Integrations › CRM & Sales

Salesforce and IntuBu

Status: On the roadmap. Enterprise CRM for pipeline, accounts and contacts.

How it works

OAuth 2 with a bidirectional sync on a matched key. Accounts map to our customers; a Closed-Won opportunity can create a sales order or invoice. Credit status and balance flow *back* to Salesforce so sales can see who is on hold.

Why it matters

The most valuable direction is the unusual one: finance data going out to sales. Reps sell to delinquent accounts because their CRM never told them.

What moves