Strides + Salesforce Integration — CRM Integration
Connect Strides to Salesforce in minutes. Deals, contacts, activities, and notes are created and enriched automatically as Strides works your pipeline.
Frequently Asked Questions
Does Strides create new Salesforce records or update existing ones?
Both. Strides checks for existing Contacts and Accounts before creating new records. If a matching record exists, it enriches and updates it. If not, it creates new records with all available research data.
What Salesforce editions does Strides support?
Strides supports Salesforce Professional, Enterprise, and Unlimited editions. The API-based integration requires Salesforce API access, which is available in Professional and above.
Can Strides write to custom fields in our Salesforce instance?
Yes. Custom field mapping is available in the Strides dashboard. You can map any Strides data point to any Salesforce custom field on Contact, Account, or Opportunity objects.
Does the Salesforce integration work in real time or batch?
Real time. Every Strides action — meeting booked, call completed, prospect researched — triggers an immediate Salesforce update. There is no batch sync delay.