Salesforce integration

CRM for managing leads, accounts, sales deals, service cases and customer records. Connect Salesforce to OLODESK and use it in the apps and automations your business runs on.

Start free How to connect

Category: CRM & sales

Popular ways to use Salesforce

Start with one of these, or describe your own.

Web leads on the right record

Every inquiry from your website or forms lands in Salesforce as a lead, matched to an existing contact where there is one.

A client portal on Salesforce data

Clients sign in to a portal with your logo and see their own cases, orders and documents, while your team stays in Salesforce.

Ask Salesforce from ChatGPT

On Business Pro, ask which opportunities moved this week or which accounts have gone quiet.

How to connect Salesforce

Open Integrations
In your OLODESK portal, open Integrations and choose Salesforce.
Connect your account
Paste the access key from your Salesforce account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

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