Connect Salesforce and choose which objects to bring. Opportunities become deals, accounts become companies, and tasks, calls and emails become timeline history.
Custom fields map one to one, and we flag anything that does not have a match before you start.
What syncs
Opportunities, accounts and contacts
Activity history on the timeline
Custom fields mapped before import
Category
Import
Sync
Import
Setup
1 hour
Bring your pipeline. We will move it over for you.
Send us a CSV or connect HubSpot, Pipedrive or Salesforce. Your deals, contacts, notes and emails arrive the same day, and your team runs its first Monday review in Thatcher.
14 days free. No card needed.



