Instant Connection
Authorize with OAuth and watch your Accounts, Contacts, and Opportunities appear instantly.
- Secure OAuth handshake
- Automatic historical import
- Immediate availability
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Salesforce + CRM.me
Two systems. One shared reality.
Connect your Salesforce account in seconds. Automatically sync Accounts, Contacts, and Opportunities bi-directionally so your teams always have the latest data.
- Bi-directional sync
- Automatic conflict resolution
- Enterprise-grade field mapping
OAuth connect
Setup
Real-time
Sync frequency
Validated
Data mapping
Unlimited
Records synced
Smart handling
API Limits
Included
Support
Workflows
Effortless data flow across your stack
Stop manually copying data. Let CRM.me handle the heavy lifting with robust, real-time synchronization.
Real-Time Bi-directional Sync
Update a record in Salesforce, see it in CRM.me instantly. Update it in CRM.me, see it in Salesforce.
- Webhooks for instant updates
- Scheduled 15m safety syncs
- Smart conflict detection
Admin-Friendly Control
You decide what syncs. Configure directions, fields, and frequency to match your business rules.
- Detailed sync logs
- Field-level mapping
- Directional controls
Ready to unify your sales data?
Review how CRM.me can support Salesforce workflows once your provider credentials and sync scope are configured.
Includes full historical data import