# Pike and Salesforce

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

Canonical URL: https://usepike.com/integrations/salesforce
Last updated: 2026-10-26

## 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](https://usepike.com/docs/integrations/salesforce)

## What syncs between Salesforce and Pike

| Salesforce | Pike | Direction |
| --- | --- | --- |
| Accounts | Customers | Salesforce to Pike |
| Contacts | Customer contacts | Salesforce to Pike |
| Opportunities | Deals, with stage and owner | Salesforce to Pike |
| Pike project field | Project link and status | Pike 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. Go to **Workspace settings → Integrations → Salesforce**. Sign in to Salesforce.
2. Map opportunity stages to Pike deal stages, then click **Import data**.
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](https://usepike.com/docs/integrations/salesforce).

## 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

- [HubSpot](https://usepike.com/integrations/hubspot): Companies, contacts, and deals.
- [Zoho CRM](https://usepike.com/integrations/zoho-crm): Accounts, contacts, deals, and project links.
- [Customers and deals in Pike](https://usepike.com/features/customers): Pipeline, won deals, and profitability per customer.