How to Sync HiHello with Salesforce
HiHello, Inc.
Changing how everyone—from individuals to Fortune 500 companies—manages their most important relationships.
This article originally appeared on the?HiHello blog?on October 31, 2022.
Syncing with Salesforce allows users to easily access their HiHello contacts across both platforms. Follow this guide to learn how to sync your HiHello Business or HiHello Enterprise account with Salesforce.
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.
Once you log into the?HiHello web app, go to your?HiHello Settings?and complete the following steps to connect your HiHello account with Salesforce and sync your contacts.
Sync HiHello with Salesforce
1. Under Sync Contacts, click Add Account.
2. Click Connect Salesforce.
3. Sign in to your Salesforce account.
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4. Click Allow.
5. Toggle on which contacts you want to sync.
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 Sync Contacts. Each contact is associated with a specific business card, so you can choose which cards’ contacts you want to sync.
How are contacts and leads assigned?
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.
How do I stop syncing HiHello with Salesforce?
You can disable the sync at any time by clicking Stop Sync.
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.
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