Connecting Salesforce opportunity pipelines — Help Centre

Authorise Salesforce from the Integrations page, then approve each call log yourself.

1. Open the Crack Sales web dashboard and go to Integrations.

2. Press Connect on the Salesforce card.

3. Sign in on the Salesforce authorisation screen with an account that can read and write Opportunities and Contacts. Crack Sales never sees your Salesforce password.

4. Approve the requested permissions. The card now shows Disconnect, which removes the connection whenever you want.

5. Crack Sales reads contact and deal context before a call, and drafts a call summary and next steps afterwards.

6. After a call, open it in the dashboard, review the draft and press the log button. Nothing is written to Salesforce until you do: there is no automatic sync, by design.

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