The Syncari Synapse for Freshsales CRM provides bidirectional synchronization and fully supports Syncari functions and actions to:
- Standard objects
How It Works
Objects from Freshsales CRM can be mapped to entities in Syncari using the Sync Studio. Changes on the records for these objects are periodically (near real time) synced from Freshsales CRM into Syncari. Syncari provides a flexible conflict resolution strategy in cases where multiple updates are noticed for the same record. The data can be enriched, deduped and cleansed before storing it in Syncari. Data flowing from different systems into Syncari is synced to Freshsales CRM. Syncari also supports schema changes such as: addition of new field, field rename, and field delete.
Supported Objects and Workflow
The Freshsales CRM Synapse allows synchronization on the below listed objects:
- Lead
- Contact
- Account
- Opportunity
- Campaign
Out of the box dedupe, merge, lead segmentation, lead to account matching, etc. are available in Syncari, which can be used in the sync pipeline for the above objects. Syncari also supports Freshsales CRM Actions.
Get started with Syncari for Freshsales CRM
Test drive Syncari today or request a custom demo. To understand how to get going with Freshsales CRM in your Syncari instance, refer to the support setup guide.