Repsly to Salesforce
- What does it connect? Accounts in CRM to Places in Repsly (two-way sync)
- Who is it for? Users who manage their master customer list in Salesforce or Dynamics
- What does it do? Keeps Repsly Place details synced with Account details in CRM
When you add Accounts to Salesforce the Place appears in Repsly with contact details
When you edit contact details in Salesforce the contact info is updated in Repsly
When you add a note to a Place in Repsly the Salesforce Account Description updates