Salesforce
Two-way sync of accounts, contacts, opportunities, leads, tasks and notes. Sandboxes too.
How it connects
- Connected once for the workspace, by an owner.
- You sign in to Salesforce and approve the permissions it asks for (listed below). We never see your password, and the access it grants is stored encrypted.
- New items are picked up about every 5 minutes.
Keep your current CRM. Closefinch syncs two ways, or writes through, and shows conflicts for a person to settle. Moving over instead? The migration tool imports from a connected CRM or files.
Also covers: Salesforce (sandbox).
Connect it
- In Closefinch, open Settings → Integrations and find Salesforce under its category.
- Choose Salesforce and sign in to it, then approve the permissions it asks for.
- New items are picked up about every 5 minutes. You can pause it or disconnect at any time.
Permissions it asks for
apirefresh_tokenid
More in CRMs
Connect Salesforce
Sign up, then open Settings → Integrations in the app. Free for up to 3 seats, no card.