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Salesforce Integration

Connect Salesforce CRM to Reachware and keep your customer data, leads, and opportunities in sync across all your business systems.

OAuth Connection

Reachware connects to Salesforce via OAuth 2.0. Click Connect > Salesforce, sign in with your Salesforce admin account, and grant the required permissions. No API keys or credentials need to be entered manually.

Data Objects

Sync contacts, accounts, leads, opportunities, and custom objects. Configure bi-directional sync rules to control which system is the source of truth for each data type.

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Connecting Salesforce to Reachware | Knowledge Base