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How do I sync Owner between PersistIQ and Salesforce?
How do I sync Owner between PersistIQ and Salesforce?
Nick Steeves avatar
Written by Nick Steeves
Updated over a week ago

This article will show you how to sync Owner for a Lead or Contact in Salesforce to the Owner field in PersistIQ.

First, make sure you have Salesforce Sync enabled on your account and properly authenticated with a Salesforce admin on your team.

In PersistIQ, go to your Salesforce Sync page - https://persistiq.com/app#/integrations/salesforce/sync

Step 1: User Mapping

Click on User Mapping and ensure the users in PersistIQ are properly mapped to the users in Salesforce.

Step 2: Sync Owner

Check if the syncer is active under "Two-way sync"

That's it. Now changes to Owner will sync between the two systems.

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