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Salesforce

Sync accounts and contacts, and log portal activity on the account timeline.

CRMAvailable
Enterprise plan
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Overview

For larger agencies on Salesforce, Ferrybox syncs accounts and contacts and logs approvals, invoices and payments as activities on the account.

Field mapping and sync rules are set up with your success manager during onboarding.

What you can do

  • Sync accounts and contacts
  • Log approvals and payments as activities
  • Custom field mapping
  • Sandbox support for testing

How to set it up

  1. 1Install the Ferrybox package from AppExchange
  2. 2Map fields with your success manager
  3. 3Test in a sandbox, then turn on sync in production

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