CRM integration
Salesforce integration
Send companies from your lists and funnel to Salesforce, and keep their accounts up to date from official registers.
| Qorp field | Salesforce field |
|---|---|
| Company name | Name |
| Enterprise number | Custom field |
| Registered office address | Address |
| NACE code | Industry |
| Recent events | Notes / activities |
What is synced
Qorp and Salesforce, with no double entry
Record creation
A list or a funnel stage creates any missing accounts in Salesforce.
Enrichment
Address, activity, legal form and account figures complete your existing records.
Updates
A change in the registers updates the matching record.
Reliable matching
The enterprise number prevents duplicates between Qorp and Salesforce.
Sending history
Emails and SMS sent from Qorp appear in Salesforce.
Fields of your choice
You decide which fields Qorp fills in and which stay yours.
Setup
Connect Salesforce in three steps
- 01
Connect your account
Authorise Qorp to access Salesforce from your settings.
- 02
Choose the fields
Confirm the suggested mapping or adapt it.
- 03
Send a list
Companies appear in Salesforce with up-to-date data.
Frequently asked questions
The Salesforce integration in practice
Connect Qorp to Salesforce
Create an account, connect Salesforce and send your first list.