Salesforce logo

Salesforce

Bring opportunities, accounts and activity history across in a day.

Connect Salesforce and choose which objects to bring. Opportunities become deals, accounts become companies, and tasks, calls and emails become timeline history.

Custom fields map one to one, and we flag anything that does not have a match before you start.

What syncs

  • Opportunities, accounts and contacts

  • Activity history on the timeline

  • Custom fields mapped before import

Category

Import

Sync

Import

Setup

1 hour

Bring your pipeline. We will move it over for you.

Send us a CSV or connect HubSpot, Pipedrive or Salesforce. Your deals, contacts, notes and emails arrive the same day, and your team runs its first Monday review in Thatcher.

14 days free. No card needed.

Create a free website with Framer, the website builder loved by startups, designers and agencies.