Instance URL
urlRequiredExample: https://your-org.my.salesforce.com
Back to integrations
CRM
Salesforce
Push leads, contacts, and pipeline events into Salesforce.
Connect Salesforce so project flows can create or sync customer records into your CRM.
Bring your own credentials
Configuration fields
Connected App Client ID
textRequiredSecretConnected App Client Secret
passwordRequiredSecretRefresh Token
passwordRequiredSecretSetup flow
Step 1
Create a Connected App
In Salesforce Setup, create a Connected App with API and refresh token access enabled.
Step 2
Add credentials
Paste the instance URL, client ID, client secret, and refresh token from your Salesforce app.
Step 3
Choose sync rules
Decide which project forms or automations should create leads, contacts, or opportunities.
Ready to build with Salesforce?
Install this integration in your project workspace and connect it to your app flows, automations, and AI-assisted build process.
