Salesforce

With Salesforce connected, a conversation that qualifies opens a lead and an opportunity in your org, and the opportunity moves through your stages as the conversation progresses.

Connect

Salesforce connects only with Continue to Salesforce — there is no API key to paste.

1. In the console go to Settings → Integrations → Salesforce.
2. Under Salesforce environment, pick production or sandbox.
3. Click Continue to Salesforce, sign in and allow Fluxy.

Map your stages

After connecting, map each funnel stage to one of your active opportunity stages, the same way as Pipedrive. Unmapped stages are not written.

What gets written

• Lead: name, email and phone from the conversation. An existing open lead with the same email or phone is reused, not duplicated. The company field is set to [not provided], Salesforce’s own placeholder.
• Opportunity: opened in the mapped stage, with a close date 30 days out.

Disconnecting revokes Fluxy‘s access in Salesforce.