CRM integration

Referral records map to opportunities without touching your object model.

Q: Can we start read-only?

Yes. Sync direction is configurable, so you can pull opportunity changes into Introzy first and enable writes only when you want them.

Q: What edition of Salesforce do we need?

Any edition with API access. If your org supports connected apps, you can connect Introzy.

Sync opportunities and deals between Introzy and Salesforce. Map fields and pipeline stages and choose the sync direction that fits your workflow.

Introzy · Referral pipeline

Cedar Group

Introduced by P. Shah

Proposal

Brightline Logistics

Introduced by M. Alvarez

Won

Salesforce · Opportunities

Cedar Group

Referral source: P. Shah

Proposal/Quote

Brightline Logistics

Referral source: M. Alvarez

Closed Won

Illustrative data. Opportunities move through Salesforce as usual; the referring partner stays credited in Introzy.

What the connection does

Sync opportunities and deals with Salesforce

Field and pipeline stage mapping

Configurable sync direction

Webhook-driven updates with health monitoring

What	Direction	Notes
Opportunities	Configurable	One-way or two-way, chosen per sync
Stages	Mapped	Guided wizard maps opportunity stages once
Fields	Mapped	Standard and custom fields supported
Referral attribution	Preserved	The referring partner stays credited in Introzy

How it connects

Connect your org

Authorize with Salesforce from Introzy settings. Your admin keeps full control of what syncs.

Map fields and stages

A guided wizard maps your opportunity stages and fields to referral stages, one-way or two-way, your call.

Attribution flows back

Opportunities move through your pipeline as usual, and the referring partner stays credited in Introzy.

salesforce.com Salesforce REST API documentation

Useful on day one, whoever you are

For the team

Your sales team never leaves Salesforce; partnerships still sees every referral progress to closed-won.
When a referred opportunity closes, the partner’s commission math starts without anyone filing a report.
No new fields forced into your org, no process change for reps.

For the builder

OAuth authorization from Introzy settings; your Salesforce admin controls scope and can revoke.
Stage and field mapping via a guided wizard, standard and custom fields included.
Webhook-driven updates with health monitoring; no polling loops hammering your API limits.

Questions

Questions teams ask

Does this add custom objects or fields to our org?

No. Introzy maps to your existing opportunity stages and fields. Your object model stays exactly as your admin built it.

Can we start read-only?

What edition of Salesforce do we need?