Salesforce Integration
Integrate Salesforce CRM with AgencyPro to keep leads, contacts, opportunities, and accounts synchronized in real-time. When AgencyPro creates a new client, Salesforce updates automatically. When a Salesforce opportunity closes, AgencyPro creates a project. Built for agencies using Salesforce as their source of truth for sales and client data.
Why Connect Salesforce with AgencyPro?
Salesforce is often the heart of a mid-sized or enterprise agency's business. But without integration, it becomes a black hole — sales teams track opportunities in Salesforce, delivery teams execute projects in AgencyPro, and neither side has visibility into the other. The integration bridges that gap: closed-won opportunities automatically become AgencyPro projects with the right client, scope, and assigned team. Client activity (invoices sent, payments received, projects delivered) flows back into Salesforce so account executives have full context before renewal conversations. For agencies where sales and delivery are separate functions, this integration eliminates the "what happened after they signed?" mystery.
Key Features
Benefits for Your Agency
How Agencies Use Salesforce with AgencyPro
Closed-won opportunity to project automation
When a Salesforce opportunity is marked Closed Won, AgencyPro automatically creates a project, sets up the client portal, and notifies the delivery team — no manual handoff required.
Renewal intelligence for account executives
Before a renewal conversation, account executives see full context in Salesforce: all invoices, project health, client satisfaction surveys, and upcoming milestones — enabling better retention conversations.
Lead capture from AgencyPro proposal views
When a prospect opens a proposal in AgencyPro, that activity logs as an engagement event in Salesforce, helping sales teams prioritize warm leads and time their follow-ups.
How to Set Up Salesforce
- Navigate to Settings → Integrations → Salesforce in AgencyPro
- Click "Connect Salesforce" and authenticate via OAuth (Production or Sandbox)
- Grant AgencyPro API access to your Salesforce org
- Map Salesforce objects (Account, Contact, Opportunity) to AgencyPro entities (Client, Contact, Project)
- Configure field mappings and automation rules (e.g., "When Opportunity → Closed Won, create AgencyPro Project")
- Run the initial sync — existing Salesforce accounts and open opportunities flow into AgencyPro
Frequently Asked Questions
Which Salesforce editions are supported?
The integration supports Salesforce Professional (with API add-on), Enterprise, Unlimited, Performance, and Developer editions. Essentials edition does not include API access and is not supported.
Does it sync with custom objects or only standard objects?
Standard objects (Account, Contact, Opportunity, Lead) are supported out of the box. Custom objects are supported with additional configuration — contact AgencyPro support for custom object mapping in Enterprise plans.
How does the integration handle Salesforce API limits?
The integration uses bulk API where possible and respects Salesforce's daily API request limits. For most agencies with under 1,000 active opportunities, limits are never an issue. Higher-volume orgs may need the Enterprise edition with higher API allowances.
Can I use both a Salesforce Sandbox and Production account?
Yes. You can connect a Sandbox during testing and switch to Production when ready. Each AgencyPro environment (staging, production) connects to one Salesforce org at a time.
How do I handle duplicate contacts between systems?
The integration uses email as the primary deduplication key. If a Salesforce Contact and an AgencyPro Client share an email, they're linked rather than duplicated. You can also configure custom matching rules if your data uses different identifiers.
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Ready to Get Started?
Connect Salesforce with AgencyPro and streamline your workflow today.