Sync your Contacts and Companies from Salesforce into Talkbase for better insights
You can connect Talkbase with your SFDC account, allowing you to synchronize data across platforms.
To view help articles for the other integrations, visit the Integration articles:
- Slack integration
- Circle integration
- Discord integration
- Discourse integration
- Luma integration
- HubSpot integration
- Mailchimp integration
- Gainsight integration
- GitHub integration
Setup your Salesforce integration
You need a Business plan or trial to install Salesforce integration.
1. Under the "Workspace" section in the navigation panel, click on "Settings", then click on "Integrations" and select "Business" tab.
2. Log in to your Salesforce account in the popup window.
3. Approve permissions for Talkbase.
4. You will see Salesforce integration added. Sync of contacts is enabled by default and has started at this point. It should have been finished from minutes to hours (depending on how much data you have).
The Salesforce and Talkbase integration allows you to:
- Sync all Salesforce Contacts every hour (enabled by default)
- Sync all Salesforce Business Accounts every hour (we called them Companies in Talkbase) (disabled by default)
- Sync all Salesforce Opportunities every hour (we call them Deals in Talkbase) (disabled by default)
- Send Talkbase contacts to Salesforce in real-time. This includes Contacts from Talkbase events or manually created. (disabled by default)
We sync data automatically. However, you can trigger a full re-sync of all data manually, too, in case you suspect some data is missing.
ℹ️ Tips & Useful Information:
- Contacts and Companies synced from Salesforce have a Salesforce icon in Talkbase, both in lists and details
- You will see Company size and Industry properties from Salesforce in detail of the company at Talkbase, together with associated contacts
- You will see Opportunities (deals) under Company detail with stage and amount in USD
👋 If you need additional support, be sure to check out the Talkbase Friends Community where you can connect with fellow peers for help. Or, reach out to us at support@talkbase.io.
📍For future features and releases, keep an eye out on our Roadmap.