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Insight: Lightspeed / Salesforce Sync

Seamlessly sync data between Lightspeed POS and Salesforce

Overview

Insight is an automatic data synchronization solution for Salesforce and Lightspeed POS. It allows you to seamlessly input or update data in one platform and have it reflected in the other.

See How Insight: Lightspeed / Salesforce Sync Works

Real-time two-way synchronization of your customer data between Salesforce and Lightspeed R POS.
Easily review and resolve potential data conflicts between the two systems.

Insight comes with robust features that we are continuing to expand that will provide your business with indispensable tools. Insight can also be customized to meet your exact needs. Contact us for more information. Syncing Details: Accounts added in either Lightspeed POS or Salesforce will be created in the other platform. Contact details such as name, address, phone number, etc. that are changed in one will also sync to the other. Insight uses advanced technology to prevent the creation of duplicate accounts. Information within accounts is compared to avoid duplicate contacts and/or other information. The following fields are synced: Birthdate DoNotCall Email Fax Name HasOptedOutOfEmail LastName MailingAddress Title Phone ShippingAddress Title Website Support for additional fields can be customized to meet your needs. Conflicts: If data is input differently in each system then it is flagged for closer review. Once the correct information is selected, both systems will reflect the updated info.