Salesforce Integration
Salesforce connection, API configuration, Lead/Contact/Account/Opportunity sync, data synchronization.
Salesforce Connection
We use direct API integration to connect with Salesforce. To set up the connection, you'll need the following credentials:
- Navigate to Settings → Integrations
- Find "Salesforce" in the integrations list
- Click "Connect" or "Set Up"
- Enter the required credentials:
- Email: All Salesforce updates will be made using this user account
- Domain: Your Salesforce instance domain (e.g.,
company-name.my.salesforce.com) - Client ID: Your Salesforce Connected App Client ID
- Client Secret: Your Salesforce Connected App Client Secret
- Click "Connect" to establish the connection
- The integration status will show as "Connected"
Note: Make sure the user account associated with the email has proper permissions to read and write the objects and fields you want to sync.
Data Synchronization
Data syncs between the platform and Salesforce automatically every 2 hours.
Imported Objects:
We import the following Salesforce objects:
- Lead: Sync meeting data with lead records
- Account: Associate meetings with account records
- Opportunity: Sync opportunity-related meetings
- Contact: Update contact records with meeting insights
Troubleshooting
Connection issues:
- Verify your Salesforce domain is correct
- Check that the Client ID and Client Secret are valid
- Ensure the user account has API access enabled
- Review Salesforce API access logs
Sync errors:
- Disconnect and reconnect the integration
- Verify the user account has proper permissions
- Review error messages in the integration status page
Permission issues:
- Ensure the user has access to the required objects (Lead, Account, Opportunity, Contact)
- Check Salesforce profile and permission set configurations