CRM to iCampaign Sync Times
When you make edits to records in your CRM, the timing for those changes to appear in iCampaign depends on the type of record:
New records: Updates reflect in iCampaign in real time
Existing records: Updates sync to iCampaign in 5-10 minutes
Manual sync (for new field mappings): Can take 30 minutes to 2 hours depending on data volume and queue load
When Sync Timing Matters for Campaigns
For time-sensitive campaigns that rely on "today" conditions (like Discharge Date = today), the 5-10 minute sync delay can prevent iCampaign workflows from triggering at the right time.
If a patient is discharged today but the CRM update hasn't synced to iCampaign yet, an iCampaign workflow checking "Discharge Date = today" may miss the trigger window entirely.
Best Practice: Use CRM Workflows for Time-Sensitive Campaigns
For campaigns that need to trigger based on same-day events or other time-sensitive conditions, it's recommended to:
Create the workflow in your CRM instead of iCampaign
Configure the CRM workflow to send iCampaign emails directly
This eliminates sync delays since the workflow triggers immediately when the CRM record changes
Why CRM Workflows Work Better
CRM workflows trigger instantly when record conditions are met
No waiting for data to sync to iCampaign first
More reliable for "today" date conditions
Can still send branded iCampaign email templates
When to Use iCampaign Workflows vs CRM Workflows
Use iCampaign workflows when:
Timing is not critical (campaigns can run within hours of trigger)
Using complex subscriber segmentation features
Building multi-step automation sequences
Leveraging iCampaign's advanced template and personalization features
Use CRM workflows when:
Same-day triggering is essential
Working with discharge dates, admission dates, or other time-sensitive events
Need immediate response to CRM data changes
💡 Tips & Notes
⚠️ Important: The 5-10 minute sync time applies to existing record updates. New records sync in real time.
💡 Tip: For mixed campaigns, consider using CRM workflows for the immediate trigger and iCampaign workflows for follow-up sequences.