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Can I update my contacts in Upflow with my Salesforce data?
Can I update my contacts in Upflow with my Salesforce data?

Make sure your account info are up to date by importing the latest Salesforce changes operated by your customer-facing teams into Upflow!

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Written by Dacha Kortes
Updated over a week ago

If your customer-facing teams neither use your billing solution nor Upflow, keeping your contact and account management information up to date can quickly become tedious.

Our Salesforce integration will allow you to synchronize your Upflow account and update it with data from your CRM.

  • Account managers

  • Customer contacts

You can configure it from your settings.


⚠️ The synchronisation only goes one-way, and you will not be able to update your Upflow contacts details (not applied to their position!) once they’ve been imported from Salesforce.


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