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CRM / Live

Salesforce

Enterprise-grade bidirectional sync for comprehensive customer data management.

Why Salesforce

03 benefits
01

Custom object sync

Sync Salesforce custom objects alongside standard leads, contacts, and opportunities. Your data model stays intact.

02

Field-level permissions

Respect Salesforce field-level security. SpaceCRM only accesses fields your Salesforce profile permits.

03

SOQL query support

Use SOQL-style filters to control exactly which Salesforce records sync to SpaceCRM. Full granularity, zero compromise.

How It Works

01

Connect via OAuth

Authorize SpaceCRM with your Salesforce org. Works with Professional, Enterprise, and Unlimited editions.

02

Configure sync scope

Choose which objects and fields sync. Set filters to include only the records relevant to your outreach.

03

Run campaigns, update Salesforce

Send outreach from SpaceCRM. Replies, meetings, and deal changes sync back to Salesforce automatically.

Use Cases

03 use cases
  • β€” Sync Salesforce leads and opportunities bidirectionally
  • β€” Log SpaceCRM activities to Salesforce contact and opportunity records
  • β€” Use SOQL filters to sync only the segments you need

Ready to integrate Salesforce?

Connect Salesforce to SpaceCRM today and streamline your workflow.

Book a Demo β†’

Frequently Asked Questions

02 questions

Other Integrations

04 pages