Your CRM stays
in perfect sync.

Every email sent, call made, LinkedIn message delivered, and task completed in Tario is automatically written back to Salesforce — or your CRM of choice — the moment it happens.

app.tario.ai — CRM Sync
CRM Sync Bradley Lawlor
Live Sync Active
AN
Tario Activity 0 synced

Syncing to Salesforce

📧
Email — Follow-up sent
Boost Mode · Step 3
2m ago Syncing…
📞
Call — Connected · 7m 24s
Outcome: Demo Scheduled
1h ago Syncing…
in
LinkedIn — Connected
Request accepted
3h ago Syncing…
📧
Email — Opened ×3
Boost Mode · Step 2
Yesterday Syncing…
Task — Send demo link
Due today · Assigned to you
Yesterday Syncing…

Field Mapping

Tario → Salesforce

Lead Status Lead Status
Working
↑ Just updated
Last Activity Last Activity Date
13 Mar 2026
↑ Just updated
Call Outcome Call Result
No Answer
↑ Just updated
Emails Sent tario_emails_sent__c
2
↑ Just updated
Sequence Step tario_step__c
Step 2 of 6
↑ Just updated
Contacts › Bradley Lawlor
BL
Bradley Lawlor
VP of Sales · Veridian Corp
⇄ Synced by Tario · now
Contact Information
Lead Status
Working
Last Activity Date
13 Mar 2026
Call Result
No Answer
Emails Sent
2
Activity Timeline
Email New
Follow-up: Clearbridge case study
Logged by Tario · Boost Mode Step 3
2m ago
Call New
Connected · 7m 24s · Demo Scheduled
Logged by Tario · Recording available
1h ago
LinkedIn New
Connection request accepted
Logged by Tario
3h ago
Email
Email opened ×3 — no reply
Logged by Tario · Boost Mode Step 2
Yesterday

Every action logged,
zero manual entry.

01

Tario executes the activity

An email sends, a call connects, a LinkedIn message fires, or a task is created — Tario captures every detail: timestamps, outcomes, open counts, call duration, and campaign context.

02

Activity is mapped to CRM fields

Using your configured field mapping, Tario matches each activity type to the right CRM objects and fields — standard fields like Last Activity Date, plus custom Tario fields on the contact record.

03

CRM record updates instantly

The contact, lead, or opportunity record in Salesforce (or your CRM) is updated in real time — no batch jobs, no delays. Your CRM reflects exactly what happened the moment it happened.

04

Your team sees everything

Managers, AEs, and ops see a complete activity timeline on every record — sourced from Tario, attributed to the right rep, with campaign and sequence context attached to every log entry.

Every touchpoint logged automatically.

Email activity

Every email sent, opened, clicked, or replied to is logged as an activity on the CRM record — with subject, timestamp, open count, and campaign step attached.

Call logs & outcomes

Call duration, connection status, outcome, and rep notes are written to the CRM the moment the call ends. Call recordings are linked directly on the activity record.

Task creation & completion

Tasks created by Tario sequences — call reminders, follow-up prompts — are created as CRM tasks, assigned to the right rep, and marked complete when actioned.

Custom field mapping

Map any Tario data point to any CRM field — standard or custom. Campaign name, sequence step, lead score, email open count — all configurable with no code required.

Conflict-free, one-way sync

Tario writes to your CRM — never overwrites manual data entered by your team. Conflict detection flags any field discrepancies before writing, keeping your records clean.

Our Salesforce data was always stale — reps would forget to log calls for days. Since connecting Tario, every activity hits the CRM the second it happens. Our pipeline reporting went from a guess to genuinely accurate overnight.

Craig Mathew VP Sales & Business development

100%

Of Tario activities automatically logged — zero manual CRM entry

6x

More CRM activity data vs teams logging manually

0hrs

Delay between Tario activity and CRM update

Connect Tario to your CRM.
in under 5 minutes.

OAuth connection, pre-built field mapping templates for Salesforce and HubSpot, and live sync from the moment you go active. No IT ticket required.

Start for free today

2 months trial. no credit card required