Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Keep contact data in sync (8.3)

Updated on May 3, 2021

Having up-to-date contact information is crucial for building and advancing your sales pipeline. That is why your team needs a contact syncing tool that seamlessly connects Pega Sales Automation and Microsoft Exchange. With Pega’s latest real-time contact sync capabilities, your customer and prospect contact data is constantly up-to-date.

"Contact sync in Pega Sales Automation"

Contact synchronization in Pega Sales Automation

Update contacts in a single system for a unified view

Your sellers should not have to spend time toggling between different systems to update contact information. Using Pega’s flexible contact synchronization capabilities, which can run bi-directionally or in a single direction, your sales team can make seamless updates to their contact data in one system. Whether your sellers are working in Outlook, Office 365 online, or Pega Sales Automation, your sales representatives are equipped with a unified view of real-time contact data and activities.

Now, with less time spent on manual data maintenance, your team can devote more time to impactful customer engagement with the right contacts.

To learn more about how you can set up contact synchronization within Pega Sales Automation, see Synchronizing Microsoft Exchange contacts with Pega Sales Automation contacts and Synchronizing Pega Sales Automation contacts with Microsoft Exchange contacts.

  • Previous topic Boost email productivity with Google G Suite integration (8.3)
  • Next topic Automatically assign leads with intelligent lead routing rules (8.3)

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us