Syncing Contacts between Circa and Salesforce can be set up quickly with simple field mapping and a few additional considerations.

Syncing Contacts

Contacts in Circa belong to your Workspace and can be added to multiple Events and Meetings.

If a Contact is added to an event and the event is connected to a Salesforce Campaign, then the Contact will appear in Salesforce as a Campaign Member.

Contacts must have a Company to sync with Salesforce, whether they are tagged as a Lead or Customer.

Sync Frequency

The Sync works in near real-time, so any updates made to Contacts should appear in Salesforce within a couple of minutes.

• Whenever an update is made in an Event, Circa immediately pushes the update to the Salesforce.
• Circa pulls updates from Salesforce Campaigns into connected Events hourly.