the Integrations tab to see the Sync status of your supporters data. All your existing supporter data will be synced. New submissions will then be synced as they are collected.

If an error occurs during the syncing process, an error message will appear so that you can troubleshoot further in your MailChimp account. You can also head to the Contacts tab from the left-hand menu of your New/Mode account to find the specific contact(s) that did not sync to your CRM.

If you're not familiar with your CRMs messages we invite you to have a look at their errors glossary

MailChimp  Salesforce  NationBuilder

Troubleshooting or Replacing an Integration

Should you be required to for troubleshooting purposes or to if you wish to add another account of the same integration type, click on 'Reconnect' or 'Disconnect'.  Reconnect will allow you to troubleshoot your authentication whereas Disconnect will remove your CRM.  After you confirm that you wish to disconnect, you'll be able to restart the integration connection process.

From the Integration menu you'll also be able to update your data mapping to reflect your integration's properties/naming conventions, and whether or not you would like an existing value to be overwritten.

EveryAction

The delay between The Activist and the Contact Code syncing is expected behaviour. The Activist Code  Long Name must already be created in EveryAction before you can sync your New/Mode contacts.  If you are using Source Codes, you will also need to make sure to have  already created in EveryAction before any data can be passed on from your New/Mode Campaigns.

• Lists (lists field) -> Activist Codes in EveryAction
• Lead Source (lead_source field) -> Source Codes in EveryAction
  • Note that there can only be one value for the lead_source, it is not an array, unlike tags and lists
• Tags (tags field) -> Tags in EveryAction

If you are using Hubspot, you will need to be a superadmin in order to connect your integration.  Lastly, see our article on Key Value Pairing for additional configuration options such as passing single values to lists in your CRM.

Last updated: June 12 2025