Syncing contact data from Salesforce to Aloware
The integration includes a manual "Pull" feature, allowing you to sync Aloware with the latest Salesforce data as needed. This ensures accuracy and reduces manual updates.
How can a business admin use this?
Log into both Salesforce and Aloware, and go to the Salesforce integration settings in Aloware.
Select contact as object module for synchronization, ensuring that required fields for mapping are selected. Currently, the synchronization only works with one Salesforce object at a time, either leads or contacts. The properties available for mapping vary depending on the selected object.
Contact is enabled as a standard CRM module
Synchronize users
Click the 'sync users' button to enable user synchronization. Ensure email addresses are match in both systems for successful updates.
Notifications will be sent to admins with synchronization details.
Check that the contact owner or lead owner field is correctly mapped to Salesforce properties.
The Salesforce contact property mapping feature in Aloware allows users to link and synchronize specific fields between the two platforms.
Default and custom field mapping
Types of attributes
Default Locked Fields - Fixed fields that cannot be removed or modified. Examples include "Phone Number" and "Email."
Default Open Fields - Customizable fields that can be added, removed, or modified as needed. Examples include "Zipcode."
Default fields on contacts
The following fields are mapped for synchronization:
Field Name (Aloware) | Field Name (Salesforce) | Attribute Type (Aloware) |
Phone number (required) | Phone | Default locked field |
Email (required) | Default locked field | |
Contact owner | Contact owner | Default open field |
First name | First name | Default open field |
Last name | Last name | Default open field |
Lead source | Lead source | Default open field |
Other phone number | Mobile phone | Default open field |
Fax | Fax | Default open field |
Address | Address | Default open field |
City | City | Default open field |
Country | Country | Default open field |
State | State | Default open field |
Zipcode | Postal Code | Default open field |
Date of birth | Birth date | Default open field |
Synchronization directions
Users can manage the direction of synchronization for ownership fields:
Aloware |  | Salesforce |
Aloware |  | Salesforce |
Aloware |  | Salesforce |
Field legends
| Locked - Indicates a Default Locked Field that cannot be changed. |
| Prohibited - Indicates a field already mapped and unavailable for multiple mappings. |
| Delete - Allows the removal of an existing mapping. |
How can an average user use this?
Automatic updates - ownership changes in Salesforce or Aloware are reflected automatically.
Data accuracy - errors from manual updates are eliminated, leading to reliable contact records.
How does this relate to our other tools?
This integration aligns with Aloware’s suite of CRM tools, including HubSpot and Pipedrive. It demonstrates Aloware’s commitment to seamless user management and operational scalability by synchronizing data across platforms.
For additional insights on managing communication data, see our guides on SMS/MMS logging and call logging.
What important configurations are required?
Mapping fields - ensure the Aloware Contact Owner field is mapped to the Salesforce
OwnerIdfield (Contact Owner or Lead Owner).Synchronization direction - configure data flow based on operational preferences.
Integration setup - confirm proper API configuration and permissions in both systems.