CRM integration
Intakra + Salesforce
An administrator can authorize Salesforce through Intakra's CRM connection provider. Intakra can import company accounts into a tracked set and can create or update a basic account with limited Intakra score metadata when a user chooses to push it.
Select supported Salesforce accounts to add to the Intakra tracked-account set.
Create or update supported account fields and limited score metadata from Intakra.
Only workspace owners and administrators can configure the CRM connection or run CRM imports and pushes.
Setup
- 01In Settings → CRM sync, click Connect for Salesforce and complete the provider authorization flow.
- 02Use CRM import to select supported Salesforce accounts to track.
- 03Use the account action when you want to push a supported record back to Salesforce.
Available only when the Salesforce integration is configured for your deployment and workspace.
Questions
How is the connection authorized?
A workspace administrator completes the provider-managed authorization flow. Contact support if you need help changing or removing a connection.
How is this different from an intent vendor's Salesforce sync?
Intakra's current push is a basic account update with limited score metadata. Review source links inside Intakra when they are available; the Salesforce integration does not promise a complete signal-note sync.