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Salesforce Integration

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Salesforce

Enterprise-grade Salesforce integration for complete customer visibility.

Connect

About Salesforce

Enterprise-grade Salesforce integration for complete customer visibility.

Connecting Salesforce with Saasto takes just a few minutes and requires no technical expertise. Once connected, data flows automatically between the two platforms, keeping your teams aligned and your dashboards up to date.

This integration is available on Deluxe and Premium plans. Standard plan users can upgrade at any time to access this and all other integrations.

How to Setup

  1. Navigate to Settings → Integrations in your Saasto dashboard
  2. Find Salesforce in the integration library and click Connect
  3. Authenticate with your Salesforce account
  4. Configure your sync settings and field mappings
  5. Save and activate the integration

Support

Need help with this integration? Our support team is available 24/7 to assist you. You can reach us through the in-app chat, email, or our help center.

  • Email: support@saasto.com
  • Live chat: available in your dashboard
  • Help center: docs.saasto.com

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