Choose when Kiflo sends lead information to Salesforce. You can push leads as soon as they’re submitted or wait until they’ve been accepted by your team. This gives you control over lead quality and sales visibility.

• Instant sync: Push new leads directly to Salesforce the moment they’re submitted in Kiflo.
• Qualified sync: Wait until leads are accepted in Kiflo before sending them to Salesforce, ensuring your pipeline stays focused and clean.

Once a partner registers a deal in Kiflo, that deal is mirrored as an opportunity in Salesforce—along with the relevant contact and account. Both systems stay updated as the opportunity progresses.

• Create opportunities, contacts, and accounts in Salesforce from Kiflo deals.
• Keep deal updates flowing in both directions for full visibility.

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When your sales team converts a lead into an opportunity in Salesforce, the change is reflected in Kiflo automatically. This protects partner attribution and creates a seamless experience.

• A new deal is created in Kiflo.
• It’s linked to the opportunity, contact, and account in Salesforce.
• Partners remain informed throughout the conversion process.

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Leads and deals are continuously updated across both systems, so everyone stays informed. Whether a change is made in Salesforce or Kiflo, both platforms reflect the latest data automatically.

• Avoid double entry or outdated data.
• Give your sales and partnership teams a clear and aligned view.

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Every team operates differently, so the integration is fully customizable. Choose which fields to sync, how to map dropdown options, and how deal stages align across systems.

• Map any lead, deal, or contact field between Kiflo and Salesforce.
• Sync in both directions or choose a preferred system.
• Align deal stages using Salesforce’s picklist settings.

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