November 07, 2012
Contactually increases Salesforce integration capabilities
Contactually adds bidirectional sync to its Salesforce integration and now supports all levels of Salesforce users.
Contactually announces the highly anticipated overhaul of its integration with Salesforce. The Washington, DC-based technology start-up is pleased to report that starting today, its Salesforce integration will support all versions of Salesforce from the Contact Management to the Unlimited plan, ensuring that entire range of Salesforce users can benefit from Contactually's relationship management platform and features.
In addition to increasing its compatibility with the Salesforce platform, Contactually's bidirectional update to the Salesforce integration includes:
- Two-way contact data sync between Salesforce and Contactually
- Syncing capabilities for tasks, notes, and contacts to and from Salesforce
- Add follow-up reminders to Salesforce as Tasks
- Log Salesforce activity as Recent Activity in Contactually
- Two-way email and social media conversation history sync
- Choose between adding a record as a Contact or a Lead in Salesforce
"We know how crucial a fully functional and integrated CRM is for business professionals. Contactually is thrilled to work with salesforce.com, one of our preferred partners, to increase the functionality of our integration and bring our relationship management solution to all levels of Salesforce users," said Contactually CEO and co-founder Zvi Band.
Professionals looking to sync their email and social media contacts with Salesforce can take advantage of the new features by enabling the integration at https://www.contactually.com/settings/integrations
Contactually, a 500 Startup-backed company, was founded in 2011 by Zvi Band, Tony Cappaert and Jeff Carbonella. The Washington, D.C.-based technology start-up focuses on managing your most important professional relationships by reminding you to follow up. The SaaS platform integrates seamlessly with email, social networks, and third-party CRMs to keep all of your contacts up-to-date and in sync across your entire network.
Currently, Contactually supports Gmail, Google Apps, IMAP, and Microsoft Exchange email. POP3 email is compatible with Contactually using the Outlook for Windows plug-in. The service integrates with Facebook, Twitter and LinkedIn, as well as with Salesforce, Highrise, Pipedrive, SugarCRM, and MailChimp.