Connecting Salesforce opportunity pipelines — Help Centre

Authorise Salesforce, map your qualification fields, and approve the first call log.

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

2. Click Connect on the Salesforce card.

3. Authenticate on the Salesforce OAuth screen with an account that can write to Opportunities and Contacts.

4. Approve the requested permissions. Crack Sales reads contact and deal context before a call and writes a call summary afterwards — but only when you approve that specific write.

5. In mapping settings, check that your qualification checklist fields (MEDDPICC, BANT, SPICED or your own) line up with the right custom fields in your Salesforce environment.

6. After your next call, open the summary and press Log to Salesforce. Nothing is written until you do: there is no automatic sync, by design.

Home · Product · Pricing · Help centre · Blog · Security · Privacy · Terms