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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