November 01, 2012

Salesforce Two-Way Sync | Contactually

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Sign up to integrate your Salesforce account with Contactually to sync contact data two ways!

The people in your network make you successful. Contactually helps generate your actual address book from your e-mail, Facebook, LinkedIn, and Twitter. We'll even automatically keep it up to date for you.

Contactually can also sync all of your contacts with your company's CRM, like Salesforce. In your settings page, you can easily connect Contactually to your Salesforce organization. More, we now work with all editions of Salesforce, from the Contact Manager to the Unlimited plan.

You can then choose what information gets added to Salesforce. Should we create Contacts or Leads? Do you want Contactually's daily follow-up reminders added as tasks into Salesforce? We can also log activities into Contactually, with your recent email and social conversations with that contact, which we automatically collect.

Don't want all of your contacts added to Salesforce? Don't worry, you can choose which buckets of contacts get added. Then, whenever you update any information about a contact in a synced Bucket, we'll automatically push it to Salesforce and keep it updated.

Now, not only can you sync information from your Contactually account to Salesforce, you can also pull information from Salesforce into Contactually! Make sure you're keeping in touch with your most important opportunities with Contactually and Salesforce.