CRM & Sales
Salesforce Connector
Sync Trustinera AI financial data into Salesforce — link categorised transactions to Accounts and Opportunities, trigger billing workflows, and surface risk scores in the CRM.
How to install
- Click Connect Salesforce.
- Authorise via Salesforce OAuth.
- Map Trustinera AI modules to Salesforce objects.
- Configure sync frequency and field mapping.
More CRM & Sales helpers
Salesforce Connector
Free · CRM & Sales
← Back to Store- Rating
- 4.7/5
- Installs
- 13,800+
- Price
- Free
- Category
- CRM & Sales