# Salesforce integration with IntuBu

Status: **On the roadmap** · Category: CRM & Sales · Canonical: https://intubu.intuitivecapital-dai.com/integrations/salesforce

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

- account
- contact
- opportunity
- product
- credit_status