Integrations · CRM

Salesforce

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Salesforce integration for enterprise pipelines, including custom objects.

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What we read

From your Salesforce.

  • →Leads
  • →Opportunities
  • →Custom objects
  • →Activities
What we write

Back to your Salesforce.

  • ←Field values per outcome
  • ←Tasks + notes
How it's secured

Your credentials never leave a vault.

Vault-stored token
The raw token is encrypted in Supabase Vault. Only a secret_ref reaches the database.
Fingerprint in audit
The audit log shows a SHA-256 fingerprint and the last 4 chars — never the token itself.
Per-org isolation
Connections are row-level-secured. One tenant can never see another tenant's credentials or roster.
Results on Salesforce

What you can run.

Lead Qualification
Stop your reps wasting their best hours on junk leads — every inbound lead scored against your rules, the verdict written straight to your CRM.
Opportunity Research
Walk into every call already briefed — who they are, why they fit, and what to say, waiting in your CRM before you dial.
Closed-Lost Recovery
The deals you wrote off aren't all dead — every lost deal analyzed for why, the gap surfaced, and routed to the right person to win it back.

Connect Salesforce in 60 seconds.

We're rolling out new integrations continuously — request this one and we'll prioritise.

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