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Description
Cloud-Sync offers a secure and automatic way to synchronize data from Microsoft 365 or Google Workspace with CRM, ERP, and database systems, enabling organizations to maintain continuous connectivity between email communications, calendars, contacts, and files while eliminating the need for complicated workflow tools. This solution is compatible with a variety of leading CRM and ERP platforms, as well as any database that utilizes a REST API, functioning effortlessly in the background to help teams enhance the utility of their current email and collaboration resources. By signing in with a Microsoft or Google work account, users can authorize Cloud-Sync via the secure OAuth 2.0 protocol, allowing it to access emails and, if desired, update calendars, contacts, and files—all while ensuring that passwords remain protected and never shared. Once established, Cloud-Sync automatically logs each incoming and outgoing email related to CRM contacts against the appropriate records, thus providing colleagues with a unified perspective on customer interactions without the need for manual entries. This streamlined approach not only reduces the administrative burden but also promotes better collaboration within teams.
Description
The Metrica Power BI Connector for Salesforce serves as a crucial tool that facilitates the seamless integration of Microsoft Power BI with Salesforce, enhancing the capabilities for reporting and analytics. It empowers analytics teams to effortlessly access both standard and custom Salesforce data without the need for laborious manual exports or custom integration setups.
This connector is specifically tailored for business intelligence teams that rely on Salesforce as their primary operational system and utilize Power BI for their analytical needs. It efficiently handles large volumes of data, intricate relationships between various objects, and adjustments in schema, all while ensuring consistent data availability for production-level reporting.
Through the Metrica Power BI Connector for Salesforce, organizations can create insightful Power BI dashboards focused on sales pipeline evaluation, revenue tracking, and operational performance metrics derived from Salesforce information. Furthermore, it adheres to Salesforce's permission models, which aids in maintaining secure and controlled access to vital CRM data, ensuring that sensitive information is only available to authorized personnel. As a result, this connector not only streamlines data management but also enhances decision-making processes across the organization.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Salesforce
Flexiva
Google Workspace
HubSpot CRM
Infor CRM
LabInsu
Microsoft 365
Microsoft OneDrive
Microsoft Power BI
Oracle Cloud Infrastructure
Integrations
Salesforce
Flexiva
Google Workspace
HubSpot CRM
Infor CRM
LabInsu
Microsoft 365
Microsoft OneDrive
Microsoft Power BI
Oracle Cloud Infrastructure
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cloud-Sync
Country
United States
Website
www.cloud-sync.email/
Vendor Details
Company Name
Metrica Software
Founded
2025
Country
United States
Website
metricasoftware.com