Salesforce Integration

What is the Salesforce Integration?

As a registered Fundz Pro user, you can integrate Fundz with your Salesforce account. This enables you to automatically synchronize Fundz funding updates with your Salesforce CRM, ensuring your sales team has instant access to investment intelligence.

💡 Why This Integration Matters

Eliminate manual CRM updates with funding news. The Salesforce integration automatically pushes funding events to your Salesforce accounts and opportunities, keeping your pipeline intelligence current without any manual work from your team.

1. Log in to your Fundz account
2. Click Account on the bottom left of the Fundz homepage
3. Click on the arrow next to Integrations
4. Click the Plus icon next to Salesforce
5. Follow the authorization instructions provided by Salesforce

Once connected, Fundz funding updates will automatically sync to your Salesforce account, keeping your CRM up-to-date with the latest company intelligence. Your sales team can now act on funding signals without leaving Salesforce.

📊 What Gets Synced

• Funding announcements — New rounds, funding amounts, and lead investors
• Account enrichment — Linked to existing Salesforce accounts and opportunities
• Real-time sync — Updates appear in Salesforce as soon as they're detected by Fundz

💡 Pro Tips

• Create Salesforce reports to track which accounts have recently raised funding
• Set up Process Builder to automatically create tasks when funding events occur
• Build custom dashboards showing funding velocity and trends across your pipeline