Skip to main content

Salesgear ↔ Salesforce: Two-Way CRM Integration Overview

Written by Premsanth Rajamani

Salesgear's native Salesforce integration keeps leads, contacts, ownership, field updates, and engagement activity in sync between both systems.

👉 Contact and lead syncing

Define conditions (filters) in Salesgear; Salesgear polls Salesforce at a fixed interval and imports only the leads or contacts that match.

👉 Field mapping and sync direction

Map Salesforce fields to Salesgear fields, and set sync direction per field: Inbound (Salesforce → Salesgear), Outbound (Salesgear → Salesforce), or Two-way. Owner mapping keeps the same owner reflected in both systems.

👉 What else you can do

Sync calls, emails, and tasks to Salesforce, and make calls directly from Salesforce using the Salesgear dialer — see Make Calls from Salesforce Using Salesgear Dialer.

Did this answer your question?