CRM Archives

How to Two-Way Sync Google and Salesforce Contacts

by [email protected] | Jan 24, 2024 | CiraHub Support, Contact Sync, CRM Sync

This comprehensive article will outline how to two-way sync contacts between Salesforce and your Google Account. Salesforce is a CRM platform designed to help businesses manage their sales, marketing, and customer service activities. Companies can use Salesforce to...

How to Two-Way Sync Contacts Between a GAL and an Exchange Server Mailbox

by [email protected] | Feb 19, 2024 | CiraHub Support, Contact Sync, CRM Sync, Global Address List (GAL) Sync

This article will outline how to two-way sync contacts between a GAL and an Exchange Server Mailbox. Cirahub users can sync contacts between Salesforce, HubSpot, ActiveCampaign, and more. Transfer, duplicate, and share customer contacts across all employee devices. ...

How to Two-Way Sync Contacts Between Google and a Global Address List

by [email protected] | Jul 22, 2023 | CiraHub Support, Contact Sync, CRM Sync, Global Address List (GAL) Sync

Are you in need of a synchronization service that can sync your Global Address List contacts with other platforms, such as Google? If so, you’ve come to the right place! CiraHub allows users to two-way sync their contacts across Google and a Global Address List...

How to Two-way Sync Salesforce with a Global Address List

by [email protected] | Jan 25, 2024 | CiraHub Support, Contact Sync, CRM Sync, Global Address List (GAL) Sync

Salesforce is a comprehensive ecosystem that enables businesses to track customer journeys, manage sales pipelines, and analyze data for actionable insights. The true magic, however, unfolds when Salesforce is in perfect harmony with a Global Address List (GAL)....

How to Two-way Sync Salesforce with SharePoint

by [email protected] | Feb 2, 2024 | CiraHub Support

Salesforce, favored for its robust customer relationship management (CRM) capabilities, is a staple tool for managing customer interactions, sales prospects, and business partnerships. SharePoint, on the other hand, excels in organizing, storing, and retrieving...

CRM Contact Sync Between a Marketing Agency and an Electronics Component Distributor

by [email protected] | May 18, 2023 | CRM Sync, Use Cases

CRM Contact Sync Between a Marketing Agency and an Electronics Component Distributor Primary Actor: Confluent Electronics (CE) Secondary Actor: ElectroZone (EZ) Client’s Pain Point Confluent Electronics is a leading electronic component distributor based in...

CRM Contact Sync Between an Insurance Firm and an Investment Bank

by [email protected] | May 18, 2023 | CRM Sync, Use Cases

CRM Contact Sync Between an Insurance Firm and an Investment Bank Primary Actor: Vantage Insurance, LLC Secondary Actor: Greystone Investments Client’s Pain Point Vantage Insurance (VI) is an Ohio-based organization that provides Health, Vision, and Auto...

CRM Contact Sync Between Construction Companies in a Partnership

by [email protected] | May 18, 2023 | CRM Sync, Use Cases

CRM Contact Sync Between Construction Companies in a Partnership Primary Actor: Apex Construction Secondary Actor: Zenith Construction Client’s Pain Point Apex Construction (Apex) is a renowned construction company headquartered in Nevada that recently entered a...

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