Salesforce integration

Connect enterprise Salesforce to your Cliux growth stack

Sync leads, contacts, opportunities, and custom objects — bridge Cliux websites and stores with Salesforce CRM.

Why connect Salesforce

Cliux forms and chat create Salesforce Leads or Contacts with campaign attribution and custom field mapping.

Closed-won orders and high-value form submissions create Opportunities with products, amounts, and stage updates.

Map Cliux data to Salesforce custom objects for industry-specific workflows — real estate, SaaS, services, and more.

OAuth 2.0 connection with scoped permissions. Compatible with Salesforce SSO and sandbox environments for testing.

1
Create a Salesforce Connected App
In Salesforce Setup, create a Connected App with OAuth scopes for api and refresh_token. Note Client ID and Secret.
2
Authorize Cliux
Integrations → Salesforce → Connect. Sign in to Salesforce and grant Cliux access to your org or sandbox.
3
Configure object mapping
Map Cliux contacts to Leads or Contacts, orders to Opportunities, and custom fields to Salesforce properties.
4
Test in sandbox
Run test form submissions and orders in Salesforce sandbox. Verify records, then promote to production.

Yes. Any Salesforce edition with API access supports the Cliux integration. Enterprise and Unlimited offer advanced custom objects.

Yes. One-way or bi-directional sync imports Salesforce contacts into Cliux CRM for unified customer views.

Cliux integrates with Salesforce CRM (Sales Cloud). Marketing Cloud requires separate Journey Builder API setup.

Yes. Connect sandbox orgs for development and testing. Switch to production org when workflows are validated.

Start free — no credit card required. Enable integrations from your dashboard.

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