Knowledge Base > Salesforce > Sync Salesforce leads and contacts to inwise

in Salesforce

With this feature, you will be able to configure a filler on your leads and contacts in Salesforce. Then you can schedule a sync of these filtered leads/contacts to inwise. In this way, you will always have the updated list that you wand inside your inwise account.

Step by step of how to configure this:

  1. From inwise tab, press on “New Sync” and the wizard will be opened
  2. Give your sync a name that will describe your filler
  3. Choose leads or contacts or both
  4. Now you can build your filter by adding more criteria and press save. You will see the current leads and contacts that match your filters.

 

Now you can configure a schedule for this task or you can also run it manual