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Steerco syncs companies, people, and users from Salesforce into your records, and reads from Salesforce when it needs something and can act in it.

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What you need

  • A Salesforce account.

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Connect Salesforce in Steerco

1

Open your integrations

Go to Settings > Integrations.
2

Choose Salesforce

In the Connectors section, click Add connector. If the workspace already has connectors, the button reads Add. In the Connect integration dialog, click the Salesforce tile.
3

Sign in to Salesforce

Sign in to Salesforce and approve access.
When the connection works, Steerco shows Successfully Connected.

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Next steps