This comprehensive article will outline how to two-way sync contacts between iCloud and Salesforce.
Syncing contacts between iCloud and Salesforce enables sales teams to access crucial contact information directly within Salesforce, where they manage leads, opportunities, and customer interactions. This integration eliminates the need for manual data entry or switching between multiple platforms, saving time and reducing the risk of errors. With up-to-date contact details readily available, sales representatives can focus on building relationships and closing deals more effectively.
Thanks to this Two-way sync feature, you can:
- Two-way sync iCloud contacts with Salesforce.
- Update contacts simultaneously across the two platforms
- Without producing duplicates, CiraHub effortlessly syncs and moves data from iCloud to Salesforce.
This article will show you how to enable a two-way contact sync between iCloud and Salesforce.
Set Up a Two-Way Contact Sync Between iCloud and Salesforce
Create a Spoke for iCloud
- To two-way sync iCloud contacts with Salesforce, you’ll first need to log in to CiraHub. You will be taken to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example the contacts object has been selected.
2. Next start the Hub and Spoke setup. Click on “iCloud ” as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)
3. Enter your Apple ID and Password for your iCloud account.
4. Type in a Spoke name and click next.
5. Type in a Hub name and click Create.
6. Select the option to add an Additional Spoke.
7. Click on “CRMs” as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)
8. Select Salesforce as the contact spoke type.
9. Sign in with Salesforce to add your account to the Hub, or select an existing Salesforce account.
10. Select “Allow” to two-way sync Salesforce contacts and connect your Salesforce account to the CiraApps Salesforce Connector.
11.Type in a “Spoke Name” and click Next.
12. Next type in the “Hub Name” and click Create.
13. Next, right click your spoke, and select “Sync Options”. From there you will be taken to a new window, click the box which says, “Allow Hub to create and sync items in this spoke.” This will enable two-way synchronization between the Hub and your spoke.
14. Click on “Allow Hub to create and sync items in this spoke”. This will enable two-way synchronization from the endpoint to the hub database and back. Select Categorize Data in Spoke if you would like to filter out which items you would like to sync.
15. Click on “Sync now” to two-way contact sync Zoho with Salesforce. You can also edit any synchronization options for each of your spokes below.
Conclusion
The steps above have described how to two-way sync iCloud and Salesforce Contacts with CiraHub. CiraHub’s software makes it easy for anyone to quickly set up a multi-way CRM sync and more (i.e contact and calendar sync) for their company. Start your CiraHub trial today!