Knowledge Base > Salesforce > Synchronizing contacts / leads from SF to inwise

in Salesforce

By using synchronization of contacts/leads from Salesforce to inwise, you can define filters on your contacts/leads, schedule the synchronization to a specific time each day so that the list of contacts/leads will be up to date.
You can also synchronize a view of contacts/leads in Salesforce to inwise.

Standard sync

On the main screen of inwise plugin for Salesforce, click ‘New Sync (Manually)’:

1. In the first step:

  • Choose a name for the sync
  • select the inwise account
  • select or create a name for the inwise group (you can select an existing Salesforce group from the drop-down list)
  • Moove to the next step

2. In the next step, select Contacts, Leads or both.

Now select the filters you want to apply on your contacts/leads. You can add another condition by clicking on the green plus icon.

Note the option: Add leads/contacts to a group (do not delete existing records from inwise)

If you do not check this option, each time the synchronization runs, all the contacts in the inwise group will be deleted and replaced with the contacts that meet the filters in the current synchronization run.

If you check this option, each time the synchronization runs, the contacts that match the filters in sync will be added to the existing contacts in the inwise group, without deleting existing contacts.

Then, click Save.

3. In the third step, you will be able to see a preview of the contacts that met the conditions that we set in the previous screen.
We can choose to schedule or run the synchronization now by clicking “Schedule”.

4. In the four steps, you can schedule the synchronization to run every day at a certain time. After setting the time, select “Save & Schedule”.
If you want to run the synchronization manually, click “Execute Now”:

5. From the main screen of the inwise plugin, you can always edit the synchronization by clicking “Edit” or to run the sync manually by clicking “Schedule” and then, “Execute Now”.

6. Now you can log in to your inwise account and see that a group has been created with the number of synchronized contacts/lead:

View synchronization

The process of synchronizing a view is very similar to the standard synchronization.
Click on “New Sync (Existing Views)” on the main screen of the inwise plugin:

1. In the first step:

  • Choose a name for the sync
  • select the inwise account
  • select or create a name for the inwise group (you can select an existing Salesforce group from the drop-down list)
  • Then choose whether we want to synchronize a view of contacts or leads and select a View.

As in the standard synchronization screen, there is the option to delete or add to existing contacts in the group each time the synchronization runs.

Note: There is a Salesforce restriction – You can sync up to 10,000 in View Sync. If you need to sync more than this number, use the standard sync.

After completing the settings, choose “Save” and see the contacts selected from the View. Click “Save” again and go to the main screen.

By clicking on “Schedule” under the synchronization we created, we can schedule a daily synchronization time or run manually.

Now you can enter your  inwise account and see a group with the synchronized contacts:

Next: Automatic lead sync from landing pages to Salesforce