SF
OnePlan + Salesforce
CRM & Sales
Bring your Salesforce pipeline data into OnePlan for revenue forecasting.
Qué puedes sincronizar
- Opportunity pipeline
- Won/lost deals
- Sales stages
- Custom objects
- Forecasts
Cómo funciona
Paso 1
Connect
OAuth authorization
Paso 2
Map
Select objects and fields
Paso 3
Sync
Real-time pipeline updates
Frecuencia de sincronización
- Real-time
- Scheduled
- On-demand
Seguridad
- OAuth 2.0
- Read-only
- SOC 2-aligned controls
- Encrypted