CRM
Salesforce
Sync conversation insights, NPS scores, churn reasons, and retention data to Salesforce accounts and contacts. Enterprise-ready integration.
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How it works
1
Connect Salesforce via OAuth
2
Map Quitlo data to Salesforce fields
3
Automatic sync after each conversation
4
View insights on account and contact records
Features
Account-level churn intelligence
Contact-level NPS scores
Opportunity-linked retention data
Custom object support
Bi-directional sync
Audit trail
Available on Professional
Setup
1
Connect Salesforce
OAuth connection with configurable permissions.
2
Configure mapping
Map conversation data to Salesforce objects and fields.
3
Test sync
Verify data flows correctly with a test record.
Get started with Salesforce
Connect in minutes. No engineering required.