Salesforce Integration

If your team runs on Salesforce, this keeps your records up to date without manual work.

When SalesPartner talks to a lead, it creates a task on the matching Salesforce contact or lead record. Your team sees the full activity log without leaving Salesforce.

What you get:

• No manual entry — Tasks are logged in Salesforce after every interaction
• Full history — Messages, appointments, and status changes all recorded
• Team visibility — Everyone sees the latest activity on each record
• Works with your workflow — No new tools or tab switching

This works best if you already manage contacts and leads in Salesforce.

Salesforce uses a secure login flow — no API keys to copy and paste.

1. Open the SalesPartner app
2. Go to Settings → Connected Accounts
3. Click Add Account
4. Select Salesforce from the list
5. You'll be redirected to the Salesforce login page
6. Sign in with your Salesforce username and password
7. Review the permissions screen and click Allow
8. You'll be sent back to SalesPartner — your account is now connected

SalesPartner never sees your Salesforce password. The connection uses a secure token that Salesforce manages.

Heads up: Salesforce API access is only available on Enterprise, Unlimited, Performance, and Developer editions. If you're on Professional Edition, you'll need to contact Salesforce to add API access to your plan. Essentials and Starter editions don't support third-party integrations.

Some Salesforce organizations require admin approval before users can connect third-party apps.

If you see a message saying "You need admin approval" when trying to connect, contact your Salesforce admin. They'll need to approve SalesPartner as a connected app in your Salesforce org.

Once approved, all users in your org can connect without repeating the approval step.

If you're the Salesforce admin and need to approve the app, go to Setup → Connected Apps in Salesforce and look for SalesPartner. Your Salesforce account executive can also help with this.

SalesPartner creates a task on the Salesforce contact or lead record when:

• A lead sends a message
• SalesPartner replies to a lead
• An appointment is booked or a reminder is sent
• A contact's status changes

Each task is timestamped and includes the relevant details.

Note: The contact must already exist in Salesforce, matched by email address. If SalesPartner can't find a matching contact or lead, nothing logs. Make sure records are in Salesforce before conversations start.

Tasks not appearing in Salesforce?

1. Account connected? — Go to Settings → Connected Accounts and confirm Salesforce shows as connected.

1. Edition supports API? — Enterprise, Unlimited, Performance, and Developer editions only. Professional requires an add-on. Essentials doesn't support it.

1. Admin blocked the connection? — If you couldn't finish connecting, your Salesforce admin may need to approve SalesPartner first.

1. Contact or lead exists? — SalesPartner matches records by email. If the lead's email isn't in Salesforce, nothing logs.

1. Token expired? — Disconnect and reconnect in Settings → Connected Accounts to refresh the connection.

Still stuck? Contact support with your Salesforce org name and the time you expected a task to log. We can check the logs.