Salesforce

Overview

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

Object	Data
Accounts	Name, website, industry, type, custom fields
Contacts	Name, email, title, phone, associated account
Opportunities	Name, amount, stage, close date, owner
Contracts	Contract status, dates, linked opportunity and owner
Users	Name, email (for account assignments)

Sync: Continuous — changes stream in via webhooks

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

Set up integration

Go to Settings → Integrations, click the Salesforce card, and open the Configure tab.

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

Select objects and fields

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

Install the integration

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

Integration starts

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

Monitor progress

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