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