CRM sync, enrichment & export — found from sitemap — Albacross

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Facts read from this source

• CRM sync direction Report an error

  “CRM Sync works the other way: it brings your Salesforce Lead and Account data back into Albacross, so you can segment and prioritise website visitors by what's already in your CRM”

• Connector writes Report an error

  “The Salesforce connector pushes companies and contacts into Salesforce — creating and updating Leads, Accounts, Contacts and custom objects.”

• Sync objects Report an error

  “Salesforce CRM Sync covers two objects, and you can enable either or both: Tick SYNC LEADS, SYNC ACCOUNTS, or both.”

• Matching method Report an error

  “Matching is by website. A visitor is linked to a Salesforce record by the domain in its Website field. Leads and Accounts with an empty Website are skipped”

• Sync refresh interval Report an error

  “Albacross re-checks Salesforce every 5 minutes. Each run pulls the Leads and Accounts whose Last Modified Date has changed since the previous successful run, and drops records that were deleted in Salesforce.”

• Stored fields Report an error

  “Albacross always stores each record's Id and Website as well — those are used for matching and don't count towards your eight fields.”

• Filter capabilities Report an error

  “Exists — include or exclude companies that already exist in Salesforce as an Account, a Lead, or either.”

• Company profile card Report an error

  “The card is a live lookup in Salesforce rather than a read of your synced data, so it works as soon as Salesforce is connected and the company has a website — it doesn't need CRM Sync at all.”

• Slack link Report an error

  “the field picker gains a Links to CRM group containing Link to Salesforce Account, so a Slack alert can link straight to the CRM record.”

• Sync independence Report an error

  “CRM Sync is independent of connectors — you can use either on its own.”

• API requirement Report an error

  “API Enabled on your Salesforce org (and on the profile or permission set of the user you connected with). CRM Sync reads your records over the Salesforce REST API.”

• API only user option Report an error

  “or, if you connect through a dedicated integration user, Integrating Salesforce with API Only User.”

• Permission requirement Report an error

  “An Albacross user with the Integration settings and Connectors permissions.”

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