Salesforce + 1stContact.ai
Keep Salesforce and 1stContact.ai in lockstep—sync core objects, trigger cadences, and report across systems.
CRM
Two-Way Sync
Enterprise
Overview
Mirror leads, contacts, accounts, and opportunities with custom field mapping and ownership rules. Launch 1stContact.ai automations when Salesforce stages change or when tasks are completed, keeping outreach perfectly timed. Use omni-channel sequences in 1stContact.ai while preserving Salesforce as the system of record where required. Build unified reports that combine pipeline data with campaign results and service interactions.
Key Features
- Two-way sync for Leads, Contacts, Accounts, and Opportunities with filters and mapping.
- Stage-based triggers to start/stop cadences and playbooks automatically.
- Task and activity logging back to Salesforce for compliance and visibility.
- Owner/territory rules and dedupe to prevent collisions and keep data clean.
