SF
OnePlan + Salesforce
CRM & Sales
Bring your Salesforce pipeline data into OnePlan for revenue forecasting.
What You Can Sync
- Opportunity pipeline
- Won/lost deals
- Sales stages
- Custom objects
- Forecasts
How It Works
Step 1
Connect
OAuth authorization
Step 2
Map
Select objects and fields
Step 3
Sync
Real-time pipeline updates
Sync Frequency
- Real-time
- Scheduled
- On-demand
Security
- OAuth 2.0
- Read-only
- SOC 2-aligned controls
- Encrypted