SyncPenguin's connector for Salesforce contacts

Sync your Salesforce contacts two-way or one-way with other apps and services


Free 14-day trial with full support and no credit card

Contact information often ends up scattered across Salesforce, email clients, phones, marketing tools and other CRMs. Sales reps miss details, marketing lists go stale, and teams waste hours copying and pasting or importing and exporting CSV files. SyncPenguin's Salesforce Contacts connector removes this manual work by automatically keeping contacts consistent across all your apps. New contacts, updates and deletions flow where they need to, without creating duplicates.

How does it work?

The Salesforce Contacts connector keeps your Salesforce CRM contacts in sync with the other tools your team uses every day, including Outlook, Microsoft 365, Google Contacts, iCloud, HubSpot, Mailchimp and many more. Set up one-way or two-way syncs in minutes. Choose exactly which contacts get synced, how fields are mapped, and what happens when records are created, updated or deleted, all without writing any code. Standard contact details, company accounts and your own custom Salesforce fields are supported, so your contact data stays accurate wherever you work.

Popular real-world use cases

  • Sync Salesforce contacts to each sales rep's Outlook or Microsoft 365 contacts, so caller details and emails are always at hand on desktop and mobile.
  • Push your company's Microsoft 365 Global Address List (GAL) into Salesforce, so internal colleagues and partners are always up to date in the CRM.
  • Two-way sync between Salesforce and Google Contacts, so contacts added on an Android phone or in Gmail appear in Salesforce automatically.
  • Keep Salesforce and HubSpot contacts aligned, so sales works in Salesforce while marketing runs campaigns in HubSpot from the same contact data.
  • Sync only Salesforce contacts with a specific lead source or custom 'Newsletter' checkbox to Mailchimp, so your audiences stay up to date without CSV imports.
  • Sync Salesforce contacts to Apple iCloud Contacts, so iPhone users see the names of customers when they call.
  • Migrate or keep contacts in sync between Salesforce and Pipedrive or Zoho CRM during a CRM transition or across separate teams.
  • Sync customers from QuickBooks or Xero into Salesforce, so sales has the same customer contact details as accounting.
  • Bring Shopify and Square customers into Salesforce as contacts, tagging them with a lead source to tell online and in-store buyers apart.
  • Sync Salesforce contacts with Exchange On-Premises contacts for organizations running their own mail servers.

Key features

Two-Way Sync

Keep Salesforce contacts and your other apps in sync in both directions, or push updates only one way. New, updated and deleted contacts are handled automatically.

Custom Fields

Sync your own Salesforce fields, including text, checkboxes, numbers, currency, percentages, dates, picklists and multi-select picklists.

Smart Account Linking

A contact's company is automatically linked to the matching Salesforce Account. If no matching Account exists, one is created for you.

Deletion Tracking

Contacts deleted in Salesforce can be removed from your other apps too, so outdated records don't pile up.

Sandbox Support

Connect a Salesforce Sandbox to test your sync setup safely before going live with your production data.

Affordable & Scalable

With SyncPenguin you only pay for changes to your data, regardless of how many contacts you initially have, or will have in the future.

Supported fields

First name Last name Salutation Job title Department Company (Account) Email Phone numbers Addresses Birthdate Description Lead source Assistant name Custom text fields Custom email, phone & URL fields Custom long text fields Custom checkbox fields Custom number, currency & percent fields Custom date fields Custom picklist fields Custom multi-select picklist fields

Things to note

  • Your Salesforce edition must include API access. This is included in Enterprise, Unlimited, Performance and Developer editions, and available for Professional edition as an add-on.
  • This connector syncs Salesforce Contacts. Leads and other objects are not included. Salesforce calendar events can be synced with the separate Salesforce Calendar Meetings connector.
  • Salesforce stores one primary email per contact. Additional email addresses from other apps can be mapped to custom email fields using custom rules.
  • Salesforce has one field per phone type (work, mobile, home, fax, other, assistant) and two addresses (Mailing and Other), so only one value of each type is synced.
  • Companies are matched to Salesforce Accounts by exact name. If no Account with that name exists, a new one is created automatically.
  • Salesforce requires a last name. When a contact only has a first name, it is saved as the last name so the contact can still be created.
  • Custom lookup (relationship) fields and date/time fields are not available for syncing. Custom date fields are synced as dates without a time.
  • If Salesforce duplicate rules or validation rules are active, contacts that break those rules won't be created until the rule or data is adjusted.
  • If State and Country picklists are enabled in Salesforce, synced address values must match the allowed options. Custom rules can be used to standardize them.
  • Changes are picked up during regular sync runs rather than instantly, so updates may take a short time to appear.
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Frequently Asked Questions

Can I sync Salesforce contacts with Outlook or Microsoft 365?

Does SyncPenguin support Salesforce custom fields?

Will syncing create duplicate contacts in Salesforce?

Can I sync only some of my Salesforce contacts?

Can I test the sync with a Salesforce Sandbox first?

What happens when a contact is deleted in Salesforce?

Which Salesforce editions are supported?

Free 14-day trial with full support and no credit card

About Salesforce

Salesforce is the world's leading customer relationship management (CRM) platform. Businesses of all sizes use it to manage sales, customer service, marketing and more. Its Contacts hold the people your business works with, linked to their company Accounts. They form the foundation for sales pipelines, customer communication and reporting. Salesforce is highly customizable, letting organizations add their own fields and picklists to fit their processes.

Official website: https://www.salesforce.com/crm/