PersistIQ has a powerful bi-directional sync integration with Salesforce:
What is Synced between PersistIQ and Salesforce?
Leads
Lead Creation: The lead creation can be configured to be either bidirectional or one-way. With bi-directional, if you create a lead in either Salesforce or PersistIQ, your updates will be reflected in both systems.
Lead Fields: The lead fields can be configured to be bidirectional, one-way push, or one-way pull. PersistIQ allows you to create as many custom fields as you like, so you can create 1:1 mapping with your Salesforce data.
Lead Status: The lead status sync is bi-directional. PersistIQ allows you to create custom lead statuses to map 1:1 with your Salesforce setup.
Contacts
Contact Creation: The contact creation is currently one-way, from Salesforce to PersistIQ. If you create a contact or make changes to a contact in Salesforce, the contact is automatically created in PersistIQ.
Contact Fields: The contact fields can be configured to be bidirectional, one-way push, or one-way pull. PersistIQ allows you to create as many custom fields as you like, so you can create 1:1 mapping with your Salesforce data.
Contact Status: The contact status sync is bi-directional. PersistIQ allows you to create custom lead statuses to map 1:1 with your Salesforce setup.
Accounts
Account Fields: The account fields can be configured to be bidirectional, one-way push, or one-way pull. PersistIQ allows you to create as many custom fields as you like, so you can create 1:1 mapping with your Salesforce data.
Activity: We sync over tasks associated with a lead or contact
Emails from PersistIQ: Outgoing and incoming emails can be logged as activity records in Salesforce.
Emails from your account: Outgoing and incoming emails sent directly from your individual email account can be logged as activity records in Salesforce.
Calls: PersistIQ allows you to create custom call outcomes to map directly to your Salesforce setup. Completed calls are logged as activity records in Salesforce.
Syncer Behavior:
The syncer runs continuously and syncs every 10 minutes.
Only records that are created or changed AFTER the syncer is turned on will be synced.
When a Lead in Salesforce is converted to a Contact, PersistIQ automatically updates the Salesforce ID to continue syncing with the Contact.
Here's an example of the sync:
I add a title "VP Sales" to the lead in PersistIQ and it automatically updates in Salesforce.
