Salesforce CRM (Sales Cloud) is one of the largest and most renowned CRM solutions on the market. Main features such as lead scoring, forecasting tools, and team collaboration will help to reach your goals. Get your marketing and sales departments aligned with better sales leads and quality pipelines. Key mobile functionality will allow your team to give great service while staying on target, even when working remote.
Supported Salesforce Integrations
|For Salesforce, We need you to log into your account and allow access. When you click 'Authorize Salesforce', a pop-up window will ask you to log in and allow access.
If you already authorized Salesforce in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
By default we'll sync any contact from your Salesforce list of contacts. PieSync does not sync from or into leads or accounts HOWEVER THERE IS A WORKAROUND for this...just click here to see it.
You can choose to have PieSync only sync a subset of these contacts:
[THEN] Supported Actions
When you are syncing contacts into Salesforce Contacts, you can choose to update CONTACT FIELDS, including CUSTOM FIELDS.
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Salesforce fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this: