Salesforce

Connect Salesforce to sync accounts, contacts, opportunities, and products

Overview

The Salesforce integration syncs your CRM data into Quivly. Customers are matched across integrations by domain.

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What Syncs

Object	Data
Accounts	Name, website, industry, type, custom fields
Contacts	Name, email, title, phone, associated account
Opportunities	Name, amount, stage, close date, owner
Products	Name, product code, description, family, active status
Users	Name, email (for account assignments)

Sync frequency: Every 15 minutes

Historical data: Last 12 months on initial sync

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Prerequisites

• Salesforce admin access to authorize the OAuth connection
• API access enabled (included in Professional, Enterprise, and Unlimited editions)

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Setup

1. Set up integration

   Go to Settings → Integrations, find Salesforce in the CRM section, and click Set Up Integration.

2. Log in to Salesforce

   You will be redirected to Salesforce to authenticate. Enter your credentials and authorize access.

3. Select objects and fields

   Choose the Salesforce objects you want to sync and select the specific fields to integrate with Quivly.

4. Install the integration

   Click Install to complete the setup and begin the integration process.

5. Integration starts

   Once installed, the integration will automatically begin syncing your data from Salesforce.

6. Monitor progress

   Navigate to the Logs tab to see when your data starts flowing in and monitor sync progress.