Is this bi-directional?

Integration patterns can support one-way or two-way sync as needed.

Can we map custom fields?

Yes. Field mapping strategy is part of integration setup.

Sync pipeline and customer context between Salesforce and Zivvy for cleaner handoffs.

Handoffs break when sales and operations run on disconnected records.

Zivvy integration patterns keep key account and deal context aligned with execution workflows.

Improve sales-to-ops handoff quality

Reduce duplicate data entry

Align revenue and delivery readiness

Workflow stream

Account and contact synchronization

Account and contact synchronization

Opportunity stage to workflow triggers

Post-close provisioning workflows

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