Salesforce

Tags
CRM
Document Management
Tags
CRM
Document Management

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.

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Can Ziggu integrate with your systems?

Ziggu already integrates seamlessly with a number of CRM, ERP and document management systems. Can't find yours? Contact us and we'll research the possibilities!

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