This document addresses the variety of questions we encounter while helping clients. If you have a question that’s not addressed here, please write to us at support@syncezy.com About the simPRO to Salesforce integration How often does the sync run? ...
IntegrationPortal User Guide simPRO - Salesforce Integration - Force Manual Sync The final sync function in the Integration portal for simPRO - Salesforce is the Force Manual Sync button. This Manual Sync section enables you to choose a particular ...
IntegrationPortal User Guide simPRO - Salesforce Integration - Get Sales Users The sixth function in the simPRO - Salesforce Integration Portal is the Get Sales Users button. This function retrieves the list of Sales Users from Salesforce and sends ...
IntegrationPortal User Guide simPRO - Salesforce Integration - Get Customer Profiles The fifth function in the simPRO - Salesforce Integration Portal is the Get Customer Profiles button. This function retrieves the list of Customer Profiles from ...
IntegrationPortal User Guide simPRO - Salesforce Integration - Get Customer Groups The fourth function in the SyncEzy simPRO - Salesforce Integration Portal is the Get Customer Groups button. This function retrieves the list of customer groups from ...
Integration Portal User Guide simPRO - Salesforce Integration - Get Project Tags The third function in the SyncEzy simPRO - Salesforce Integration portal is the Get Project Tags button. If you are on the Top Sync Plan, SyncEzy syncs all the details ...
IntegrationPortal User Guide simPRO - Salesforce Integration - Get Employees The second function of the simPRO - Salesforce Integration Portal is the Get Employees button. This function retrieves the list of employees from simPRO and saves it in the ...
IntegrationPortal User Guide simPRO - Salesforce Integration - Sync Now The first function in the simPRO - Salesforce SyncEzy Integration Portal is the Sync Now button. The Sync Now button manually pushes all Job and Quote contacts and tags from ...
IntegrationPortal User Guide simPRO - Salesforce Integration - Overview A typical workflow for your team might be as follows: Nurture leads and track opportunities in Salesforce Send contact and company from Salesforce to simPRO when ready to create ...