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CRM & helpdesk
Salesforce + Resool integration
Connect Salesforce to Resool to see each contact's Salesforce record, owner and opportunities in the inbox, sync contacts and accounts, and log notes as activities.
What you can do with Salesforce and Resool
In the Inbox
- See the Salesforce contact you're talking to: name, email, phone, owner and lead source, plus any other fields you choose to show.
- See the contact's account (company) with the account fields you choose.
- See the contact's opportunities under Deals, with stage, amount and status (Open, Won or Lost).
- Create in Salesforce a contact that doesn't exist there yet, or Update in Salesforce one that does.
- Add note: the note is logged on the Salesforce contact as a completed task, so it appears in the contact's activity timeline.
- Edit Salesforce fields from Resool, if an admin allows it.
- View in Salesforce to open the record in a new tab.
In the background
- Contact sync: Salesforce contacts that are created or updated are created or updated in Resool, using the field mapping you set. Resool checks Salesforce for changes every two minutes.
- Company sync: the account linked to each synced contact becomes a Resool company, with its own field mapping.
Connect Salesforce in minutes
Go to Settings › Apps in Resool, click Connect on Salesforce and follow the steps. No code needed.
Read the setup guideFrequently asked questions
Why doesn't the panel find a contact that exists in Salesforce?
Matching needs exactly the same email or phone number in both places; even a space or a dash makes a difference.
Does Resool use Salesforce leads or contacts?
Contacts. Create in Salesforce creates a Salesforce contact, and opportunities are those the contact has a role on.
How quickly do changes in Salesforce reach Resool?
Contact sync checks Salesforce every two minutes. The Inbox panel also refreshes on its own while it's open.
The settings say "Couldn't read the Salesforce properties: reconnect Salesforce to grant access."
Resool lost permission to read your fields. Disconnect Salesforce and connect it again with a user who has API access.
Can I connect more than one Salesforce org?
No. Each workspace connects one Salesforce org at a time.
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PipedriveConnect Pipedrive to Resool to see each contact's Pipedrive person, owner and deals in the inbox, sync people and organizations, and add notes from chats.
ZendeskConnect Zendesk to Resool to see each contact's Zendesk tickets in the inbox, create tickets with the conversation, add comments, and create tickets from workflows.
Zoho CRMConnect Zoho CRM to Resool to see each contact's Zoho record, owner and deals in the inbox, sync contacts and accounts, and add notes from conversations.Bring every customer conversation together
Start your free trial, or talk to our team and we will help you set everything up.