Salesforce Integration

Learn about the new Salesforce Integration feature and how it helps you sync information & save time.

Rebecca Huber avatar
Written by Rebecca Huber
Updated over a week ago

Stay in sync across platforms! Say goodbye to retyping data from Instrumentl, or exporting CSVs from reports into Salesforce. With our new Salesforce integration, you can seamlessly maintain your funder and opportunity records all in Instrumentl.

Set up Salesforce Integration

You can access it by going to Account → Integrations on the bottom, left-hand side of your screen.

Users will be asked to Log into Salesforce to enable the integration.

Then, users will be asked to map Instrumentl fields to the appropriate fields in their Salesforce account. For step-by-step help with setting up your Salesforce Integration, click here.

Link Funding Opportunities to Salesforce

Once you have the integration setup, you’re ready to sync funding opportunities from your Tracker to Salesforce with just a few clicks.

Step 1: Open an Opportunity From Your Tracker

Step 2: Click “Link to Salesforce”

Once configured, any update made in your Tracker will automatically sync to Salesforce. Your Instrumentl Tracker can now become the single source of truth for all your grant work. Available for Pro and Custom Plans.

Feel free to reach out if you have any questions about how to use this new feature! Just use the chat bubble when you're logged in, or email us at [email protected].

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