Introduction

Sync Preferences let you control which event participants' data is synced from Goldcast Studio to downstream systems such as Salesforce, HubSpot, Marketo, and other native integrations. By configuring these settings, you can prevent internal users, speakers, staff, or other non-leads from being created or updated in your CRM.

This article explains what Sync Preferences are and how to configure each option step by step.

What are Sync Preferences?

When an integration is enabled, Goldcast syncs event activity and participant data to the connected system by default. This includes all users, such as attendees, speakers, staff, and organizers.

Sync Preferences allow you to restrict that behavior by defining rules that exclude certain users from syncing.

Sync Preferences are configured per integration instance. If you have multiple Salesforce or other integrations, each one can have different Sync Preferences.

Step-by-Step Guide to Configuring the Sync Preferences

To access Sync Preferences:

1. Open Goldcast Studio.
2. Go to Integrations.
3. Click the integration you want to configure.
4. Locate the Sync Preferences section.
5. Click Edit.

Use the following sections to configure how and whether users sync to downstream systems.

Allow Lead Creation

This setting controls whether Goldcast can create new lead or contact records in your system. To configure Allow Lead Creation, toggle the switch:

• On – Goldcast creates new leads when no existing record is found.
• Off – Goldcast only updates existing records and does not create new leads.

Use this setting if you want to prevent new leads from being created automatically.

Blocked Email

Blocked Email lets you exclude users based on their email address. If a participant’s email contains any blocked value, their data is not synced. To block emails or domains:

1. In Blocked Email, enter a domain or keyword (for example, @yourcompany.com).
2. Click + to add it to the list.
3. Repeat for additional domains or keywords.

Blocked Roles

Blocked Roles let you prevent specific event roles from syncing. If a participant has a blocked role, they are excluded from downstream systems. To block roles: 

1. In Blocked Roles, select one or more roles: Staff, Speaker, and Organizer.
2. Click Save.

Common use cases include blocking internal staff, event speakers, or organizers so only attendees sync as leads.

How Blocking Rules Work

Sync Preferences use OR logic. A participant is excluded from syncing if any one of the following is true:

• Their email matches a blocked email value.
• Their event role matches a blocked role.
• They are marked as a banned user.

Only one condition needs to be met for the user to be excluded.