SalesPartner
+ Salesforce
Every conversation logged. Every appointment synced. Every status updated. Your Salesforce stays current without lifting a finger.
Salesforce
#1 CRM worldwide
The world's leading CRM platform, trusted by over 150,000 companies. From startups to Fortune 500.
Your CRM. Always Current.
SalesPartner handles the conversations. Salesforce keeps the records. Every text, every call, every appointment—automatically logged to the right Contact or Lead. Your team sees the full picture without data entry.
Instant Sync
Activities appear in Salesforce within seconds of happening.
Complete History
Every message, every response—the full conversation thread.
Team Visibility
Sales reps see all interactions before their calls.
Enterprise Ready
OAuth 2.0. Data encryption. SOC 2 compliant.
What Gets Synced
Every meaningful interaction flows into Salesforce automatically. No copy-paste. No forgotten updates.
Messages
Message Sent
Outbound SMS/chat logged with full content
Message Received
Inbound messages from leads captured
Message Delivered
Delivery confirmation recorded
Message Failed
Failed sends logged with error details
Appointments
Appointment Scheduled
New bookings create calendar events
Appointment Rescheduled
Time changes sync to existing event
Appointment Cancelled
Cancellations logged with reason
Appointment Completed
Completion status updated
Lead Status
Status Changed
Pipeline stage updates automatically
Qualification Complete
VIBE scores sync to custom fields
How It Works
Connect Your Salesforce
One-click OAuth connection
Click "Connect Salesforce" and authorize access. No API keys to copy. No credentials to manage. OAuth 2.0 handles everything securely.
Map Your Contacts
Link leads to Salesforce records
New leads get matched to existing Salesforce Contacts/Leads by phone or email. No duplicates. Clean data from day one.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds instantly, qualifies them, and books appointments. All while logging everything.
Salesforce Updates
Activities appear in real-time
Every interaction creates a Task or Event on the Contact/Lead record. Full content, timestamps, and outcomes. Zero delay.
Team Takes Over
Reps have full context
Before every call, your team sees the entire conversation history. What the lead asked. What they care about. What was promised.
Why Connect SalesPartner to Salesforce
Complete Audit Trail
Every conversation is documented. Compliance teams love it. Sales managers trust it. Nothing falls through the cracks.
Prepared Sales Calls
Reps know what the lead asked, what they care about, and what responses they got—before picking up the phone.
Accurate Reporting
Response times, conversion rates, channel performance—all in your existing Salesforce reports and dashboards.
No Double Entry
Stop copying conversation notes into Salesforce. Stop updating statuses manually. It just happens.
Workflow Triggers
Use Salesforce Flow to trigger actions based on SalesPartner activities. Send alerts, update records, notify teams.
Manager Visibility
See team activity across all channels in one place. Who responded fastest. Which conversations converted.
Built For Teams Like Yours
Home Services
Scenario:
Lead texts at 9pm asking about HVAC repair
Result:
SalesPartner qualifies them, books appointment for morning. Full conversation in Salesforce before tech arrives.
Real Estate
Scenario:
Buyer inquires about listing via web chat
Result:
Budget, timeline, must-haves all captured. Agent sees complete profile before showing.
Healthcare
Scenario:
Patient asks about appointment availability
Result:
Scheduling handled automatically. HIPAA-compliant notes logged to patient record.
Technical Specifications
API Version
Salesforce REST API v64.0
Authentication
OAuth 2.0 (Secure Token)
Sync Direction
One-way (SalesPartner → Salesforce)
Sync Frequency
Real-time (< 5 seconds)
Supported Editions
Enterprise, Unlimited, Developer
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
/services/data/v64.0/sobjects/Task/Log message activities/services/data/v64.0/sobjects/Event/Create appointments/services/data/v64.0/sobjects/Contact/{id}Update lead status