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.

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