Skip to main content
Category: CRM · Access: read-only at setup · Actions: drafted for your approval
Connect Salesforce so Vivacity can see your CRM and help you act on it. Your data stays read-only while Vivacity learns. Anything it suggests is drafted for you to approve - it never sends or changes anything in Salesforce without your sign-off.

​
What Vivacity does with Salesforce

  • Read contacts, deals and pipeline stages (read-only).
  • Rank who to contact next and explain why.
  • Draft outreach and follow-ups for your approval.

​
What syncs

Vivacity reads the following from Salesforce (read-only):
  • Contacts, companies and leads
  • Deals / opportunities and pipeline stages
  • Activity, notes and record owners
Vivacity only ever reads the data you connect. It does not write back to Salesforce unless you explicitly approve an action.

​
Connect Salesforce

1

Open Connectors

In Vivacity, go to Settings → Connectors.
2

Choose Salesforce

Find Salesforce under CRM and select Connect.
3

Authorise with Salesforce

You’ll be redirected to Salesforce to sign in and approve read-only access. Vivacity never sees your Salesforce password.
4

Choose what to share

Pick the account, store or property to sync, then confirm.
5

Confirm the connection

Vivacity runs a first sync. You’ll see a Connected badge when it’s ready (usually a few minutes).

​
Permissions & security

  • Read-only by default. Setup grants read access only.
  • You stay in control. Every suggested action is drafted for your approval before anything happens.
  • Encrypted & revocable. Credentials are stored encrypted; disconnect any time in Settings → Connectors.
See Data & permissions for the full picture.

​
Troubleshooting

Make sure you’re signed in to the correct Salesforce account with admin access, then retry. If a pop-up was blocked, allow pop-ups for Vivacity and try again. Still stuck? See Connection issues.
Vivacity syncs on a schedule. Trigger a manual sync from Settings → Connectors → Salesforce → Sync now, or see Data & sync.
Salesforce access can expire or be revoked. Open the connector and select Reconnect to restore it - your history is kept.

​
Watch: connecting Salesforce

Browse all connectors

See every tool you can connect to Vivacity.