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Salesforce Integration - How to sync contacts or leads
Salesforce Integration - How to sync contacts or leads

Finder Guide | Salesforce Integration | Sync Contacts

David Bote avatar
Written by David Bote
Updated over 10 months ago

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":



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".


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