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Salesforce Sales Cloud connects to Milemarker to sync leads, contacts, accounts, and pipeline opportunities for advisory firms running Sales Cloud as their CRM. Bi-directional API keeps both systems aligned.
Overview.
Salesforce Sales Cloud connects to Milemarker to sync leads, contacts, accounts, and pipeline opportunities for advisory firms running Sales Cloud as their CRM. Bi-directional API keeps both systems aligned.
How it works.
Real-time data sync via a secure API connection. Data synced includes: Contacts, Accounts, Leads, Opportunities, Activities.
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