Salesforce
Connect Salesforce to Airfold to unify your CRM data with other revenue sources.
5 Reasons to Use This Integration
Connect Salesforce to Airfold to unify your CRM data with other revenue sources, including looking up, creating, updating, and upserting records, as well as pulling in reports and records from views.
1. Comprehensive Data View
Combine Salesforce data with other tools like Hubspot, Gong, and Outreach for a complete picture of your revenue operations.
2. Custom Dashboards
Create tailored dashboards that blend Salesforce data with other sources, giving you unique insights specific to your business needs.
3. AI-Powered Analytics
Leverage Airfold's AI capabilities to uncover patterns and trends in your Salesforce data that might otherwise go unnoticed.
4. Data Writeback
Update Salesforce records directly from Airfold, ensuring your CRM stays current with insights gained from cross-platform analysis.
5. Time-Saving Automation
Eliminate manual data gathering and report creation by automating the process through Airfold.
What’s included in the integration?
Salesforce objects
- Salesforce lead
- Salesforce contact
- Salesforce account
- Salesforce opportunity
- Salesforce event
- Salesforce campaign
- Salesforce task
- Salesforce custom object
Salesforce actions
- Create record
- Update record
- Change campaign status
- Add to campaign
- Remove from campaign
- Create or update record
Salesforce activities
- Lead created / converted / updated
- Contact created / updated
- Opportunity created /updated / won
- Task created / updated
- Campaign created /updated
- Campaign member added / removed
How to Set It Up
- Log in to your Airfold account and navigate to the Integrations page.
- Find and select the Salesforce integration.
- Click "Connect" and you'll be prompted to log in to your Salesforce account.
- Grant necessary permissions for Airfold to access your Salesforce data.
- Choose which Salesforce objects and fields you want to sync with Airfold.
- Set up the sync frequency (real-time, hourly, daily, etc.).
- Save your settings and start using Salesforce data in your Airfold dashboards and reports.
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