CRMAvailable

Salesforce + Corebee

Enterprise CRM integration

Connect Corebee to Salesforce for enterprise-grade CRM integration. Map support cases to Salesforce objects, sync customer data bi-directionally, and give your sales and support teams a complete picture of every account.

How to Set Up

1
Authenticate with Salesforce OAuth
Connect your Salesforce org using OAuth 2.0. Corebee supports both production and sandbox environments for safe testing before going live.
2
Map Salesforce objects
Map Corebee conversations, contacts, and tickets to Salesforce objects like Cases, Contacts, and Accounts. Supports standard and custom objects.
3
Configure sync rules
Define field mappings, sync direction, and conflict resolution. Set up filters to control which records sync between systems.
4
Enable automated workflows
Trigger Salesforce flows and process builder rules based on Corebee events like new conversations, escalations, or resolved tickets.
5
Test with sandbox
Validate the integration in your Salesforce sandbox environment before deploying to production. Run test syncs and verify data accuracy.

What You Can Do

Bi-directional sync between support tickets and Salesforce Cases

Account-level support metrics visible to sales and success teams

Automatic case creation in Salesforce when conversations escalate

Frequently Asked Questions

Does Corebee support Salesforce Lightning?

Yes. The integration works with both Salesforce Lightning and Classic. Corebee data appears as a custom component in your Lightning page layouts.

Can I use custom Salesforce objects?

Yes. Beyond standard objects like Cases and Contacts, you can map Corebee data to any custom object in your Salesforce org.

Is the Salesforce integration available for all editions?

The integration works with Salesforce Professional, Enterprise, and Unlimited editions. Some API-dependent features require Enterprise edition or higher.

Related Integrations

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How to Set Up

Authenticate with Salesforce OAuth

Connect your Salesforce org using OAuth 2.0. Corebee supports both production and sandbox environments for safe testing before going live.

Map Salesforce objects

Map Corebee conversations, contacts, and tickets to Salesforce objects like Cases, Contacts, and Accounts. Supports standard and custom objects.

Configure sync rules

Define field mappings, sync direction, and conflict resolution. Set up filters to control which records sync between systems.

Enable automated workflows

Trigger Salesforce flows and process builder rules based on Corebee events like new conversations, escalations, or resolved tickets.

Test with sandbox

Validate the integration in your Salesforce sandbox environment before deploying to production. Run test syncs and verify data accuracy.