Salesforce + Angelwood Integration
Automatically sync Salesforce opportunities, accounts, and reports to client portals. No more manual exports or screenshot updates.
What you get with Salesforce
Seamlessly connect your workflow with Angelwood
Opportunity Pipeline Sync
Opportunities, stages, and close dates sync automatically. Clients see deal progress without Salesforce access.
Account Health Dashboard
Pull account metrics, activity history, and engagement scores into client-facing dashboards.
Custom Report Integration
Embed Salesforce reports directly in client portals. Filter by what each client should see.
How it works
Get started with Salesforce in minutes
Authenticate Salesforce
Secure OAuth connection to your Salesforce org. Works with any Salesforce edition.
Map data to clients
Choose which objects, fields, and records to share with each client account.
Set sync schedules
Configure real-time updates or scheduled sync to match your data freshness needs.
Clients access insights
Your clients log into their portal and see Salesforce data in a clean, branded interface.
How agencies use Salesforce with Angelwood
Real outcomes from real agencies
Enterprise Marketing Agencies
Give Fortune 500 clients visibility into campaign-attributed pipeline without sharing Salesforce credentials.
Sales Enablement Agencies
Show clients their sales team performance metrics and deal velocity improvements.
Account-Based Marketing Agencies
Display target account engagement scores and pipeline influence in client dashboards.
Salesforce Integration FAQs
Related Integrations
Explore more tools that work with Angelwood
Ready to connect Salesforce?
Start your 14-day free trial. No credit card required.