CustomerIQ + Salesforce
The world's leading CRM platform for sales, service, and marketing. Connect with CustomerIQ to automate data entry, sync all communications, and unlock AI-powered revenue intelligence.
What gets synced
The problem
Salesforce is only as good as the data inside it.
Reps hate logging activities and often skip it.
Pipeline reviews based on incomplete information.
Revenue forecasts are unreliable guesses.
Three ways we make Salesforce your source of truth.
*there are many more, but we thought we'd ease you into it.
Complete Data
Automatic Activity Logging
Every email, call, and meeting captured and logged to the right Salesforce records.
AI-Powered Forecasting
Revenue Intelligence
AI analyzes deal communications to predict outcomes and surface risks.
Flexible Integration
Custom Object Support
Sync to standard and custom objects based on your Salesforce configuration.
Powerful features for Salesforce users
Everything you need to automate your workflow and gain actionable insights.
Complete Activity Capture
Every email, call, and meeting automatically logged to the right Salesforce records.
AI-Powered Insights
CustomerIQ's AI analyzes communications to surface deal risks and opportunities.
Custom Object Support
Sync data to standard and custom Salesforce objects based on your configuration.
Revenue Intelligence
Understand pipeline health with AI analysis of all customer interactions.
Easy setup
Get started in minutes
Connect Salesforce to CustomerIQ in three simple steps.
Connect Salesforce
Authorize CustomerIQ to access your Salesforce org via OAuth.
Configure mapping
Map CustomerIQ fields to your Salesforce objects and fields.
Enable automation
Turn on activity logging and start seeing insights immediately.
Why teams love CustomerIQ + Salesforce
Stop wasting time on manual data entry. Let CustomerIQ handle the busywork while you focus on what matters most - your clients.
- Save 2+ hours per day on data entry
- Never miss a follow-up or important detail
- Get AI insights on client health and risks
- Improve team response times by 40%
- Complete audit trail of all communications
- Seamless setup in minutes
Ready to connect Salesforce?
See how CustomerIQ can transform your workflow with a personalized demo.