How does Contacts CRM Sync work?

Contacts Sync helps event and field marketers capture all of the contacts and meetings from their events and sync them to Salesforce.

Syncing Contacts between Circa and Salesforce can be set up quickly with simple field mapping and a few additional considerations.

Syncing Contacts

Contacts in Circa belong to your Workspace and can be added to multiple Events and Meetings.

If a Contact is added to an event and the event is connected to a Salesforce Campaign, then the Contact will appear in Salesforce as a Campaign Member.

Contacts must have a Company to sync with Salesforce, whether they are tagged as a Lead or Customer.

Sync Frequency

The Sync works in near real-time, so any updates made to Contacts should appear in Salesforce within a couple of minutes.

  • Whenever an update is made in an Event, Circa immediately pushes the update to the Salesforce.
  • Circa pulls updates from Salesforce Campaigns into connected Events hourly.

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