With CRM Sync, administrators can now effortlessly synchronize user data with third-party systems and Salesforce during key lifecycle events like creation, updates, and deletion. Available on Professional and Enterprise, this feature ensures your records are always accurate and up-to-date, reducing manual entry and minimizing errors.
Enjoy seamless management of contact information and custom field data (excluding File custom fields), keeping your system aligned and enhancing your business intelligence. Elevate your customer relationship management with this streamlined and efficient solution.
To sync your Deskpro account with Salesforce, check out the Salesforce Sync guide. Or to use a 3rd party CRM, check out the Webhook CRM Sync guide.