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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