PieSync integrates Salesforce with Agiloft for an automatic 2-way contacts sync. Every time you add or update a contact in Salesforce, it is automatically synced with Agiloft, and vice versa - eliminating import/export!
Syncing Salesforce with Agiloft is currently on our roadmap. We can keep you posted when it’s available, or you can sign up and start syncing other apps today.
Leave your email address and we’ll let you know when you can start syncing Salesforce.
Salesforce is one of the largest CRM solutions on the market. Main features such as lead scoring, forecasting tools, and team collaboration will help reach your goals. Get your marketing and sales departments aligned with better sales leads and quality pipelines.
Agiloft is an adaptable and rapidly deployed enterprise software for contract management, service desk and custom workflows. Improve organizational efficiency through quicker ticket resolution and increase consistency, while gaining actionable insights.
I use Freshbooks for invoicing and SharpSpring for marketing. I was looking for a way to get my customer information from Freshbooks and into Sharpspring and PieSync does that perfectly. I also use PieSync to add customer details to my email marketing apps, I even sync customer contacts to my phone via iCloud. It works in all directions, so even if I am out of the office and I meet a new contact, I add them in my phone and PieSync syncs them to my other systems instantly. I’m using a variety of software apps because I want to have best-of-breed apps running my business. Luckily I can rely on PieSync’s Intelligent Syncing to update customer details across all of these systems.
Before PieSync, syncing our data to a CRM was more of a hassle than an advantage. We needed to keep the categories we were using in Outlook. That was the base of our internal organization and no other cloud integration software was offering that possibility. Intelligent Syncing makes PieSync the most advanced sync engine out there!