CRM

Salesforce x Ubic,connected in minutes.

Import lists and contacts from Salesforce, map the data your team needs, then send back updates supported by this connector.

Connect SalesforceCRM

Ubic connects to Salesforce

✓Read your lists and contacts

✓Update configured fields

✓Send supported activities

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What syncsBy connector

Import the lists, views, groups, boards, or pipelines available to the connected account.

Map phone, identity, status, and the custom fields your team needs.

Ubic sends back only the fields, statuses, notes, or activities explicitly supported and configured.

Imports, reloads, and CRM writes run without blocking call sessions.

Connect your CRM, import your lists, watch the sync run on your contacts.