Integrations · CRM
Salesforce
| Connection | External Client App, OAuth with PKCE |
|---|---|
| Package | Outlevo fields on Account and a Readiness Card object |
| Reads | Accounts, opportunities and users |
| Writes back | Only Outlevo fields, Readiness Cards and Tasks |
| Rep decisions | Accept or Reject on the Account, read every 15 minutes |
| API limits | Sync pauses at 80% of the daily allocation |
| Availability | Coming soon |
Verified on .