Salesforce
The same customer in Salesforce and Hivenza
Contacts and companies stay in step both ways, so the person writing to you is the same person your account team sees. Workflows can read the opportunity and write a note back.
Get startedIncluded in the Agency plan.
What you can do
- Sync contacts and companies both ways, with field mapping
- Choose which side wins for each field
- Read opportunity stage, amount and owner in workflow conditions
- Create or update a record and add a note from a workflow
Good to know
- A dry run says what would change before the first sync
- A log shows each sync and what did not sync, and why
- Owners and admins connect Salesforce for the workspace
Included in the Agency plan.
How teams use it
- Account teams see support
- An account owner opens a contact and sees the conversations behind it.
- Route to the owner
- Assign a conversation to the person who owns the account in Salesforce.
- Notes that follow
- A solved ticket leaves a note on the Salesforce record.
Connect Salesforce
- 1
Connect
In Settings, choose Salesforce and sign in.
- 2
Map the fields
Choose which fields match and which side wins.
- 3
Run the dry run
Read what would change, then start the sync.
Questions
Will it overwrite my CRM?
Not by surprise. The dry run lists the changes first, and each field has a rule for who wins.
Can it read opportunities?
Yes, in workflow conditions: stage, amount, owner and close date.
Which plan includes it?
Agency and Enterprise.
Keep one customer record, not two
