What you get
Salesforce plus Kroolo, better together.
Deal-to-Project Handoff
When a deal closes in Salesforce, spin up the delivery project in Kroolo.
AI Account Insights
Summaries and risk signals for every account, drawn from Salesforce and your work data.
Pipeline Reporting
Combine sales pipeline and delivery status in one dashboard.
Automated Follow-ups
Create tasks and reminders from deal and contact changes.
Automatic Updates
Updates reach the right place without anyone copying them by hand.
What gets imported
ContactsCompanies & accountsDealsActivitiesNotesCustom properties
See it in action
Manage the connection in one panel.
See what has been imported, when it last synced, and sync, edit or disconnect with a click. Data shown is sample data.
Set up
Connected in six steps.
1Open IntegrationsIn Kroolo, go to Settings, then the Integrations tab.
2Select SalesforcePick Salesforce from the list of available integrations.
3Authorize SalesforceSign in to Salesforce and approve the permissions Kroolo asks for.
4Choose what to importChoose the objects to import.
5Choose what to sharePick the projects and events to connect.
6Finish and syncComplete setup and get real-time updates from Salesforce.
Questions about Salesforce
The best of AI and work management. Connected.
Start for free. Upgrade anytime.
Explore
More integrations
- ServiceNow IntegrationTurn ServiceNow incidents and requests into tracked Kroolo work. Status stays in sync both ways, and automations route, escalate and report on every item.
- SharePoint IntegrationSearch SharePoint sites and document libraries from Kroolo with permissions respected, and link file updates to tasks and goals. See setup and limits.
- Slack IntegrationSend Kroolo project updates to a Slack channel. Choose the project, the channel and the event, such as a new task or a status change. See the setup steps.
- Smartsheet IntegrationTurn Smartsheet sheets into Kroolo projects and rows into tasks, with attachments, URLs, due dates and custom fields. See what imports and the setup steps.
- Snowflake IntegrationConnect Snowflake tables to Kroolo so teams can search and report on warehouse data next to their work. Data stays in sync with AI answers built in.
- Tableau IntegrationBring Tableau dashboards into Kroolo projects and reports. Keep the numbers next to the work they track, with data in sync and Kroolo AI to explain changes.