Salesgear's native Salesforce integration keeps leads, contacts, ownership, field updates, and engagement activity in sync between both systems.
đ 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.
đ Field mapping and sync direction
Map Salesforce fields to Salesgear fields, and set sync direction per field: Inbound (Salesforce â Salesgear), Outbound (Salesgear â Salesforce), or Two-way. Owner mapping keeps the same owner reflected in both systems.
đ What else you can do
Sync calls, emails, and tasks to Salesforce, and make calls directly from Salesforce using the Salesgear dialer â see Make Calls from Salesforce Using Salesgear Dialer.
