Connect Salesforce to sync CRM contacts and leads with Microsoft 365 or another endpoint, and automatically update all employee smartphones for real-time communication.<\/p>\n
![\"Salesforce](\"https:\/\/cirasync.com\/wp-content\/uploads\/2026\/06\/Salesforce-Integration.png\")
<\/p>\n
\n
<\/span>Two-Way: CiraSync Hub<\/span><\/h2>\n<\/span>One-Way: CiraSync Cloud, CiraSync On-Prem<\/span><\/h2>\n
\n<\/span>What This Integration Does<\/span><\/h2>\n\n- Two-way sync of Salesforce contacts with Microsoft 365 GAL, User Mailbox, Google, iCloud, or another CRM (via CiraSync Hub<\/a>)<\/li>\n
- Automatic one-way distribution of Salesforce contacts and leads to iOS and Android devices (via CiraSync Cloud<\/a> or CiraSync On-Prem<\/a>)<\/li>\n
- Instant caller ID for outbound SDRs, so reps recognize and reach prospects without leaving their native phone app<\/li>\n
- Field sales access to full lead records on mobile, even without CRM app installs<\/li>\n<\/ul>\n
\n<\/span>How It Works<\/span><\/h2>\n\n- Connect:<\/strong> Authenticate Salesforce and Microsoft 365 or another endpoint in CiraSync Hub.<\/li>\n
- Map:<\/strong> Select Salesforce objects (Contacts, Leads), define field mappings, and configure sync rules using Salesforce SOQL queries for precise filtering.<\/li>\n
- Sync to phones:<\/strong> CiraSync instantly updates users‘ native Contacts apps on iOS and Android, with no employee app installs required.<\/li>\n<\/ol>\n
\n<\/span>Salesforce Native Outlook Sync vs. CiraSync<\/span><\/h2>\n\n\n\n\nFeature<\/th>\n Salesforce Native Sync<\/th>\n CiraSync<\/th>\n<\/tr>\n<\/thead>\n \n\nSyncs to iOS and Android natively<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n \nTwo-way sync with Microsoft 365 GAL<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n \nIT-managed, no end-user install<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n \nSOQL-based filtering<\/td>\n Limited<\/td>\n Yes<\/td>\n<\/tr>\n \nSyncs Leads as well as Contacts<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n \nWorks with Exchange On-Prem<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n<\/span>Who Benefits<\/span><\/h2>\n<\/span>Sales Teams<\/span><\/h3>\nSales reps get accurate Salesforce contacts and leads pushed directly to their smartphones. No manual exports, no copy-paste between systems. Outbound SDRs see caller ID instantly when a lead calls back, and field reps access full contact records from their native phone app without opening Salesforce.<\/p>\n
<\/span>Service Teams<\/span><\/h3>\nCustomer-facing teams stay current with the latest contact data from Salesforce without relying on IT requests or CSV uploads. When account details change, every team member’s device reflects the update automatically.<\/p>\n
<\/span>IT Admins<\/span><\/h3>\nIT teams configure sync rules once in CiraSync and manage everything from a central dashboard. No end-user onboarding, no per-device setup, and no ongoing manual intervention. SOQL filtering gives admins precise control over which records reach which users.<\/p>\n
\n<\/span>Outcomes<\/span><\/h2>\n\n- Sales reps always have current prospect and customer contact data on their phones<\/li>\n
- Manual CSV exports and directory update requests are eliminated<\/li>\n
- Pipeline accuracy improves because contact changes in Salesforce propagate immediately<\/li>\n
- IT overhead is reduced through centralized, automated sync management<\/li>\n
- Compliance and governance are supported through auditable, IT-controlled sync rules<\/li>\n<\/ul>\n
\n<\/span>Requirements<\/span><\/h2>\n\n- Salesforce Professional, Enterprise, Unlimited, or Developer edition<\/li>\n
- Microsoft 365 tenant (for M365 GAL or User Mailbox sync)<\/li>\n
- CiraSync Hub, CiraSync Cloud, or CiraSync On-Prem<\/li>\n
- Admin credentials for both Salesforce and Microsoft 365<\/li>\n<\/ul>\n
<\/span>\u200b<\/span><\/h1>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=“1″ custom_padding_last_edited=“on|desktop“ admin_label=“Accordion“ _builder_version=“4.27.5″ background_color=“#f7f8fa“ background_enable_image=“off“ background_size=“initial“ background_position=“top_right“ custom_margin=“||||false|false“ custom_padding=“2em||2em||true|false“ custom_padding_tablet=“3em||2em||false|false“ custom_padding_phone=“2em||1em||false|false“ locked=“off“ collapsed=“off“ global_colors_info=“{}“ parallax_method_1__hover=“on“ parallax_method_1__hover_enabled=“on“ parallax_method_2__hover=“on“ parallax_method_2__hover_enabled=“on“ parallax_method_3__hover=“on“ parallax_method_3__hover_enabled=“on“ border_radii__hover=“on||||“ border_radii__hover_enabled=“on||||“ animation_repeat__hover=“once“ animation_repeat__hover_enabled=“once“ theme_builder_area=“post_content“][et_pb_row module_class=“et-waypoint et_pb_animation_bottom“ _builder_version=“4.27.5″ _module_preset=“default“ max_width=“1120px“ overflow-x=“visible“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.5″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_text admin_label=“header text h2″ _builder_version=“4.27.6″ header_font=“Inter|700|||||||“ header_text_align=“left“ header_text_color=“#000000″ header_letter_spacing=“0.5px“ header_line_height=“1.4em“ header_2_font=“Inter|600|||||||“ header_2_text_color=“#333333″ header_2_font_size=“32px“ header_6_font=“Outfit|500|||||||“ header_6_font_size=“18px“ header_6_letter_spacing=“1px“ max_width=“560px“ custom_margin=“||1%||false|false“ custom_margin_tablet=“||1%||false|false“ custom_margin_phone=“||0%||false|false“ custom_margin_last_edited=“on|desktop“ header_6_font_size_tablet=“17px“ header_6_font_size_phone=“16px“ header_6_font_size_last_edited=“on|phone“ z_index_tablet=“500″ text_text_shadow_horizontal_length_tablet=“0px“ text_text_shadow_vertical_length_tablet=“0px“ text_text_shadow_blur_strength_tablet=“1px“ link_text_shadow_horizontal_length_tablet=“0px“ link_text_shadow_vertical_length_tablet=“0px“ link_text_shadow_blur_strength_tablet=“1px“ ul_text_shadow_horizontal_length_tablet=“0px“ ul_text_shadow_vertical_length_tablet=“0px“ ul_text_shadow_blur_strength_tablet=“1px“ ol_text_shadow_horizontal_length_tablet=“0px“ ol_text_shadow_vertical_length_tablet=“0px“ ol_text_shadow_blur_strength_tablet=“1px“ quote_text_shadow_horizontal_length_tablet=“0px“ quote_text_shadow_vertical_length_tablet=“0px“ quote_text_shadow_blur_strength_tablet=“1px“ header_text_shadow_horizontal_length_tablet=“0px“ header_text_shadow_vertical_length_tablet=“0px“ header_text_shadow_blur_strength_tablet=“1px“ header_2_text_shadow_horizontal_length_tablet=“0px“ header_2_text_shadow_vertical_length_tablet=“0px“ header_2_text_shadow_blur_strength_tablet=“1px“ header_3_text_shadow_horizontal_length_tablet=“0px“ header_3_text_shadow_vertical_length_tablet=“0px“ header_3_text_shadow_blur_strength_tablet=“1px“ header_4_text_shadow_horizontal_length_tablet=“0px“ header_4_text_shadow_vertical_length_tablet=“0px“ header_4_text_shadow_blur_strength_tablet=“1px“ header_5_text_shadow_horizontal_length_tablet=“0px“ header_5_text_shadow_vertical_length_tablet=“0px“ header_5_text_shadow_blur_strength_tablet=“1px“ header_6_text_shadow_horizontal_length_tablet=“0px“ header_6_text_shadow_vertical_length_tablet=“0px“ header_6_text_shadow_blur_strength_tablet=“1px“ box_shadow_horizontal_tablet=“0px“ box_shadow_vertical_tablet=“0px“ box_shadow_blur_tablet=“40px“ box_shadow_spread_tablet=“0px“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n
<\/span>Frequently Asked Questions<\/span><\/h2>\n[\/et_pb_text][et_pb_accordion icon_color=“#1b75bb“ module_class=“faq my_accordion wppb-add-accordion-icon custom-clean-accordion“ _builder_version=“4.27.6″ _module_preset=“default“ custom_padding=“0px|0px|0px|0px|true|true“ hover_enabled=“0″ border_width_all=“0px“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“ sticky_enabled=“0″][et_pb_accordion_item title=“How do I sync Salesforce contacts to Microsoft 365?“ open=“on“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ sticky_enabled=“0″]<\/p>\n
CiraSync connects to Salesforce and Microsoft 365 via authenticated API, then automatically syncs contacts and leads to the Microsoft 365 GAL, User Mailboxes, or both, based on the sync rules an IT admin configures in the CiraSync dashboard.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Does Salesforce sync two-way with Outlook contacts?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync Hub supports two-way sync between Salesforce and Microsoft 365, so changes made in either system reflect in the other without manual intervention.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Can I sync Salesforce contacts to sales team smartphones?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync pushes Salesforce contacts and leads directly to the native Contacts app on iOS and Android devices.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“How is CiraSync different from Salesforce’s native Outlook sync?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Salesforce’s native sync does not push contacts to smartphones, does not support IT-managed deployment without end-user action, and offers limited filtering. CiraSync supports mobile sync, IT-centralized management, SOQL-based filtering, and two-way sync with Microsoft 365.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Is CiraSync secure for Salesforce CRM data?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync is SOC 2 compliant and GDPR-ready.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Does the Salesforce integration support two-way contact sync?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. Two-way sync is available via CiraSync Hub, allowing contact changes in Microsoft 365 to flow back into Salesforce and vice versa.<\/p>\n
[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_code disabled_on=“off|off|off“ admin_label=“Code for Accordion“ _builder_version=“4.27.5″ _module_preset=“default“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n
\n
<\/span>What This Integration Does<\/span><\/h2>\n\n- Two-way sync of Salesforce contacts with Microsoft 365 GAL, User Mailbox, Google, iCloud, or another CRM (via CiraSync Hub<\/a>)<\/li>\n
- Automatic one-way distribution of Salesforce contacts and leads to iOS and Android devices (via CiraSync Cloud<\/a> or CiraSync On-Prem<\/a>)<\/li>\n
- Instant caller ID for outbound SDRs, so reps recognize and reach prospects without leaving their native phone app<\/li>\n
- Field sales access to full lead records on mobile, even without CRM app installs<\/li>\n<\/ul>\n
\n<\/span>How It Works<\/span><\/h2>\n\n- Connect:<\/strong> Authenticate Salesforce and Microsoft 365 or another endpoint in CiraSync Hub.<\/li>\n
- Map:<\/strong> Select Salesforce objects (Contacts, Leads), define field mappings, and configure sync rules using Salesforce SOQL queries for precise filtering.<\/li>\n
- Sync to phones:<\/strong> CiraSync instantly updates users‘ native Contacts apps on iOS and Android, with no employee app installs required.<\/li>\n<\/ol>\n
\n<\/span>Salesforce Native Outlook Sync vs. CiraSync<\/span><\/h2>\n\n\n\n\nFeature<\/th>\n Salesforce Native Sync<\/th>\n CiraSync<\/th>\n<\/tr>\n<\/thead>\n \n\nSyncs to iOS and Android natively<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n \nTwo-way sync with Microsoft 365 GAL<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n \nIT-managed, no end-user install<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n \nSOQL-based filtering<\/td>\n Limited<\/td>\n Yes<\/td>\n<\/tr>\n \nSyncs Leads as well as Contacts<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n \nWorks with Exchange On-Prem<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n<\/span>Who Benefits<\/span><\/h2>\n<\/span>Sales Teams<\/span><\/h3>\nSales reps get accurate Salesforce contacts and leads pushed directly to their smartphones. No manual exports, no copy-paste between systems. Outbound SDRs see caller ID instantly when a lead calls back, and field reps access full contact records from their native phone app without opening Salesforce.<\/p>\n
<\/span>Service Teams<\/span><\/h3>\nCustomer-facing teams stay current with the latest contact data from Salesforce without relying on IT requests or CSV uploads. When account details change, every team member’s device reflects the update automatically.<\/p>\n
<\/span>IT Admins<\/span><\/h3>\nIT teams configure sync rules once in CiraSync and manage everything from a central dashboard. No end-user onboarding, no per-device setup, and no ongoing manual intervention. SOQL filtering gives admins precise control over which records reach which users.<\/p>\n
\n<\/span>Outcomes<\/span><\/h2>\n\n- Sales reps always have current prospect and customer contact data on their phones<\/li>\n
- Manual CSV exports and directory update requests are eliminated<\/li>\n
- Pipeline accuracy improves because contact changes in Salesforce propagate immediately<\/li>\n
- IT overhead is reduced through centralized, automated sync management<\/li>\n
- Compliance and governance are supported through auditable, IT-controlled sync rules<\/li>\n<\/ul>\n
\n<\/span>Requirements<\/span><\/h2>\n\n- Salesforce Professional, Enterprise, Unlimited, or Developer edition<\/li>\n
- Microsoft 365 tenant (for M365 GAL or User Mailbox sync)<\/li>\n
- CiraSync Hub, CiraSync Cloud, or CiraSync On-Prem<\/li>\n
- Admin credentials for both Salesforce and Microsoft 365<\/li>\n<\/ul>\n
<\/span>\u200b<\/span><\/h1>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=“1″ custom_padding_last_edited=“on|desktop“ admin_label=“Accordion“ _builder_version=“4.27.5″ background_color=“#f7f8fa“ background_enable_image=“off“ background_size=“initial“ background_position=“top_right“ custom_margin=“||||false|false“ custom_padding=“2em||2em||true|false“ custom_padding_tablet=“3em||2em||false|false“ custom_padding_phone=“2em||1em||false|false“ locked=“off“ collapsed=“off“ global_colors_info=“{}“ parallax_method_1__hover=“on“ parallax_method_1__hover_enabled=“on“ parallax_method_2__hover=“on“ parallax_method_2__hover_enabled=“on“ parallax_method_3__hover=“on“ parallax_method_3__hover_enabled=“on“ border_radii__hover=“on||||“ border_radii__hover_enabled=“on||||“ animation_repeat__hover=“once“ animation_repeat__hover_enabled=“once“ theme_builder_area=“post_content“][et_pb_row module_class=“et-waypoint et_pb_animation_bottom“ _builder_version=“4.27.5″ _module_preset=“default“ max_width=“1120px“ overflow-x=“visible“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.5″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_text admin_label=“header text h2″ _builder_version=“4.27.6″ header_font=“Inter|700|||||||“ header_text_align=“left“ header_text_color=“#000000″ header_letter_spacing=“0.5px“ header_line_height=“1.4em“ header_2_font=“Inter|600|||||||“ header_2_text_color=“#333333″ header_2_font_size=“32px“ header_6_font=“Outfit|500|||||||“ header_6_font_size=“18px“ header_6_letter_spacing=“1px“ max_width=“560px“ custom_margin=“||1%||false|false“ custom_margin_tablet=“||1%||false|false“ custom_margin_phone=“||0%||false|false“ custom_margin_last_edited=“on|desktop“ header_6_font_size_tablet=“17px“ header_6_font_size_phone=“16px“ header_6_font_size_last_edited=“on|phone“ z_index_tablet=“500″ text_text_shadow_horizontal_length_tablet=“0px“ text_text_shadow_vertical_length_tablet=“0px“ text_text_shadow_blur_strength_tablet=“1px“ link_text_shadow_horizontal_length_tablet=“0px“ link_text_shadow_vertical_length_tablet=“0px“ link_text_shadow_blur_strength_tablet=“1px“ ul_text_shadow_horizontal_length_tablet=“0px“ ul_text_shadow_vertical_length_tablet=“0px“ ul_text_shadow_blur_strength_tablet=“1px“ ol_text_shadow_horizontal_length_tablet=“0px“ ol_text_shadow_vertical_length_tablet=“0px“ ol_text_shadow_blur_strength_tablet=“1px“ quote_text_shadow_horizontal_length_tablet=“0px“ quote_text_shadow_vertical_length_tablet=“0px“ quote_text_shadow_blur_strength_tablet=“1px“ header_text_shadow_horizontal_length_tablet=“0px“ header_text_shadow_vertical_length_tablet=“0px“ header_text_shadow_blur_strength_tablet=“1px“ header_2_text_shadow_horizontal_length_tablet=“0px“ header_2_text_shadow_vertical_length_tablet=“0px“ header_2_text_shadow_blur_strength_tablet=“1px“ header_3_text_shadow_horizontal_length_tablet=“0px“ header_3_text_shadow_vertical_length_tablet=“0px“ header_3_text_shadow_blur_strength_tablet=“1px“ header_4_text_shadow_horizontal_length_tablet=“0px“ header_4_text_shadow_vertical_length_tablet=“0px“ header_4_text_shadow_blur_strength_tablet=“1px“ header_5_text_shadow_horizontal_length_tablet=“0px“ header_5_text_shadow_vertical_length_tablet=“0px“ header_5_text_shadow_blur_strength_tablet=“1px“ header_6_text_shadow_horizontal_length_tablet=“0px“ header_6_text_shadow_vertical_length_tablet=“0px“ header_6_text_shadow_blur_strength_tablet=“1px“ box_shadow_horizontal_tablet=“0px“ box_shadow_vertical_tablet=“0px“ box_shadow_blur_tablet=“40px“ box_shadow_spread_tablet=“0px“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n
<\/span>Frequently Asked Questions<\/span><\/h2>\n[\/et_pb_text][et_pb_accordion icon_color=“#1b75bb“ module_class=“faq my_accordion wppb-add-accordion-icon custom-clean-accordion“ _builder_version=“4.27.6″ _module_preset=“default“ custom_padding=“0px|0px|0px|0px|true|true“ hover_enabled=“0″ border_width_all=“0px“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“ sticky_enabled=“0″][et_pb_accordion_item title=“How do I sync Salesforce contacts to Microsoft 365?“ open=“on“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ sticky_enabled=“0″]<\/p>\n
CiraSync connects to Salesforce and Microsoft 365 via authenticated API, then automatically syncs contacts and leads to the Microsoft 365 GAL, User Mailboxes, or both, based on the sync rules an IT admin configures in the CiraSync dashboard.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Does Salesforce sync two-way with Outlook contacts?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync Hub supports two-way sync between Salesforce and Microsoft 365, so changes made in either system reflect in the other without manual intervention.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Can I sync Salesforce contacts to sales team smartphones?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync pushes Salesforce contacts and leads directly to the native Contacts app on iOS and Android devices.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“How is CiraSync different from Salesforce’s native Outlook sync?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Salesforce’s native sync does not push contacts to smartphones, does not support IT-managed deployment without end-user action, and offers limited filtering. CiraSync supports mobile sync, IT-centralized management, SOQL-based filtering, and two-way sync with Microsoft 365.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Is CiraSync secure for Salesforce CRM data?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync is SOC 2 compliant and GDPR-ready.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Does the Salesforce integration support two-way contact sync?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. Two-way sync is available via CiraSync Hub, allowing contact changes in Microsoft 365 to flow back into Salesforce and vice versa.<\/p>\n
[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_code disabled_on=“off|off|off“ admin_label=“Code for Accordion“ _builder_version=“4.27.5″ _module_preset=“default“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n
\n
<\/span>How It Works<\/span><\/h2>\n\n- Connect:<\/strong> Authenticate Salesforce and Microsoft 365 or another endpoint in CiraSync Hub.<\/li>\n
- Map:<\/strong> Select Salesforce objects (Contacts, Leads), define field mappings, and configure sync rules using Salesforce SOQL queries for precise filtering.<\/li>\n
- Sync to phones:<\/strong> CiraSync instantly updates users‘ native Contacts apps on iOS and Android, with no employee app installs required.<\/li>\n<\/ol>\n
\n<\/span>Salesforce Native Outlook Sync vs. CiraSync<\/span><\/h2>\n\n\n\n\nFeature<\/th>\n Salesforce Native Sync<\/th>\n CiraSync<\/th>\n<\/tr>\n<\/thead>\n \n\nSyncs to iOS and Android natively<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n \nTwo-way sync with Microsoft 365 GAL<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n \nIT-managed, no end-user install<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n \nSOQL-based filtering<\/td>\n Limited<\/td>\n Yes<\/td>\n<\/tr>\n \nSyncs Leads as well as Contacts<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n \nWorks with Exchange On-Prem<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n<\/span>Who Benefits<\/span><\/h2>\n<\/span>Sales Teams<\/span><\/h3>\nSales reps get accurate Salesforce contacts and leads pushed directly to their smartphones. No manual exports, no copy-paste between systems. Outbound SDRs see caller ID instantly when a lead calls back, and field reps access full contact records from their native phone app without opening Salesforce.<\/p>\n
<\/span>Service Teams<\/span><\/h3>\nCustomer-facing teams stay current with the latest contact data from Salesforce without relying on IT requests or CSV uploads. When account details change, every team member’s device reflects the update automatically.<\/p>\n
<\/span>IT Admins<\/span><\/h3>\nIT teams configure sync rules once in CiraSync and manage everything from a central dashboard. No end-user onboarding, no per-device setup, and no ongoing manual intervention. SOQL filtering gives admins precise control over which records reach which users.<\/p>\n
\n<\/span>Outcomes<\/span><\/h2>\n\n- Sales reps always have current prospect and customer contact data on their phones<\/li>\n
- Manual CSV exports and directory update requests are eliminated<\/li>\n
- Pipeline accuracy improves because contact changes in Salesforce propagate immediately<\/li>\n
- IT overhead is reduced through centralized, automated sync management<\/li>\n
- Compliance and governance are supported through auditable, IT-controlled sync rules<\/li>\n<\/ul>\n
\n<\/span>Requirements<\/span><\/h2>\n\n- Salesforce Professional, Enterprise, Unlimited, or Developer edition<\/li>\n
- Microsoft 365 tenant (for M365 GAL or User Mailbox sync)<\/li>\n
- CiraSync Hub, CiraSync Cloud, or CiraSync On-Prem<\/li>\n
- Admin credentials for both Salesforce and Microsoft 365<\/li>\n<\/ul>\n
<\/span>\u200b<\/span><\/h1>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=“1″ custom_padding_last_edited=“on|desktop“ admin_label=“Accordion“ _builder_version=“4.27.5″ background_color=“#f7f8fa“ background_enable_image=“off“ background_size=“initial“ background_position=“top_right“ custom_margin=“||||false|false“ custom_padding=“2em||2em||true|false“ custom_padding_tablet=“3em||2em||false|false“ custom_padding_phone=“2em||1em||false|false“ locked=“off“ collapsed=“off“ global_colors_info=“{}“ parallax_method_1__hover=“on“ parallax_method_1__hover_enabled=“on“ parallax_method_2__hover=“on“ parallax_method_2__hover_enabled=“on“ parallax_method_3__hover=“on“ parallax_method_3__hover_enabled=“on“ border_radii__hover=“on||||“ border_radii__hover_enabled=“on||||“ animation_repeat__hover=“once“ animation_repeat__hover_enabled=“once“ theme_builder_area=“post_content“][et_pb_row module_class=“et-waypoint et_pb_animation_bottom“ _builder_version=“4.27.5″ _module_preset=“default“ max_width=“1120px“ overflow-x=“visible“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.5″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_text admin_label=“header text h2″ _builder_version=“4.27.6″ header_font=“Inter|700|||||||“ header_text_align=“left“ header_text_color=“#000000″ header_letter_spacing=“0.5px“ header_line_height=“1.4em“ header_2_font=“Inter|600|||||||“ header_2_text_color=“#333333″ header_2_font_size=“32px“ header_6_font=“Outfit|500|||||||“ header_6_font_size=“18px“ header_6_letter_spacing=“1px“ max_width=“560px“ custom_margin=“||1%||false|false“ custom_margin_tablet=“||1%||false|false“ custom_margin_phone=“||0%||false|false“ custom_margin_last_edited=“on|desktop“ header_6_font_size_tablet=“17px“ header_6_font_size_phone=“16px“ header_6_font_size_last_edited=“on|phone“ z_index_tablet=“500″ text_text_shadow_horizontal_length_tablet=“0px“ text_text_shadow_vertical_length_tablet=“0px“ text_text_shadow_blur_strength_tablet=“1px“ link_text_shadow_horizontal_length_tablet=“0px“ link_text_shadow_vertical_length_tablet=“0px“ link_text_shadow_blur_strength_tablet=“1px“ ul_text_shadow_horizontal_length_tablet=“0px“ ul_text_shadow_vertical_length_tablet=“0px“ ul_text_shadow_blur_strength_tablet=“1px“ ol_text_shadow_horizontal_length_tablet=“0px“ ol_text_shadow_vertical_length_tablet=“0px“ ol_text_shadow_blur_strength_tablet=“1px“ quote_text_shadow_horizontal_length_tablet=“0px“ quote_text_shadow_vertical_length_tablet=“0px“ quote_text_shadow_blur_strength_tablet=“1px“ header_text_shadow_horizontal_length_tablet=“0px“ header_text_shadow_vertical_length_tablet=“0px“ header_text_shadow_blur_strength_tablet=“1px“ header_2_text_shadow_horizontal_length_tablet=“0px“ header_2_text_shadow_vertical_length_tablet=“0px“ header_2_text_shadow_blur_strength_tablet=“1px“ header_3_text_shadow_horizontal_length_tablet=“0px“ header_3_text_shadow_vertical_length_tablet=“0px“ header_3_text_shadow_blur_strength_tablet=“1px“ header_4_text_shadow_horizontal_length_tablet=“0px“ header_4_text_shadow_vertical_length_tablet=“0px“ header_4_text_shadow_blur_strength_tablet=“1px“ header_5_text_shadow_horizontal_length_tablet=“0px“ header_5_text_shadow_vertical_length_tablet=“0px“ header_5_text_shadow_blur_strength_tablet=“1px“ header_6_text_shadow_horizontal_length_tablet=“0px“ header_6_text_shadow_vertical_length_tablet=“0px“ header_6_text_shadow_blur_strength_tablet=“1px“ box_shadow_horizontal_tablet=“0px“ box_shadow_vertical_tablet=“0px“ box_shadow_blur_tablet=“40px“ box_shadow_spread_tablet=“0px“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n
<\/span>Frequently Asked Questions<\/span><\/h2>\n[\/et_pb_text][et_pb_accordion icon_color=“#1b75bb“ module_class=“faq my_accordion wppb-add-accordion-icon custom-clean-accordion“ _builder_version=“4.27.6″ _module_preset=“default“ custom_padding=“0px|0px|0px|0px|true|true“ hover_enabled=“0″ border_width_all=“0px“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“ sticky_enabled=“0″][et_pb_accordion_item title=“How do I sync Salesforce contacts to Microsoft 365?“ open=“on“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ sticky_enabled=“0″]<\/p>\n
CiraSync connects to Salesforce and Microsoft 365 via authenticated API, then automatically syncs contacts and leads to the Microsoft 365 GAL, User Mailboxes, or both, based on the sync rules an IT admin configures in the CiraSync dashboard.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Does Salesforce sync two-way with Outlook contacts?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync Hub supports two-way sync between Salesforce and Microsoft 365, so changes made in either system reflect in the other without manual intervention.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Can I sync Salesforce contacts to sales team smartphones?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync pushes Salesforce contacts and leads directly to the native Contacts app on iOS and Android devices.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“How is CiraSync different from Salesforce’s native Outlook sync?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Salesforce’s native sync does not push contacts to smartphones, does not support IT-managed deployment without end-user action, and offers limited filtering. CiraSync supports mobile sync, IT-centralized management, SOQL-based filtering, and two-way sync with Microsoft 365.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Is CiraSync secure for Salesforce CRM data?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync is SOC 2 compliant and GDPR-ready.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Does the Salesforce integration support two-way contact sync?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. Two-way sync is available via CiraSync Hub, allowing contact changes in Microsoft 365 to flow back into Salesforce and vice versa.<\/p>\n
[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_code disabled_on=“off|off|off“ admin_label=“Code for Accordion“ _builder_version=“4.27.5″ _module_preset=“default“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n
\n
<\/span>Salesforce Native Outlook Sync vs. CiraSync<\/span><\/h2>\n\n\n\n\nFeature<\/th>\n Salesforce Native Sync<\/th>\n CiraSync<\/th>\n<\/tr>\n<\/thead>\n \n\nSyncs to iOS and Android natively<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n \nTwo-way sync with Microsoft 365 GAL<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n \nIT-managed, no end-user install<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n \nSOQL-based filtering<\/td>\n Limited<\/td>\n Yes<\/td>\n<\/tr>\n \nSyncs Leads as well as Contacts<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n \nWorks with Exchange On-Prem<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n<\/span>Who Benefits<\/span><\/h2>\n<\/span>Sales Teams<\/span><\/h3>\nSales reps get accurate Salesforce contacts and leads pushed directly to their smartphones. No manual exports, no copy-paste between systems. Outbound SDRs see caller ID instantly when a lead calls back, and field reps access full contact records from their native phone app without opening Salesforce.<\/p>\n
<\/span>Service Teams<\/span><\/h3>\nCustomer-facing teams stay current with the latest contact data from Salesforce without relying on IT requests or CSV uploads. When account details change, every team member’s device reflects the update automatically.<\/p>\n
<\/span>IT Admins<\/span><\/h3>\nIT teams configure sync rules once in CiraSync and manage everything from a central dashboard. No end-user onboarding, no per-device setup, and no ongoing manual intervention. SOQL filtering gives admins precise control over which records reach which users.<\/p>\n
\n<\/span>Outcomes<\/span><\/h2>\n\n- Sales reps always have current prospect and customer contact data on their phones<\/li>\n
- Manual CSV exports and directory update requests are eliminated<\/li>\n
- Pipeline accuracy improves because contact changes in Salesforce propagate immediately<\/li>\n
- IT overhead is reduced through centralized, automated sync management<\/li>\n
- Compliance and governance are supported through auditable, IT-controlled sync rules<\/li>\n<\/ul>\n
\n<\/span>Requirements<\/span><\/h2>\n\n- Salesforce Professional, Enterprise, Unlimited, or Developer edition<\/li>\n
- Microsoft 365 tenant (for M365 GAL or User Mailbox sync)<\/li>\n
- CiraSync Hub, CiraSync Cloud, or CiraSync On-Prem<\/li>\n
- Admin credentials for both Salesforce and Microsoft 365<\/li>\n<\/ul>\n
<\/span>\u200b<\/span><\/h1>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=“1″ custom_padding_last_edited=“on|desktop“ admin_label=“Accordion“ _builder_version=“4.27.5″ background_color=“#f7f8fa“ background_enable_image=“off“ background_size=“initial“ background_position=“top_right“ custom_margin=“||||false|false“ custom_padding=“2em||2em||true|false“ custom_padding_tablet=“3em||2em||false|false“ custom_padding_phone=“2em||1em||false|false“ locked=“off“ collapsed=“off“ global_colors_info=“{}“ parallax_method_1__hover=“on“ parallax_method_1__hover_enabled=“on“ parallax_method_2__hover=“on“ parallax_method_2__hover_enabled=“on“ parallax_method_3__hover=“on“ parallax_method_3__hover_enabled=“on“ border_radii__hover=“on||||“ border_radii__hover_enabled=“on||||“ animation_repeat__hover=“once“ animation_repeat__hover_enabled=“once“ theme_builder_area=“post_content“][et_pb_row module_class=“et-waypoint et_pb_animation_bottom“ _builder_version=“4.27.5″ _module_preset=“default“ max_width=“1120px“ overflow-x=“visible“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.5″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_text admin_label=“header text h2″ _builder_version=“4.27.6″ header_font=“Inter|700|||||||“ header_text_align=“left“ header_text_color=“#000000″ header_letter_spacing=“0.5px“ header_line_height=“1.4em“ header_2_font=“Inter|600|||||||“ header_2_text_color=“#333333″ header_2_font_size=“32px“ header_6_font=“Outfit|500|||||||“ header_6_font_size=“18px“ header_6_letter_spacing=“1px“ max_width=“560px“ custom_margin=“||1%||false|false“ custom_margin_tablet=“||1%||false|false“ custom_margin_phone=“||0%||false|false“ custom_margin_last_edited=“on|desktop“ header_6_font_size_tablet=“17px“ header_6_font_size_phone=“16px“ header_6_font_size_last_edited=“on|phone“ z_index_tablet=“500″ text_text_shadow_horizontal_length_tablet=“0px“ text_text_shadow_vertical_length_tablet=“0px“ text_text_shadow_blur_strength_tablet=“1px“ link_text_shadow_horizontal_length_tablet=“0px“ link_text_shadow_vertical_length_tablet=“0px“ link_text_shadow_blur_strength_tablet=“1px“ ul_text_shadow_horizontal_length_tablet=“0px“ ul_text_shadow_vertical_length_tablet=“0px“ ul_text_shadow_blur_strength_tablet=“1px“ ol_text_shadow_horizontal_length_tablet=“0px“ ol_text_shadow_vertical_length_tablet=“0px“ ol_text_shadow_blur_strength_tablet=“1px“ quote_text_shadow_horizontal_length_tablet=“0px“ quote_text_shadow_vertical_length_tablet=“0px“ quote_text_shadow_blur_strength_tablet=“1px“ header_text_shadow_horizontal_length_tablet=“0px“ header_text_shadow_vertical_length_tablet=“0px“ header_text_shadow_blur_strength_tablet=“1px“ header_2_text_shadow_horizontal_length_tablet=“0px“ header_2_text_shadow_vertical_length_tablet=“0px“ header_2_text_shadow_blur_strength_tablet=“1px“ header_3_text_shadow_horizontal_length_tablet=“0px“ header_3_text_shadow_vertical_length_tablet=“0px“ header_3_text_shadow_blur_strength_tablet=“1px“ header_4_text_shadow_horizontal_length_tablet=“0px“ header_4_text_shadow_vertical_length_tablet=“0px“ header_4_text_shadow_blur_strength_tablet=“1px“ header_5_text_shadow_horizontal_length_tablet=“0px“ header_5_text_shadow_vertical_length_tablet=“0px“ header_5_text_shadow_blur_strength_tablet=“1px“ header_6_text_shadow_horizontal_length_tablet=“0px“ header_6_text_shadow_vertical_length_tablet=“0px“ header_6_text_shadow_blur_strength_tablet=“1px“ box_shadow_horizontal_tablet=“0px“ box_shadow_vertical_tablet=“0px“ box_shadow_blur_tablet=“40px“ box_shadow_spread_tablet=“0px“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n
<\/span>Frequently Asked Questions<\/span><\/h2>\n[\/et_pb_text][et_pb_accordion icon_color=“#1b75bb“ module_class=“faq my_accordion wppb-add-accordion-icon custom-clean-accordion“ _builder_version=“4.27.6″ _module_preset=“default“ custom_padding=“0px|0px|0px|0px|true|true“ hover_enabled=“0″ border_width_all=“0px“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“ sticky_enabled=“0″][et_pb_accordion_item title=“How do I sync Salesforce contacts to Microsoft 365?“ open=“on“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ sticky_enabled=“0″]<\/p>\n
CiraSync connects to Salesforce and Microsoft 365 via authenticated API, then automatically syncs contacts and leads to the Microsoft 365 GAL, User Mailboxes, or both, based on the sync rules an IT admin configures in the CiraSync dashboard.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Does Salesforce sync two-way with Outlook contacts?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync Hub supports two-way sync between Salesforce and Microsoft 365, so changes made in either system reflect in the other without manual intervention.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Can I sync Salesforce contacts to sales team smartphones?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync pushes Salesforce contacts and leads directly to the native Contacts app on iOS and Android devices.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“How is CiraSync different from Salesforce’s native Outlook sync?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Salesforce’s native sync does not push contacts to smartphones, does not support IT-managed deployment without end-user action, and offers limited filtering. CiraSync supports mobile sync, IT-centralized management, SOQL-based filtering, and two-way sync with Microsoft 365.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Is CiraSync secure for Salesforce CRM data?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. CiraSync is SOC 2 compliant and GDPR-ready.<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=“Does the Salesforce integration support two-way contact sync?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n
Yes. Two-way sync is available via CiraSync Hub, allowing contact changes in Microsoft 365 to flow back into Salesforce and vice versa.<\/p>\n
[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_code disabled_on=“off|off|off“ admin_label=“Code for Accordion“ _builder_version=“4.27.5″ _module_preset=“default“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n
| Feature<\/th>\n | Salesforce Native Sync<\/th>\n | CiraSync<\/th>\n<\/tr>\n<\/thead>\n |
|---|---|---|
| Syncs to iOS and Android natively<\/td>\n | No<\/td>\n | Yes<\/td>\n<\/tr>\n |
| Two-way sync with Microsoft 365 GAL<\/td>\n | No<\/td>\n | Yes<\/td>\n<\/tr>\n |
| IT-managed, no end-user install<\/td>\n | No<\/td>\n | Yes<\/td>\n<\/tr>\n |
| SOQL-based filtering<\/td>\n | Limited<\/td>\n | Yes<\/td>\n<\/tr>\n |
| Syncs Leads as well as Contacts<\/td>\n | No<\/td>\n | Yes<\/td>\n<\/tr>\n |
| Works with Exchange On-Prem<\/td>\n | No<\/td>\n | Yes<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n \n <\/span>Who Benefits<\/span><\/h2>\nSales reps get accurate Salesforce contacts and leads pushed directly to their smartphones. No manual exports, no copy-paste between systems. Outbound SDRs see caller ID instantly when a lead calls back, and field reps access full contact records from their native phone app without opening Salesforce.<\/p>\n <\/span>Service Teams<\/span><\/h3>\nIT teams configure sync rules once in CiraSync and manage everything from a central dashboard. No end-user onboarding, no per-device setup, and no ongoing manual intervention. SOQL filtering gives admins precise control over which records reach which users.<\/p>\n \n <\/span>Outcomes<\/span><\/h2>\n\n <\/span>Requirements<\/span><\/h2>\n<\/span>\u200b<\/span><\/h1>\n[\/et_pb_text][et_pb_accordion icon_color=“#1b75bb“ module_class=“faq my_accordion wppb-add-accordion-icon custom-clean-accordion“ _builder_version=“4.27.6″ _module_preset=“default“ custom_padding=“0px|0px|0px|0px|true|true“ hover_enabled=“0″ border_width_all=“0px“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“ sticky_enabled=“0″][et_pb_accordion_item title=“How do I sync Salesforce contacts to Microsoft 365?“ open=“on“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ sticky_enabled=“0″]<\/p>\n CiraSync connects to Salesforce and Microsoft 365 via authenticated API, then automatically syncs contacts and leads to the Microsoft 365 GAL, User Mailboxes, or both, based on the sync rules an IT admin configures in the CiraSync dashboard.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=“Does Salesforce sync two-way with Outlook contacts?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n Yes. CiraSync Hub supports two-way sync between Salesforce and Microsoft 365, so changes made in either system reflect in the other without manual intervention.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=“Can I sync Salesforce contacts to sales team smartphones?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n Yes. CiraSync pushes Salesforce contacts and leads directly to the native Contacts app on iOS and Android devices.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=“How is CiraSync different from Salesforce’s native Outlook sync?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n Salesforce’s native sync does not push contacts to smartphones, does not support IT-managed deployment without end-user action, and offers limited filtering. CiraSync supports mobile sync, IT-centralized management, SOQL-based filtering, and two-way sync with Microsoft 365.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=“Is CiraSync secure for Salesforce CRM data?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n Yes. CiraSync is SOC 2 compliant and GDPR-ready.<\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=“Does the Salesforce integration support two-way contact sync?“ open_toggle_text_color=“#1b75bb“ _builder_version=“4.27.6″ _module_preset=“default“ body_font=“Open Sans||||||||“ body_text_color=“#333333″ body_font_size=“18px“ body_line_height=“1.4em“ background_color=“#FFFFFF“ background_enable_color=“on“ custom_padding=“|0px||0px|true|true“ hover_enabled=“0″ global_colors_info=“{}“ toggle_text_color=“#1b75bb“ toggle_level=“h5″ toggle_font=“Inter|600|||||||“ toggle_font_size=“24px“ theme_builder_area=“post_content“ open=“off“ sticky_enabled=“0″]<\/p>\n Yes. Two-way sync is available via CiraSync Hub, allowing contact changes in Microsoft 365 to flow back into Salesforce and vice versa.<\/p>\n [\/et_pb_accordion_item][\/et_pb_accordion][et_pb_code disabled_on=“off|off|off“ admin_label=“Code for Accordion“ _builder_version=“4.27.5″ _module_preset=“default“ locked=“off“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n |