Start free
← All connections

Connections · crm

Salesforce

Enterprise CRM with SOQL query support.

Query opportunities, accounts, leads, and activities.

OAuth · Read-only · Syncs automatically

Report templates that use Salesforce

Sales Standup Report

Pipeline, activity, and deals — every Monday.

Sales Team Performance Report

Who is winning, who needs coaching.

How to connect Salesforce to Donum

  1. 1. Create a Donum account (free, 2 minutes).
  2. 2. Go to Connections and search “Salesforce”.
  3. 3. Click Connect and follow the OAuth flow.
  4. 4. Choose a template that uses Salesforce.
  5. 5. Set your schedule — Donum takes care of the rest.