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INTEGRATIONS

Seamlessly sync contact data between Salesforce and Prokeep

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Save time with contact syncing

Set up routine scans for new or updated contacts within Salesforce and automatically enter them into Prokeep; saving you time and centralizing information.

What information is synced?

Once connected, your Salesforce and Prokeep systems will run a data sync continuously. So that when:

  • a contact is created or updated in Prokeep, it is automatically created/updated in Salesforce.
  • a contact is created or updated in Salesforce, it is automatically created/updated in Prokeep
  • a “company” is created or updated in Salesforce, it is automatically created or updated in Prokeep.

 

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