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.

Principais benefícios da integração

• 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.

Como funciona

• 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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