Salesforce
Keep records in sync between Kalumma and Salesforce
Media
Description
Connect Salesforce to Kalumma to keep accounts, contacts, and opportunities aligned across both systems. Records stay consistent, so your team works from current CRM data without switching tools or re-entering information. Choose which objects to sync and in which direction, and let updates flow automatically. Setup is guided, so most teams can connect and configure without engineering help.
Features
Object sync
Keep accounts, contacts, and opportunities aligned between Kalumma and Salesforce.
Per-object direction
Choose one-way or two-way sync for each object so data moves the way you want.
Field mapping
Map Salesforce fields to your Kalumma records so data stays consistent and complete.
How it Works
Once connected, Kalumma and Salesforce keep shared records in step. Accounts, contacts, and opportunities flow between the systems based on your sync preferences, so a change in one place is reflected in the other. You choose which objects participate and whether sync runs one-way or two-way per object. Teams that want more control can use the connection to reflect Kalumma activity against CRM records or trigger follow-up. Configuration is handled through a guided setup with documentation, so you can connect objects, map fields, and set preferences without writing code.
Integration Diagrams
Data
Account
Account
Contact
Contact
Deal
Deal
Data
Account
Account
Contact
Contact
Opportunity
Opportunity