The Salesforce integration is available on Business and Enterprise plans. View pricing →
Prerequisites
- You must be an Admin or Owner in your Blinq workspace to set up and manage the Salesforce integration.
- You’ll need a Salesforce account with System Administrator permissions, or a custom profile with API Enabled, Author Apex, and Manage Connected Apps permissions.
- Blinq’s Salesforce integration is available on Business and Enterprise plans.
Feature overview
| Feature | Supported | Configuration |
|---|---|---|
| Sync updates to contacts from Blinq to Salesforce automatically | Yes | Toggle on/off |
| Sync Blinq contact notes | Yes | Toggle on/off |
| Sync Blinq contact tags | Yes | Toggle on/off |
| Auto export new Blinq contacts | Yes | Toggle on/off |
| Export contacts as Leads or Contacts | Yes | Toggle in integration settings |
| Assign contact owner in Salesforce | Yes | Matched to Blinq owner |
| Contact de-duplication | Yes | Matched on unique email address |
| Campaign sync | Yes | Link Blinq campaign to a Salesforce campaign |
| Custom field mappings | Yes | Toggle in integration settings |
| Sync AI Notetaker summaries | Yes | Toggle in integration settings |
Documentation for our Salesforce integration
Connecting Salesforce
Install the Salesforce integration from your Blinq dashboard.
Configuring Blinq
Control how Blinq syncs contacts, notes, and tags to Salesforce, and how contacts are shared.
Configuring Salesforce
Enable Notes and add Blinq fields to your Contact and Lead page layouts.
Field reference
Contact field mapping, custom fields, and deduplication behavior.