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.