Tech Partners

Software that's powerful, not overpowering. Seamlessly connect your data, teams, and customers on one customer platform that grows with your business.

header Salesforce image

Salesforce

 Keep records in sync between Kalumma and Salesforce

Disponible para

Paid Integration

Detalles de la aplicación

Type: Direct
Setup: Turnkey
Version: 1

Detalles del Desarrollador

Capturas de pantalla

Descripción

Connect Salesforce to Kalumma to keep accounts, contacts, and opportunities aligned across both systems. Records stay consistent, so your team works from current CRM data without switching tools or re-entering information. Choose which objects to sync and in which direction, and let updates flow automatically. Setup is guided, so most teams can connect and configure without engineering help.

Características

Object sync

Keep accounts, contacts, and opportunities aligned between Kalumma and Salesforce.

Per-object direction

Choose one-way or two-way sync for each object so data moves the way you want.

Field mapping

Map Salesforce fields to your Kalumma records so data stays consistent and complete.

How it Works

Once connected, Kalumma and Salesforce keep shared records in step. Accounts, contacts, and opportunities flow between the systems based on your sync preferences, so a change in one place is reflected in the other. You choose which objects participate and whether sync runs one-way or two-way per object. Teams that want more control can use the connection to reflect Kalumma activity against CRM records or trigger follow-up. Configuration is handled through a guided setup with documentation, so you can connect objects, map fields, and set preferences without writing code.

Diagramas de Integración

Datos

Información del Prospecto

Información del Prospecto

Contacto

Contacto

Trato

Trato

Salesforce
Salesforce
Datos

Información del Prospecto

Información del Prospecto

Contacto

Contacto

Oportunidad

Oportunidad

Reseñas

Escribe tu propia reseña

Disponible para

Paid Integration

Detalles de la aplicación

Type: Direct
Setup: Turnkey
Version: 1

Detalles del Desarrollador