Bi-directionally sync leads, contacts, and accounts from Symbo to your Salesforce account. Automatically log emails, calls, meetings, and notes.
Symbo has a native, bi-directional integration with Salesforce. As you move your prospects through each step of your outreach, Symbo can automatically update that contact's opportunities. Call transcriptions and recordings, email content, and manual task completed in Symbo will instantly show up in the "Activity" tab of your contact. The Symbo Salesforce integration allows for:
All activity preformed in Symbo will automatically be synced to your Salesforce. Work seamlessly with our native Salesforce integration!