How to Sync HiHello with Salesforce

Syncing with Salesforce allows users to easily access HiHello contacts on both platforms. Follow this guide to learn how to sync your HiHello account with Salesforce.

HiHello supports syncing with Salesforce for all HiHello Business and Enterprise customers. This robust feature allows users to easily add all their HiHello contacts to their Salesforce CRM.

Once you log into the HiHello web app, go to your HiHello Settings complete the following steps to connect your HiHello account with Salesforce and sync your contacts.

Sync HiHello with Salesforce

1. Under Sync Contacts, click Add Account.

HiHello Sync Contacts
Clicking Add Account will expand a dropdown list.

2.  Click Connect Salesforce.

HiHello sync contacts and connect Salesforce

3. Sign in to your Salesforce account.

Sign in to Salesforce

4. Click Allow.

Allow HiHello permissions for Salesforce

5. Toggle on which contacts you want to sync.

Sync HiHello contacts with Salesforce CRM

Once you connect your accounts, you should see your Salesforce account listed under Sync Contacts. From here you can use the toggle to select which contacts you want to sync, and choose if you want them to be a Lead or Contact in Salesforce. Remember, each contact is associated with a specific business card—if you want to change any card associations, you can do so on the individual’s contact in your HiHello address book. You can disable the sync at any time by clicking Stop Sync.

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