Integrate Accelo with Salesforce to keep your client data fresh

Connect sales to the client journey.
Reduce double entry
Achieve full automation
Select one-way or two-way syncing

Effortlessly import & export data from your existing tools with Accelo

With Accelo and Salesforce, you can:

Sync companies and contacts

Choose one-way or bi-directional sync to ensure you have the most accurate information about new and updated companies and contacts in Accelo.

Track sales and tickets from both platforms

Import your Salesforce sales and tickets and set up status mapping so you can pick up sale and request follow-up where you left off using the power of Accelo.

Map users and statuses

Easily translate information about your users and statuses in Salesforce to the users and status and progression actions you’ve built out in Accelo.

Optimize the benefits of both applications

Combine Salesforce’s pipeline with Accelo’s project management workflows, budgeting and forecasting data, resource management tools and more to build a robust tech stack.

Connect your preferred tools

Streamline quote-to-cash operations, drive efficiency and improve your bottom line. Start today.

FAQs

Does Accelo integrate with Salesforce?

What syncs between Accelo and Salesforce?

Can we try Accelo before signing up?