Keep your customer data moving.
What You Can Do
Sync customer records
Keep contact information, accounts, and customer history updated.
Track sales pipelines
Monitor opportunities, deal progress, and revenue activities.
Connect teams around customers
Give sales, marketing, and support teams access to shared insights.
Automate CRM workflows
Trigger actions based on customer events and sales milestones.
Ideal For
Sales teams
Customer success teams
Marketing teams
Revenue operations
Setup
Connect your Salesforce organization.
Select objects and data to synchronize.
Configure workflows and permissions.
Begin managing customer operations seamlessly.
Security & Access
Maintain control over customer information with secure authentication, data permissions, and enterprise-grade access management.
