Salesforce
The world's leading CRM platform.
Automation & Productivity
Two-way sync
About Salesforce
Salesforce is a CRM platform for sales, service and marketing. Revenue teams use it to manage accounts, opportunities and customer relationships.
What the integration offers
Connect client demand in Salesforce to the consultants delivering it.
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Deal-based staffing
Create talent requests in Consultport when an opportunity reaches a defined stage.
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Account linking
Link freelancer projects to accounts and deals in Salesforce.
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Delivery status
Push project status, staffing and spend back to the CRM record.
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Margin visibility
Compare deal value with freelancer cost per project.
Data that syncs
- Accounts
- Deals
- Contacts
- Projects
- Pipeline stages
How it works
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01
Connect
An admin connects Salesforce from Settings → Integrations in the Consultport FMS.
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02
Map
Choose which fields, entities and projects are shared between both systems.
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03
Sync
Changes flow automatically. Every sync is logged for audit.
