Sync Salesforce Contacts and Leads to Outlook and Smartphones with CiraSync

Connect Salesforce to sync CRM contacts and leads with Microsoft 365 or another endpoint, and automatically update all employee smartphones for real-time communication.

Salesforce CRM contacts and leads syncing to Microsoft 365 and sales team smartphones via CiraSync

Two-Way: CiraSync Hub

One-Way: CiraSync Cloud, CiraSync On-Prem

What This Integration Does

  • Two-way sync of Salesforce contacts with Microsoft 365 GAL, User Mailbox, Google, iCloud, or another CRM (via CiraSync Hub)
  • Automatic one-way distribution of Salesforce contacts and leads to iOS and Android devices (via CiraSync Cloud or CiraSync On-Prem)
  • Instant caller ID for outbound SDRs, so reps recognize and reach prospects without leaving their native phone app
  • Field sales access to full lead records on mobile, even without CRM app installs

How It Works

  1. Connect: Authenticate Salesforce and Microsoft 365 or another endpoint in CiraSync Hub.
  2. Map: Select Salesforce objects (Contacts, Leads), define field mappings, and configure sync rules using Salesforce SOQL queries for precise filtering.
  3. Sync to phones: CiraSync instantly updates users’ native Contacts apps on iOS and Android, with no employee app installs required.

Salesforce Native Outlook Sync vs. CiraSync

Feature Salesforce Native Sync CiraSync
Syncs to iOS and Android natively No Yes
Two-way sync with Microsoft 365 GAL No Yes
IT-managed, no end-user install No Yes
SOQL-based filtering Limited Yes
Syncs Leads as well as Contacts No Yes
Works with Exchange On-Prem No Yes

Who Benefits

Sales Teams

Sales 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.

Service Teams

Customer-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.

IT Admins

IT 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.

Outcomes

  • Sales reps always have current prospect and customer contact data on their phones
  • Manual CSV exports and directory update requests are eliminated
  • Pipeline accuracy improves because contact changes in Salesforce propagate immediately
  • IT overhead is reduced through centralized, automated sync management
  • Compliance and governance are supported through auditable, IT-controlled sync rules

Requirements

  • Salesforce Professional, Enterprise, Unlimited, or Developer edition
  • Microsoft 365 tenant (for M365 GAL or User Mailbox sync)
  • CiraSync Hub, CiraSync Cloud, or CiraSync On-Prem
  • Admin credentials for both Salesforce and Microsoft 365

​

Frequently Asked Questions

How do I sync Salesforce contacts to Microsoft 365?

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.

Does Salesforce sync two-way with Outlook contacts?

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.

Can I sync Salesforce contacts to sales team smartphones?

Yes. CiraSync pushes Salesforce contacts and leads directly to the native Contacts app on iOS and Android devices.

How is CiraSync different from Salesforce's native Outlook sync?

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.

Is CiraSync secure for Salesforce CRM data?

Yes. CiraSync is SOC 2 compliant and GDPR-ready.

Does the Salesforce integration support two-way contact sync?

Yes. Two-way sync is available via CiraSync Hub, allowing contact changes in Microsoft 365 to flow back into Salesforce and vice versa.

soc2comliant
GDPR