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Salesforce CRM Connector

Sync grants, applications, and funders with your Salesforce org in real time.

Enterprise Only
Salesforce Professional, Enterprise, Unlimited

Enterprise plan required

Upgrade to Enterprise to connect your Salesforce org.

What's Included

Bi-directional Sync

Changes in either platform sync automatically every 15 minutes or on demand.

Custom Object Mapping

Map grants, applications, and outcomes to any Salesforce standard or custom object.

Team Attribution

Grant writers auto-assigned as Opportunity owners in Salesforce based on their email.

Pipeline Reporting

Native Salesforce dashboards and reports powered by real-time grant data.

Activity Logging

All application activity logs automatically as Salesforce Tasks and Events.

Trigger-Based Workflows

Fire Salesforce flows when grant status changes — auto-assign tasks, send alerts, update records.

Step-by-Step Setup Guide

Follow these steps to connect your Salesforce org. Click each step to expand.

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