Contact Sync

• How do I enable and use the Contact Sync feature?

  This article details how to enable Contact Sync, explains how Contact Sync works, how often it runs, what fields are synced from contacts in Salesforce, and how to create Sync Sets.

• How do I revoke and re-authorize access to my Google account?

  In order to run processes like Calendar Sync, Email Sync, or Contact Sync, Cirrus Insight needs access to your Google account. Occasionally, there will be a problem with the authorization and you'll need to grant access again.

• For Admins: How do I revoke a user's Cirrus Insight authorization in Salesforce?

  Cirrus Insight's sync processes (Calendar Sync, Contact Sync, and Email Sync) depend on authorization from Salesforce. If you see red exclamation marks beside your Syncs within Cirrus Insight Settings, your Salesforce admin may need to revoke Oauth access in Salesforce.

• How are Sync Sets used with the Contact Sync feature?

  Find out what sync sets are and how to create them.

• How do I choose whether a Contact or Account is automatically displayed in the Snapshot?

  By default, CI will pull up the Contact record when you open an email or hover or an email address. If you'd prefer CI to pull up the individual's Account record rather than Contact record, check the Enable Account Snapshot box.