CRM integration

Referral records map to opportunities without touching your object model.

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

What the connection does

Sync opportunities and deals with Salesforce
Field and pipeline stage mapping
Configurable sync direction
Webhook-driven updates with health monitoring

How it connects

1

Connect your org

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

2

Map fields and stages

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

3

Attribution flows back

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