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ClientFlow

All-in-one CRM for independents and micro-agencies. Quotes, contracts, client portal and payments — in Europe.

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Hosted in EU · GDPR · Stripe payments

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Salesforce

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Salesforce

Sync leads to Salesforce CRM.

Sync leads to Salesforce CRM.

What you get

Salesforce leads
Custom fields
EU hosting

Setup

1

Connected App

Settings → Integrations → Salesforce access token.

Frequently asked questions

Where to configure Salesforce?

ClientFlow → Settings → Integrations. Some connections require Team plan.

Related features

Automations & reminders
Payments & Stripe collection

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