Connect your CRM in 10 minutes.
Salezx connects to Salesforce, Dynamics 365, HubSpot, and Zoho via secure OAuth. No custom code needed. No IT ticket required in most cases.
Connect Salesforce
Follow these steps in order. The whole process takes under 10 minutes.
- 1
In Salezx: Go to Settings → Integrations → Salesforce → Click "Connect Salesforce"
- 2
You will be redirected to Salesforce login — sign in with a System Administrator account
- 3
Review and Accept the Salezx connected app permissions when prompted
- 4
You will be redirected back to Salezx — initial data sync begins automatically
- 5
Initial sync takes 5–15 minutes depending on your account size and record volume
- 6
Verify: Go to Settings → Integrations — Salesforce should show "Connected ✓" in green
Common issues with Salesforce
"OAuth failed" error on redirect
Fix: Ensure you are logged in as a System Admin, not a standard user
Sync appears stuck at 0%
Fix: Check field-level security settings — key fields may be restricted
Required permissions
- Read: Accounts, Contacts, Opportunities
- Read: Tasks, Activities, Events
- Read: Custom objects (optional, configurable)
- Write: Activity log-back (when ACT feature is enabled)
Salezx uses read-only OAuth scopes by default. Write access is only enabled when the ACT feature (CRM updates via chat) is turned on.
Common connection errors
These errors appear across all CRM integrations. Here is how to resolve each one.
| Error | Cause | Fix |
|---|---|---|
| OAuth authorization failed | Insufficient CRM permissions | Log in as CRM Admin (System Admin for Salesforce) |
| Sync shows 0 records | Field-level security restricts access | Check FLS / field permissions for Accounts, Contacts, Opportunities |
| Connection shows but data is stale | Webhook not configured or failed | Contact Salezx support to set up or repair the webhook |
| Two-factor auth blocks OAuth | MFA enforced for all accounts including API | Create a dedicated API integration user without MFA, or use app passwords |
What Salezx reads — and what it never touches
Salezx accesses only the sales data it needs to answer questions and surface insights. Your sensitive business data stays locked.
Salezx reads this data
- Accounts (Companies)
- Contacts (Buyers, stakeholders)
- Opportunities / Deals
- Activities (Calls, Emails, Meetings)
- Tasks and follow-up reminders
- Custom objects (configurable per plan)
Salezx never reads this
- Passwords or credentials
- Payment or billing information
- Attached files or documents
- Email body content
- Private notes (unless explicitly shared)
- Data outside the CRM system
Salezx is SOC 2 Type II certified and processes all CRM data in encrypted, isolated tenant environments. No data is used for model training.
Need help connecting your CRM?
Our team sets up the integration for you as part of the guided pilot. Most teams are live within one business day.
Or request a guided pilot →