Syncing Contacts or Leads from your Cyndx List to your Salesforce Account will be available once you have fully Integrated both your Salesforce and Cyndx account

Important Note: Only in an Admin account, in Cyndx platform, can perform sync for company-level and/or contact/lead-level.

How to set up Salesforce integration

How to sync contacts or leads from Cyndx to Salesforce

Step 1: Find the company, or companies, you want to search or if you have a list, you may pull it from "Lists":

How to sync contacts or leads from Cyndx to Salesforce

Step 1: Find the company, or companies, you want to search or if you have a list, you may pull it from "Lists":

Step 2: Select the company you need contacts with, if from Finders you may just click the "Three dots" and click "View Contacts"

Step 3: Upon clicking View Contacts, you will find a cloud-like to sync with a drop-down box to choose between "As Contact" or "As Lead":

You may also click on the company's profile and proceed to contacts Tab:

After which, a prompt will appear notifying that you have been successful with your sync.

Note: Clicking the cloud-like button, or Sync button, immediately will automatically link the person as "Contact".

​How to sync contacts or leads from Cyndx to Salesforce

Step 1: Find the company, or companies, you want to search or if you have a list, you may pull it from "Lists":​​

​Step 2: Select the company you need contacts with, if from Finders you may just click the "Three dots" and click "View Contacts"​​

Step 3: Upon clicking View Contacts, you will find a cloud-like to sync with a drop-down box to choose between "As Contact" or "As Lead":​

​You may also click on the company's profile and proceed to contacts Tab:​

After which, a prompt will appear notifying that you have been successful with your sync.

Note: Clicking the cloud-like button, or Sync button, immediately will automatically link the person as "Contact".​

How to sync contacts or leads from Cyndx to Salesforce

Step 1: Find the company, or companies, you want to search or if you have a list, you may pull it from "Lists":

Step 2: Select the company you need contacts with, if from Finders you may just click the "Three dots" and click "View Contacts"

Step 3: Upon clicking View Contacts, you will find a cloud-like to sync with a drop-down box to choose between "As Contact" or "As Lead":

You may also click on the company's profile and proceed to contacts Tab:

Note: Clicking the cloud-like button, or Sync button, immediately will automatically link the person as "Contact".