Salesforce is the world's most widely used CRM platform, powering sales, service, marketing, and commerce teams from small businesses to the Fortune 500. Its data model centers on Accounts, Contacts, Leads, and Opportunities, with deep customization through custom objects and fields. Connecting Salesforce to WellPlan keeps contact records, leads, and opportunity stages in sync between systems so marketing automations in WellPlan can react to sales data in Salesforce, and vice versa. Teams running multi-channel campaigns in WellPlan can trust that Salesforce remains the system of record for the revenue pipeline.
Functies
Common use cases
Sync inbound leads to Salesforce
A B2B agency captures leads through WhatsApp and Facebook Lead Ads inside WellPlan. Each new contact creates a matching Lead in Salesforce with the original source, allowing AEs to follow Salesforce reporting while marketing keeps nurturing in WellPlan.
Trigger nurture from opportunity stage changes
When a Salesforce opportunity moves to Closed-Lost, a WellPlan workflow tags the contact and starts a long-term nurture sequence by email and SMS. Reps focus on live deals while marketing keeps the relationship warm in the background.
Unify multichannel conversations on the account
A SaaS sales team views Salesforce as the source of truth for accounts. WellPlan logs SMS, WhatsApp, and email threads against the contact and syncs key activity to Salesforce so AEs see channel history without leaving their CRM.
How setup works
- 1Confirm you have a Salesforce edition that supports API access and you are an admin or have integration user credentials.
- 2Open WellPlan's Integrations settings and click Connect Salesforce to start the OAuth flow.
- 3Authorize the connection and map Salesforce objects and fields to WellPlan contacts and custom fields.
- 4Configure two-way sync rules, then run a small batch to validate the field mapping before enabling fully.
Frequently asked questions
Which Salesforce editions support the integration?+
API access is included in Salesforce Enterprise, Performance, Unlimited, and Developer editions. Professional Edition requires an API access add-on. Essentials does not include the REST API, so it generally cannot be used with most third-party integrations including WellPlan.
Is the sync two-way?+
Yes. You can configure WellPlan to push contacts, custom fields, and activity into Salesforce, and to pull updates from Salesforce back into WellPlan. Field-level mappings let you control which direction is authoritative for each piece of data.
Will custom objects sync?+
Standard objects such as Lead, Contact, Account, and Opportunity are supported out of the box. Custom objects can typically be synced through configuration depending on your plan, but complex custom object hierarchies may require help from your Salesforce admin during mapping.
How do I avoid duplicate records?+
WellPlan matches on email and phone by default and respects Salesforce's duplicate rules where configured. For best results, enable Salesforce's standard duplicate management and decide which system wins on conflicts during the initial integration setup.