Salesforce + Syncro Integration

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Syncro + Salesforce Integration

Create Salesforce contact for new Syncro customer

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Syncro - Salesforce integration, anytime a new Syncro customer is created, an Salesforce contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Syncro + Salesforce Integration

Create Salesforce record for new Syncro customer

When a new customer is created in your Syncro, you can automatically create a record for them in your Salesforce. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Syncro + Salesforce Integration

Create Salesforce task for new Syncro payment

When you make a payment in Syncro, be sure to create a task in Salesforce! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
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Syncro + Salesforce Integration

Create Salesforce account from new Syncro invoice

If you're a small business owner who uses Syncro to manage your finances, you may be wondering if there's a way to automatically create a account profile in Salesforce whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Salesforce and Syncro!
Syncro + Salesforce Integration

Create Salesforce task for new Syncro customer

In Syncro, when you create a customer, it automatically creates a task in Salesforce for that customer. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular customer on their customer profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Syncro + Salesforce Integration

Create Salesforce task for new Syncro invoice

If you use Syncro to manage your invoice, you can also use Salesforce to create and manage task associated with those invoice. Creating a task in Salesforce will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Salesforce + Syncro Integration

Create Syncro customer for new Salesforce record

Automatically creating Syncro customer records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Salesforce + Syncro Integration

Create Syncro customer from new Salesforce account

If you have created a account in Salesforce, it's important to create a customer in Syncro. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Salesforce + Syncro Integration
1.
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
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    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
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    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
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    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
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    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
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    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
  • Syncro
    Customer is created in Syncro
  • Syncro
    Ticket is created in Syncro Instant
  • Syncro
    Ticket status is changed in Syncro Instant
  • Syncro
    Ticket is marked as resolved in Syncro Instant
  • Syncro
    RMM alert is created in Syncro Instant
  • Syncro
    Invoice is created in Syncro Instant
  • Syncro
    Payment is made in Syncro Instant
2.
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
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    Update record in Salesforce
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    Search record in Salesforce
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    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
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    Create contact in Salesforce
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    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
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    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
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    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
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    Search account in Salesforce
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    Update account in Salesforce
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    Create task in Salesforce
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    Update task in Salesforce
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    Search task in Salesforce
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    Get tasks by contact Id in Salesforce
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    Create case in Salesforce
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    Update case in Salesforce
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    Search case in Salesforce
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    Get Record by Id in Salesforce
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    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
  • Syncro
    Create customer in Syncro
  • Syncro
    Search customer in Syncro
  • Syncro
    Create ticket in Syncro
  • Syncro
    Create lead in Syncro
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