Market-leading CRM
AvailableTwo-way sync of accounts, contacts and opportunities; tasks come in.
Connect your existing market-leading CRM. Accounts, contacts, opportunities and tasks come into Pact on a schedule. Accounts, contacts and opportunities go back: switch each object on and the edits your team makes in Pact are pushed on every sync, or one record at a time. A change that came from your CRM is never pushed back to it. When both sides changed a field, your CRM's value wins unless you choose otherwise, and every conflict is logged. Deletes are not synced in either direction.
What it does in Pact
- Account, contact, opportunity and task sync into Pact
- Account, contact and opportunity edits pushed back on every sync, per object
- Your own stage mapping for each connection
- Field-level conflict rule; your CRM's changes never bounce back
- Deletes are not synced, in either direction
Setup
You'll need an admin account. Not signed in? The Connect button takes you through login first.
Permissions requested
apirefresh_tokenoffline_accessSupported events
account.syncedcontact.syncedopportunity.synced