Rekeying data between systems manually is time consuming, dull and can leave you vulnerable to errors. A slip of the finger or momentary lack of concentration can result in mismatched data and a big headache.

To get around this issue Tailored have created a quick and easy way to send data regarding clients, contacts and opportunities into Synergist from HubSpot and Salesforce CRMs. You decide what and when to sync, to avoid clogging up your pipeline with non-sales-ready leads. 

When you add a new company in your CRM you can synchronise it with Synergist. The information is passed via our synchronisation app and once completed this company will be added to the Synergist system.

The same process can be applied to contacts which, once added, can be amended within Synergist and each night the changes will be automatically updated in the CRM.

When creating a deal within your CRM you will see the option to select a template from a list of Synergist templates. Once added, the deal data can be passed via the synchronisation software to Synergist and an opportunity created from the selected template.

NIGHTLY PROCESSES

Each night the synchronisation app will query Synergist to see if there are any new or amended contacts within the system. If so, the system will fetch these from Synergist and sync the with your CRM to add/update them accordingly. It will only add new contact if they are within a company that has already been synced before.

The system will also query Synergist for any none deadened/not live deals. It will check for a status change for any that it finds to see whether the deal has been changed to Live or Dead/Lost. If so, it will sync with the CRM and update the status and quoted value.

PRICING STRUCTURE

Record updates per month	Cost
200	£50 / month*
400	£70 / month
800	£100 / month
1600	£150 / month
1600+	Please contact us

* Minimum charge per account
Prices correct as of February 2024. We adopt a fair use policy for over and under months.

To view a step by step walkthrough with HubSpot and Salesforce CRM’s click on the links below.

To view a diagram of the of the synchronisation processes click here.

GET IN TOUCH

If you would like to find about more about syncing your CRM to Synergist, please let us know via our contact page.