Enhance your workflow by syncing companies and contacts from Cyndx directly to your Salesforce instance with our API integration.
The following documentation will walk you step-by-step through the set up process to connect both systems. Before beginning, please out to [email protected] to confirm access to this connection.
Once you have completed the steps to set your integration, you are good to begin syncing companies and contacts into your Salesforce account.
Important Notes:
Only in an Admin account, in Cyndx platform, can do setup and perform sync for company-level and/or contact/lead-level.
Users must have a Salesforce edition with API Access in order to install the connection.
Read more: Salesforce integration: How to sync companies
Salesforce Integration - How to sync contacts or leads
Setup
Step 1: Cyndx App
Login to Cyndx. Go to Manage Account, located under the Accounts drop down in the upper right hand corner.
Click on CRM integration.
Note: You must be an org admin to access this. If you are unable to proceed, please reach out to [email protected].
Step 2: Allow Access
You must be signed into salesforce and will be asked to allow access to Cyndx to initiate the setup process.
Step 3: Map Fields
Return to Cyndx. Go to Account > Account Settings > CRM Integration.
Click Edit Settings and proceed through the following field mapping screens.
The default fields shown in the screenshots below are the managing fields.
Note: If your Salesforce instance does not have a field shown, please select the option under the dropdown to "clear selection".
Account level fields to sync:
Note: If your Salesforce company configuration has a "Stock symbol" - you can have it mapped; otherwise, click Account TickerSymbol and choose Clear Selection to make it null/empty.
Contact and / or lead level fields to sync:
Note: If your Salesforce instance should map at both contact and lead level, check the box to "Sync Account with a lead". Users without permission to sync a lead in Salesforce will not be able to Sync as Lead in the Cyndx Platform and will receive an error.
Click Complete Setup to finish.
Now you are ready to visit a Cyndx profile to test the integration by hitting the Sync button shown below.
Note: If you have not yet logged in Salesforce before setting it up with your Cyndx account - a new tab will appear in order for you to access your Salesforce account; if you have logged in Salesforce prior setting up with Cyndx platform - the tab you are currently on as soon as clicking "Complete Setup" will just refresh.
Once you have completed the steps to set your integration, you are good to begin syncing companies and contacts into your Salesforce account!
Important Note: Only in an Admin account, in Cyndx platform, can do setup and perform sync for company-level and/or contact/lead-level.
Reminder: A Salesforce security feature typically logs users out after an hour or so. As a result, your "sync" / "view" button may revert to a "login" prompt. Clicking the button to login will refresh your session.