Salesforce

CRM Integration & Data Sync

Ubico to Salesforce, Instantly.

Sync your Ubico contacts straight to Salesforce without downloading a single file. Select the action and push enriched contacts whenever you need.

Available Actions

What you can do with Salesforce

Create and update contacts

Create and update contacts from Ubico directly into your Salesforce CRM. Select your contacts, map your fields, and sync everything without any manual exports or file uploads.

How it works

Sync your contacts with Salesforce. All in simple steps inside Ubico.

01

Connect

Go to your Ubico account and select Integrations to connect your Salesforce CRM.

02

Add integration

Go to your contact list and add a new enrichment column. Select Salesforce integration and choose the action.

03

Configure & Run

Select your connection, map fields, and run the integration to sync data and update your CRM automatically.

How teams use this integration

Sync Enriched Contacts to CRM

Push your enriched contacts from Ubico into Salesforce so your sales team always has the latest data without switching between tools.

Skip the Manual Exports

Stop downloading CSVs and uploading them to your CRM. Sync contacts directly from Ubico to Salesforce.

Sales and Prospecting Aligned

Everything your team prospects and enriches in Ubico flows directly into Salesforce so nothing gets lost between platforms.

Keep your Salesforce CRM up to date

Connect Salesforce to Ubico and sync your contacts.