Salesgear’s native Salesforce integration helps you keep your CRM and outbound execution fully aligned without manual updates, CSV imports, or third-party middleware.
Once connected, leads, contacts, ownership, field updates, and engagement activity can sync seamlessly between Salesgear and Salesforce.
What you can do with the Salesforce integration
With Salesgear + Salesforce, you can:
Automatically sync leads and contacts from Salesforce to Salesgear
Push updates from Salesgear back to Salesforce
Apply conditions to control which leads or contacts sync
Tag imported Salesforce leads inside Salesgear
Keep contact data accurate using field mapping
Control sync direction per field
Sync calls, emails, and tasks to Salesforce
Make calls directly from Salesforce using Salesgear Dialer
This ensures Salesforce stays your system of record—while Salesgear handles execution.
Automatic syncing using polling
Salesgear uses polling with conditions to sync Salesforce data.
You define conditions (filters) in Salesgear
Salesgear checks Salesforce at a fixed interval
Only leads or contacts matching those conditions are imported
This gives you precise control over what enters your outreach pipeline.
Field mapping, owners & sync direction
You can map Salesforce fields to Salesgear contact fields to keep data aligned.
Available sync directions:
Inbound → Salesforce → Salesgear
Outbound → Salesgear → Salesforce
Two-way → Sync in both directions
Owner mapping ensures the same owner is reflected across both systems once the integration is active.