Connect Salesforce

The Salesforce integration keeps your partnership data and your CRM in sync automatically. Partners and referrals you manage in Lasso appear in Salesforce as the right accounts, contacts, and opportunities. When an opportunity moves forward in Salesforce, the matching referral in Lasso updates to match. Your partnership team works in Lasso, your sales team works in Salesforce, and both sides stay current.

How it works

The integration is bidirectional. Changes you make in Lasso are reflected in Salesforce, and changes in Salesforce are reflected in Lasso. Partners and their contacts stay current as accounts and contacts, and referrals become opportunities (or leads) with the referring partner and contact attached. Lasso looks for your existing Salesforce records before it creates new ones.

When Salesforce is your source of truth, partners and partner-sourced opportunities that start there can flow into Lasso as well, so your team keeps working where they already work.

Report on partner-sourced pipeline inside Salesforce

Lasso marks your Salesforce records with which partner and which referral they belong to, so you can report, filter, and automate on partner-sourced pipeline entirely inside Salesforce, without logging into Lasso. Group an opportunity report by partner, or trigger a Flow when an opportunity is partner-sourced.

Before you start

• A Salesforce org. Production and sandbox orgs are both supported.
• Salesforce admin access, to install the Lasso package and enable the connection.
• The Developer or Partner Settings Write permission in Lasso.

What you can configure

• Partner and contact sync: how partners and their contacts are represented in Salesforce.
• Referral sync: what Lasso creates when a referral is opened and accepted.
• Opportunity stage mapping: how your Salesforce stages line up with Lasso referral statuses, both ways.
• Partner and contact role mapping: partner attribution on the opportunity, for your sales team’s reporting.
• Custom objects: syncing partners, or accepted referrals, to your own custom objects.
• Record matching: how Lasso recognizes records that already exist in Salesforce.
• Inbound sync: bringing partners and partner-sourced opportunities from Salesforce into Lasso.
• Field mapping: exactly what data Lasso writes to each Salesforce record. See CRM field mapping.

Connect