Findy lets you sync Salesforce contacts, leads, and contact lists to Reply so you can easily add them to sequences and lists. It works with both Lightning and Classic interfaces.
Findy supports syncing basic contact fields, such as Email, Phone, Company, Location, and Timezone. Custom fields are not supported.
Sync individual contacts
To sync a contact:
Go to Findy → CRM Sync.
Open the contact or lead in Salesforce.
Click Save in Findy.
(Optional) Choose whether to add them to a list or a sequence.
If the contact hasn't been synced before, Findy will prompt you to save it in Reply.
If the contact already exists in Reply, you'll see the Move option to add it to a list or a sequence.
Lightning interface
Classic interface
Sync contact lists
To sync a list of contacts:
Go to Findy → CRM Sync.
Open your list in Salesforce.
Select the contacts you want to sync.
Click Save contacts.
(Optional) Choose whether to add them to a list or a sequence.
Lightning interface
Classic interface
