Salesforce & Synergy

Break down silos, boost revenue, and celebrate wins with Salesforce and Synergy

Bridge the gap between CRM and project management, streamline workflows, and watch your sales and project teams soar. The Salesforce integration with Synergy via Zapier empowers users to create triggers and actions, facilitating a smooth exchange of CRM and project-related data. Connect effortlessly, ensuring a unified experience for sales and project teams.

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Key Benefits

Connecting Salesforce and Synergy provides major advantages:

Unified Data Hub: Maintain a unified source of truth for CRM and project information across Salesforce and Synergy
Enhanced Communication: Improve communication with synchronised project and contact details, fostering better collaboration
Efficient Project Coordination: Streamline project oversight by integrating Salesforce with Synergy, reducing the risk of errors
Time Savings: Automate repetitive tasks, saving time and allowing teams to focus on high-impact sales and project activities
Data Accuracy: Ensure consistency and accuracy in CRM and project information with seamless integration
Suggested Zaps: New or Updated Contact, New or Updated Project, New or Updated Project Contact, Updated Project Status

Integrating Salesforce and Synergy takes just minutes while providing long-term productivity and performance gains. Streamline workflows and unlock growth with the power of Zapier integration.

Supported actions and triggers

Create a Company

Update Company

New Project

New or Updated Company

New or Updated Personnel

Updated Project Status

New Project Contact

Zapier lets you connect Synergy with thousands of tools your team uses — no code required.

How it works

1. Click on the Make a Zap button.
2. Follow the prompts to sign up for a Zapier account, or sign in if you already have one.
3. Connect Synergy and a complementary app to Zapier.
4. Follow the steps to set up the Zapier automation, known as a Zap.
5. Test out your new Zap.
6. Data passes securely to Synergy via the PremiumAPI.
7. You’re all set! The automation runs in the background, giving you time back in your day.

Salesforce & Synergy

Break down silos, boost revenue, and celebrate wins with Salesforce and Synergy

Key Benefits

Supported actions and triggers

Create a Company

Update Company

New Project

New or Updated Company

New or Updated Personnel

Updated Project Status

New Project Contact

Zapier lets you connect Synergy with thousands of tools your team uses — no code required.

How it works

Zapier uses the Premium API add-on from Synergy to allow up to 60,000 calls per day, of which 20,000 can be used for Transaction endpoints.

Becoming the backbone of successful architecture and engineering practices since 1999.

By Practice

By Role

Salesforce & Synergy

Break down silos, boost revenue, and celebrate wins with Salesforce and Synergy

Key Benefits

Supported actions and triggers

Create a Company

Update Company

New Project

New or Updated Company

New or Updated Personnel

Updated Project Status

New Project Contact

Zapier lets you connect Synergy with thousands of tools your team uses — no code required.

How it works

Zapier uses the Premium API add-on from Synergy to allow up to 60,000 calls per day, of which 20,000 can be used for Transaction endpoints.

Becoming the backbone of successful architecture and engineering practices since 1999.

By Practice

By Role

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