Why connect Salesforce with Ziggu?
When your CRM is the brain of your operations, keeping everything in sync matters.
The Ziggu x Salesforce integration ensures that your projects and clients stay up to date in Ziggu - automatically, every hour.
Salesforce remains your single source of truth. Ziggu becomes your client-facing communication platform.
No more double entry. No more mismatched data. Just a clean, reliable connection between internal follow-up and customer experience.
Main benefits of the integration
- Salesforce is your source of truth
Data in Ziggu is always synced from Salesforce and stays read-only - ensuring accuracy and reducing human error. - Always up to date
Your integration checks for changes every hour and performs a full sync once a day, so clients always see the latest info. - Structured projects, synced cleanly
Projects, and subprojects, such as buildings and units are automatically mapped between Salesforce and Ziggu. - Clients are synced too
Client info (Accounts and Contacts) is synced to Ziggu, allowing you to invite them seamlessly to their portal without retyping a thing. - Less admin, more confidence
Teams can stop chasing data inconsistencies and focus on delivering great project experiences.
How it works
- The integration runs hourly incremental syncs, checking what changed since the last sync.
- New or updated info for Contacts and Projects in Salesforce is synced with Ziggu.
Salesforce stays the master system. Ziggu reflects it for flawless customer-facing communication.
