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Salesforce

Pike and
Salesforce

Sync accounts, contacts, and opportunities from Salesforce, and staff the project when you win.

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A Salesforce opportunity marked Closed Won syncing into Pike as a won deal, with the Pike project link written back to the opportunity

At a glance

Direction
Salesforce to Pike. Pike to Salesforce for the project link.
Who sets it up
Workspace admins.
Sync
Every 15 minutes, and on demand.
Documentation
Salesforce docs

What syncs between Salesforce and Pike

SalesforcePikeDirection
AccountsCustomersSalesforce to Pike
ContactsCustomer contactsSalesforce to Pike
OpportunitiesDeals, with stage and ownerSalesforce to Pike
Pike project fieldProject link and statusPike to Salesforce, when Send is on

Once linked, Salesforce owns the CRM fields. Pike keeps the project, allocations, and internal notes.

Set up and use Salesforce

Connect

  1. 1.Go to Workspace settings → Integrations → Salesforce. Sign in to Salesforce.
  2. 2.Map opportunity stages to Pike deal stages, then click Import data.
  3. 3.Turn on Send for opportunities to write project links back to Salesforce.

How to use it in your business

  • Plan capacity before the deal closes. Open opportunities show in Pike, so leads book proposed hours.
  • Staff the project the day it closes. A closed won opportunity is a won deal, ready for a project.

Limits

  • Pike does not create accounts, contacts, or opportunities in Salesforce.
  • Custom objects do not sync.
  • Opportunities sync only when their account syncs.

Setup steps and field mappings: Salesforce docs.

Salesforce integration questions

Does Pike integrate with Salesforce?

Yes. Pike syncs Salesforce accounts, contacts, and opportunities into customers and deals, and writes the Pike project link back to won opportunities.

How do Salesforce stages map to Pike?

You map each opportunity stage to a Pike deal stage in the integration settings. Closed Won maps to Won and Closed Lost to Lost by default.

Does Pike write to Salesforce?

Only the Pike project field on the opportunity, with the project link and status, when Send is on for opportunities.

Related

  • HubSpotCompanies, contacts, and deals.
  • Zoho CRMAccounts, contacts, deals, and project links.
  • Customers and deals in PikePipeline, won deals, and profitability per customer.

See Pike and Salesforce working together on your data.

Contact sales
  • ISO 27001 CertifiedISO 27001
  • GDPR CompliantGDPR
  • AICPA SOC 2 Type IISOC 2 Type II

Built to keep sensitive client data secure and private.

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