Overview
The Salesforce integration syncs your CRM data into Quivly. Customers are matched across integrations by domain.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) |
Prerequisites
- Salesforce admin access to authorize the OAuth connection
- API access enabled (included in Professional, Enterprise, and Unlimited editions)
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.