Centralised Subscriber Data Integration with Power Automate

The client approached Synapx for support with the Power Platform through a time-and-materials engagement. The project focused on centralising subscriber data management and streamlining processes. This involved integrating three distinct mailing list forms into a unified database to enable efficient data capture and storage. Additionally, the solution aimed to automate data ingestion and updates, which would reduce manual effort and enhance accuracy. The delivery of the solution was structured using Agile methodology, allowing for flexibility and rapid iterations throughout the process.

Case Study

Client

The Ocean Conservation Trust

Industry

Non-profit Organisations

Country

United Kingdom

60%

reduction in manual data handling effort.

100%

capture of required fields across all forms.

50%

faster deployment compared to typical timelines.

34%

more savings than manual process estimates.

The Challenge

The current system for data collection relies on multiple form submission sources, including OCT Subscribers, the Blue Meadows Bulletin, and Schools Mailing. However, this approach presents challenges due to the lack of a centralised system for data ingestion. As a result, there are manual processes in place that not only lead to inefficiencies but also increase the risk of data inconsistency. To improve the situation, it is crucial to focus on capturing only essential personal details while excluding non-essential fields, streamlining the data collection process and enhancing overall accuracy.

 

Our Solution

Synapx developed a centralised integration system for three Typeform-based mailing lists, automating the process of collecting data and updating the database. This system captured key personal details such as First Name, Last Name, Email, Postal Code, and Email Consent. For the school’s mailing list, we also included multiple-choice responses to enrich data collection. To make this process seamless and efficient, we used Microsoft Power Automate. Power Automate allowed us to create automated workflows that connected Typeform with the database, eliminating manual data entry and reducing errors. Instead of someone downloading responses and updating records by hand, the system now updates automatically in real time. This not only saved time but ensured accuracy and consistency across all mailing lists. The project was delivered in just 4.5 days by a lean team consisting of a Data Engineer, a Power Platform Tester, and a Project Manager. The implementation was highly cost-effective, achieving a savings of 34% compared to traditional approaches.

The Result

The project now includes a seamless integration of all forms into one cohesive system, significantly enhancing efficiency. This approach has reduced manual effort and improved data accuracy, ensuring that information is reliable and easily accessible. Additionally, the solution is designed to be scalable, allowing for easy adaptation to future mailing lists as needs grow. Throughout the process, the project was completed on time and within budget, demonstrating a commitment to meeting deadlines while maintaining financial discipline.

“The Ocean Conservation Trust is a conservation charity, inspiring a global movement to promote and encourage a wave of positive behaviour towards our Ocean. With a small core team, we realised that automation of our data processes is key to increasing what our passionate team can achieve. Without the specialist skills in house, we chose to work with Synapx as they had the specific skills to deliver a targeted piece of work connecting our online forms and surveys with our CRM.

Their team delivered exactly what we needed, taking time to understand the purpose and specific requirements. By linking our Typeform online surveys with our Raisers Edge database, using Power Automate, they have enabled us to automate our incoming data processes and ensure speedy stewardship of our audiences. With this connection in place, we can spend more of our staff time delivering the impactful work of our charity and engaging more people with the Ocean.

From our initial enquiry, scoping and delivery, we found them incredibly responsive and very good to communicate with. The Synapx team really cared about delivering the best service for us and we’re very pleased with the result. We won’t hesitate to pick up the next piece of work with Synapx.”

Jasmine Watterson

Head of Fundraising

Other Case Studies

At Synapx, we’re proud to show how our solutions have transformed the way our clients work and operate. Below you can see our latest client project.

Learn Fast - Share Knowledge, Scale Adoption

Skanska

The client approached us to create a company-wide learning hub that could capture project insights quickly and make them easy to share, discover, and reuse across the organisation. The goal was to reduce the friction of publishing rich...
View Case Study

Centralised Subscriber Data Integration with Power Automate

The Ocean Conservation Trust

The client approached Synapx for support with the Power Platform through a time-and-materials engagement. The project focused on centralising subscriber data management and streamlining processes. This involved integrating three distinct mailing list forms into a unified database to enable efficient...

View Case Study

Migrating Power BI to Fabric Lakehouse with Medallion Architecture

Mount Anvil

The client approached us to automate their material transfer processes between internal and external sites. The project aimed to centralise operations and improve efficiency by replacing their manual methods with an automated system for real-time tracking. We delivered the solution...

View Case Study

Power BI Reporting & Power Apps AVC Calculator

Eclipse Power

The client approached Synapx to provide Power Platform support under a time-and-materials engagement. The project aimed to enhance data analytics and streamline business processes through Power BI implementation and creation of an AV Calculator from Excel to Power Apps,...

View Case Study

Power Platform Center of Excellence Implementation - Power BI

Fidelis

The client approached us in order to implement a reporting system to provide oversight on the implementation of power-platform within their organisation.

View Case Study

Material Management Application with Business Central Automation - Power Apps with Power Automate

Seras

The client approached us needing a system to automate their processes for managing the transfer of different materials held in piles between their internal and external sites.

View Case Study

Policies and Procedures - Power Apps with SharePoint Documents Library

LCP

The client wanted an application to effectively manage their companies policies and procedures from within a SharePoint documents library.

View Case Study
Automatic uploading and categorising of policies and procedures to SharePoint

Personnel Directory - Power Apps

LCP

The client wanted a directory within their SharePoint site to display all their staff members, and provided key contact details such as their phone number and email address.

View Case Study

Leave Calendar - Power Automate and Power Apps

LCP

The client wanted information from their third-party leave calendar tool (Timetastic) embedded within their SharePoint site.

View Case Study
Leave Calendar using Power Automate to send and approve requests
View All Case Studies

Book A Free Discovery Session

Schedule a FREE call with our power platform specialists.

Book a Discovery Session