SaaSFlow
Integrations

Salesforce

Connect your Salesforce org to SaaSFlow. Early access — data sync is rolling out with pilot customers.

The Salesforce integration connects your Salesforce org to SaaSFlow via OAuth.

Salesforce is in early access. Connecting your org works today; the subscription and revenue sync is rolling out with pilot customers. Contact support@saasflow.com if you want to bring Salesforce data into SaaSFlow.

Connect

Add the integration

Open Settings → Integrations, click Add integration, and pick Salesforce (under Revenue & customers).

Authorize

A Salesforce window opens. Sign in to your org and approve access, then switch back to the SaaSFlow tab. One integration per Salesforce org.

Disconnect

Delete the integration from the Integrations list. This also revokes SaaSFlow's access token in Salesforce, so the grant disappears from your org's Connections page.

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