CRM

Salesforce

Sync conversation insights, NPS scores, churn reasons, and retention data to Salesforce accounts and contacts. Enterprise-ready integration.

From engineers who built software for

Google
Microsoft
Allianz
Nike
PepsiCo
L'Oréal
Royal Bank of Scotland
Google
Microsoft
Allianz
Nike
PepsiCo
L'Oréal
Royal Bank of Scotland
How it works
1

Connect Salesforce via OAuth

2

Map Quitlo data to Salesforce fields

3

Automatic sync after each conversation

4

View insights on account and contact records

Features
Account-level churn intelligence
Contact-level NPS scores
Opportunity-linked retention data
Custom object support
Bi-directional sync
Audit trail
Available on Professional
Setup
1

Connect Salesforce

OAuth connection with configurable permissions.

2

Configure mapping

Map conversation data to Salesforce objects and fields.

3

Test sync

Verify data flows correctly with a test record.

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