New
Keep Salesforce and GREENstick CRM Records in Sync
Sync contacts and companies in both directions and make connected Salesforce tools available to supported AI Employees.
Products:Integrations, CRM, AI Workforce
What’s New
The Salesforce connection supports two-way contact and company updates and discovers supported tools for connected AI capabilities.
Why It Matters
Teams using both systems can reduce manual reconciliation and work from more consistent customer information.
What’s Included
- Contact and company synchronization in both directions.
- Sync choices configured before authorization.
- Changes reflected within minutes.
- Discovery of supported Salesforce tools and AI functions without duplicate registration.
How to Use It
- Open GREENstick Business App → Administration → Connections → Browse.
- Choose Salesforce, select the desired sync options, and authorize with Salesforce OAuth.
- Confirm Contacts and Companies synchronization on the connection configuration page.
Good to Know
Deleting a record in one system does not automatically delete it in the other. This release describes contacts and companies, not every Salesforce object.
Availability
Available Now
Affected Customers
Businesses using Salesforce alongside GREENstick CRM.
Action Required
Authorize Salesforce and select which records should sync.
Explore This Update in GREENstick Business App
Sign in to review the tools available on your account, or ask GREENstick for help with setup and next steps.