Wix Answers Help Center
Syncing Customer Data From Wix Answers to Salesforce
Keep customer details consistent between your Wix Answers and Salesforce accounts. When syncing, you choose which data is converted from Wix Answers to Salesforce.
Important:
You can only sync data in one direction at a time. If you've already synced from Salesforce to Wix Answers, you must turn it off before syncing from Wix Answers to Salesforce.
Before you begin:
Make sure you've connected your Salesforce account with Wix Answers.
To sync your Wix Answers customer data to Salesforce:
- In the Wix Answers app, go to Settings > Tools > Integrations.
- Hover over Salesforce and click Manage on the right.
- Click the Sync customer data toggle
under Wix Answers → Salesforce to enable it.
- Click the drop-down next to From now on Sync Wix Answers customers data with and select the Salesforce contact type you'd like to convert your Wix Answers data to (Salesforce Contacts or Salesforce Leads).
Tip: You can create new customer fields in Wix Answers to use for syncing your data. - (Optional) Sync only accounts whose profile includes a specific customer data field.
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6. (Optional) Sync additional customer data fields from Wix Answers to Salesforce.
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7. (Optional) Sync your existing contact records from Wix Answers to Salesforce.
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8. Click Save at the top-right.
Tip:
You can also sync company data from Wix Answers to Salesforce.
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