HiHello supports syncing with Salesforce for all HiHello Business and HiHello Enterprise customers. This native integration allows users to add all their HiHello contacts to their Salesforce CRM.
Why Integrate HiHello with Salesforce
1. Centralized contact management
Bring contacts and leads to one central place with the HiHello X Salesforce integration.
2. Connect your workflow
Streamline contact capture and processing with an automated contact flow from HiHello to Salesforce.
3. Customize sync controls
Choose from custom, flexible options to manage what information is transferred and how that information appears in Salesforce.
How to sync HiHello with Salesforce
Connecting HiHello with Salesforce is simple from the Integrations settings menu. All you need to do is click to connect with Salesforce and log in. Once you connect your account, you can customize your sync settings.
HiHello X Salesforce sync, how it works
We know integrations can get a bit complicated, so we’re here to help you and your team understand how the HiHello Salesforce integration will work for your organization. For more technical details, head to our Help Center.
Contacts or Leads
When a new HiHello connection is created and sent to Salesforce, it can be sent as either a Contact or a Lead. How you sync your connections is up to you, learn more about what information syncs with Leads and Contacts on our Help Center.
Assigning leads & contacts
When your team makes new Contacts and Leads, the HiHello and Salesforce integration makes it super simple to manage who owns those connections. When you sync your account with Salesforce, your teams’ HiHello contacts are added to your Salesforce account. If an employee uses the same email address for HiHello and Salesforce, they will become the owner of the lead or contact. If the emails do not match, then the contact or lead owner is the person who initiated the Salesforce sync.
Sync frequency
Your contacts will automatically appear in Salesforce right when they’re added to HiHello, so there are no delays or waiting.
Frequently Asked Questions
When I sync with Salesforce, are all my HiHello contacts automatically synced over?
Once you grant HiHello access, you should see your Salesforce account listed under Connected Accounts on the Integrations menu. Each contact is associated with a specific business card, so you can choose which cards’ contacts you want to sync.
How do I stop syncing HiHello with Salesforce?
You can disable the sync at any time by clicking Disconnect when managing your integration settings.
How do I get access to the Salesforce integration?
The native Salesforce integration is only available to HiHello Business and HiHello Enterprise customers. If you are interested in signing up for an account, please visit our Pricing page and select the plan that’s right for your business.
