Below you’ll find a guide on how to perform a two-way sync between Google and Salesforce. This process will allow users to keep contacts between these two sources in constant sync.
Steps for Syncing Google with Salesforce:
1. Users will first need to log into the Cirahub Dashboard and select contacts as the object they want to sync. From there, they will need to select Google as the source type for their first contact spoke. CiraHub will prompt the user to enter their Google account details or sign in using existing credentials, and from there the Hub & Spoke process can begin. For more information about linking your Google account and creating a Hub, check out this article.
2. Users will then need to add an additional spoke, which will contain their Salesforce contacts. Again, they will need to select contacts as the object to sync and Salesforce as the source type for the new contact spoke. This will prompt the user to then sign into their Salesforce account and configure their sync settings to enable a two-way sync. More information on attaching a Salesforce spoke to an existing Hub can be found here.
CiraHub Features
Contact Filtering
Custom Field Mapping
CRM Contact Sync
Why Use CiraHub?
CiraHub makes it easy for anyone to two-way sync Google and Salesforce contacts, avoiding the need for manual contact updates or additions that can be time-intensive. Google Contacts is a ubiquitous feature across several industry verticals while Salesforce is one of the most popular Cloud-based CRM tools. With CiraHub users gain access to customizable contact filtering settings which can help you sync specific contacts, sales information, accounts, or even email campaigns between the two platforms. Below are some additional two-way sync guides by CiraHub.
