Salesforce Integration

Keep your sales team in the loop with our new Salesforce integration. Now you can automatically sync customer onboarding progress and activity directly to Salesforce, ensuring your accounts and reps always have the latest visibility into how users are engaging with your product.

Whether a user completes a getting started checklist, drops off during a tour, or finishes a key workflow, that activity now flows seamlessly into Salesforce. No more wondering where customers are in their onboarding journey or manually updating records. Your sales team gets real-time insights into user engagement, helping them prioritize follow-ups and identify expansion opportunities.

The integration supports both standard Salesforce and Salesforce Sandbox environments, making it easy to test and roll out across your organization. Get started by connecting your Salesforce instance in the Frigade dashboard integrations section.