Integration
Salesforce + ProLens
When Salesforce is live, ProLens will merge your pipeline with project delivery. Same dual-adapter pitch as HubSpot, with the deeper customization Salesforce shops need.
What to expect
When Salesforce is live, here's what comes online.
Pipeline
Deal stages, weighted values, and win probability come straight from Salesforce.
Client Activity
Salesforce engagement data enriches the per-client activity view with deal and contact history.
Client Satisfaction
Powered by ProLens's built-in survey engine. Works with any stack.
Market Conditions
Powered by FRED economic data and the AIA Billings Index. Works with any stack.
Get notified
Be first when this connection ships.
Salesforce is in active development. Get on the list and we will let you know the day the connection ships.
Works well with
Pair it up. Cover more ground.
These connections fill the gaps and turn partial widgets into full ones across your stack.
Security
Read-only by design.
- ProLens is read-only. We never write to your Salesforce.
- Your credentials are encrypted with AES-256.
- Data appears on your screen, then disappears. Nothing is permanently stored.
- Every data access is logged in your audit trail.
FAQ
Salesforce integration questions.
No. ProLens is strictly read-only. We never write, edit, create, or delete anything in your Salesforce account.