If you manage a partner program and use Salesforce as your CRM, you might have hit some friction.

You get partner leads, but they don’t reach your sales team fast enough. Deals are registered, but there’s no easy way to track their progress. Your partners keep asking for updates. Meanwhile, your sales reps are already juggling ten other tools and don’t want another manual process.

This disconnect slows down your pipeline, creates team tension, and risks partner relationships.

That’s why we built the Kiflo + Salesforce integration.

With it, you can create one aligned system where partner activity flows into your sales pipeline automatically. No more missed updates. No more copy-pasting lead data. Just a straightforward, connected process from lead to close.

Let’s break down what this integration does and why it matters.

One Integration. Four Smart Workflows.

The Kiflo + Salesforce integration comes with four pre-built workflows. You can turn each one on or off, depending on how your partner program operates.

1. Create a lead in Salesforce when a lead is created in Kiflo

Every time a partner submits a new lead in Kiflo, it’s pushed directly into Salesforce. The two platforms stay in sync, so updates made in one will reflect in the other.

2. Create a lead in Salesforce when a lead is accepted in Kiflo

If you want your team to review leads before handing them off, this option sends only accepted leads to Salesforce. This keeps your pipeline clean and focused.

3. Create an opportunity in Salesforce when a deal is created in Kiflo

When a partner registers a deal in Kiflo, an opportunity is created in Salesforce. The system also creates a new contact and account if needed, and links them to the chance. All updates stay aligned across platforms.

4. Convert a lead in Kiflo when a lead is converted in Salesforce

When your sales team converts a lead to an opportunity in Salesforce, Kiflo updates automatically. It creates a deal, links it to the Salesforce opportunity, and matches all related contacts and accounts.

This keeps your attribution accurate and your partner informed throughout the sales cycle.

Built for Real-World Flexibility

Every organization handles leads and deals differently. This integration gives you full control over how data is shared.

You can:

• Choose when to sync data between systems
• Map every field between Kiflo and Salesforce
• Set rules for how each field should update
• Align deal stages in Kiflo with your Salesforce process

It’s not one-size-fits-all. It’s built to adapt to how you already work.

The Real Benefit: Pipeline Alignment

Partner programs thrive on trust, communication, and shared visibility. Everyone sees the same data in real time when your systems are aligned.

This means:

• Sales teams get the information they need to act fast on partner-sourced leads
• Partners can track the status of their leads and deals without emailing for updates
• Partnership leaders can confidently report on revenue sourced through partners

That’s the kind of alignment that turns partner programs into revenue engines.

Why This Matters for Growing Companies

If your partner program grows, your tools need to grow with it. Relying on spreadsheets or disconnected systems will only work for so long. At some point, you need a shared source of truth that connects your partner ecosystem with your sales machine.

Kiflo’s integration with Salesforce gives you precisely that.

You can stop guessing, stop chasing updates, and start driving revenue with a process both teams can trust.

Try it Today

The Kiflo + Salesforce integration is designed to sync your partner program and sales pipeline without adding complexity.

Want to see how it could work for your team? Book a demo to explore the full Kiflo + Salesforce integration in action.