Two-Way CRM Sync
Information for organizations looking to sync or merge contact lists, public folders, shared mailboxes and more across different platforms.
Syncing or merging multiple CRM’s historically has been been a pain. CiraHub is here to change that.
CiraHub allows users to sync or merge CRMs with one another, or with other contact lists. No longer do admins need to manually download contact lists, upload, then merge – CiraHub cuts the hassle and does it for you. Get a taste of two-way sync today.
CiraHub’s Multi-Way Sync Works With The Following Apps:
When do organizations need a CRM sync?
There are several reasons why an organization would want to sync contacts from multiple CRM sources. For example, when a company undergoes a merger, it will need to sync contacts of employees and vendors between organizations through the transitional period. Likewise, various departments within an organization may store contacts in multiple CRMs, e.g., Salesforce, HubSpot, and ActiveCampaign. Without a sync solution, a user would need to add, update, and delete contact information across multiple platforms. This is especially problematic for departments that obtain a lot of new contacts within a short period. A CRM sync can be done between the same or different tenants to streamline communications and improve organizational workflows.
Why CiraHub for CRM sync?
CiraHub is a two-way sync platform for shared contacts and calendars suitable for Microsoft Office 365, G-suite, Exchange Server, and other Microsoft Enterprise Applications users. It helps avoid the arduous and repetitive task of manually updating contacts in individual CRMs, which can take up huge amounts of time and affect productivity.
What can CiraHub sync CRMs to?
CiraHub allows contacts to be synced or merged from a variety of CRMs in many different combinations as well as between tenants. Although CRMs are read-only, you can easily sync contacts from different CRMs to a centralized Hub and then use CiraSync, another Cira Apps solution, to distribute them to employees’ smartphones. Best of all, Cirahub is simple to use and requires no prior IT experience. Below is a quick look at some CRM sources you can sync with CiraHub:
Salesforce:
Salesforce is a popular Cloud-based CRM tool for support, sales, and marketing teams. You can use CiraHub to sync Salesforce CRM contacts with other CRMs, public folders or user mailboxes in real-time.
Pipedrive:
Pipedrive makes it easier for organizations to better manage their sales pipelines and drive more closed deals, particularly for small- and medium-sized businesses. CiraHub’s Pipedrive CRM connector allows you to sync contacts with a hub and share them with other CRM platforms.
HubSpot:
HubSpot is one of the most popular CRM tools today. It is an integrated platform of marketing, sales, customer service, operations, and CRM software designed to empower teams and help businesses grow. CiraHub enables HubSpot Contact Sync to a hub which can then be shared with other CRM platforms.
Office 365 Mailboxes:
Organizations can use CiraSync to automatically distribute CRM contacts synced from a Hub on CiraHub’s Dashboard to employees’ smartphones on an periodic schedule.
ActiveCampaign:
Salesforce is a popular Cloud-based CRM tool for support, sales, and marketing teams. You can use CiraHub to sync Salesforce CRM contacts with other CRMs, public folders or user mailboxes in real-time.
Procore:
Procore is a Cloud-based construction management software that allows teams at construction companies to collaborate on construction projects and share information. The Procore connector on CiraHub can integrate directly with the platform for contact sharing between a created Hub.
Public Folders:
Users without access to a CRM can view contacts fed to a Hub on CiraHub’s Dashboard in their Outlook client by attaching a Public Folder Spoke.
Google Workspace:
CiraHub enables one-way contact sync from CRM sources, e.g., ActiveCampaign, HubSpot, and Salesforce to a Hub which can be synced 2-way with users’ Google Workspace apps, such as Google Contacts.
Practical Use-Cases For Two-Way CRM Sync
CRM contact sync | Marketing agency and an electronics component distributor
CRM contact sync | Marketing and Sales Team within an Organization
CRM contact sync | insurance firm and investment bank
CRM contact sync | Software companies in joint venture
