CRM integration
Salesforce and Xevrion
Connect Salesforce with your own account. Xevrion reads leads, contacts, accounts, opportunities, tasks and cases and, only if you allow it, can create, update or upsert leads, contacts, accounts, opportunities, tasks and cases.
14 days free No payment details No sales calls
What Xevrion reads
What it may write, after a yes
Point at any line to send it across. From the connector catalogue.
The details
How it connects, and where your data goes.
Used by
- You sign in on Salesforce's own page; Xevrion never sees your password.
- Every change is logged, and a retry can never create a duplicate.
- Disconnect at any time from your portal.
| Detail | Salesforce |
|---|---|
| Access | Reads and writes |
| How you connect | Salesforce Connected App (OAuth 2.0 with PKCE) |
| Permissions requested | api · refresh_token |
| How data moves | Reads on demand and on a schedule; writes carry an idempotency key |
| You also provide | Nothing extra |
| Where the credential is kept | Sealed in Xevrion's secret store; the application database holds only a reference |
The API host must be a Salesforce domain; Xevrion rejects anything else.
Connect Salesforce in a few minutes.
Create your workspace, then connect with your own account from the Integrations page.
14 days free No payment details No sales calls