Connect Salesforce

7 min read

Leads, activities and owner matching with Salesforce.

Sync Cadey leads and engagement into Salesforce so your pipeline reporting stays whole.

Setup

Authorize the connection under Settings → Integrations → Salesforce. Map Cadey fields to Salesforce Lead/Contact fields and pick an owner-matching rule so records land with the right rep.

Activity capture

Chats, bookings and ticket outcomes write back as activities, giving reps full context inside Salesforce.

The Salesforce connector is available on higher tiers, reach out and we’ll switch it on.