CRM
Connect Salesforce
The B2B quoting layer for your Salesforce pipeline.
Overview
Salesforce + TackQuote
TackQuote's Salesforce integration connects your quoting workflow to Salesforce CRM. Quotes create Salesforce opportunities automatically, and every status change in TackQuote — sent, viewed, approved, won — updates the Salesforce opportunity stage without any manual data entry. Enterprise sales teams get CRM accuracy without the overhead.
TackQuote connects to Salesforce via OAuth 2.0 using a Connected App. Supports both Salesforce Classic and Lightning Experience.
Before you start
What you'll need
- Salesforce Professional, Enterprise, or Unlimited edition
- API access enabled (required for Salesforce Enterprise+)
- Salesforce admin access to create Connected Apps
- TackQuote Pro plan or above (Salesforce is a pro-tier integration)
Setup
How to connect Salesforce
Create a Salesforce Connected App
In Salesforce Setup → App Manager, create a Connected App for TackQuote with OAuth scopes for API access and offline access. Note the Consumer Key and Secret.Connect in TackQuote
Go to TackQuote Integrations → Salesforce. Authorize via OAuth with your Connected App credentials. TackQuote will verify API access.Map stages and fields
Map TackQuote quote statuses to your Salesforce opportunity stages. Map TackQuote quote fields to standard or custom Salesforce opportunity fields.Enable and monitor
All new TackQuote quotes sync to Salesforce. Use TackQuote's integration log to monitor sync events and troubleshoot any mapping mismatches.
Capabilities
What you get
Opportunity Auto-Creation
Every TackQuote quote creates a Salesforce opportunity with account, contact, amount, stage, and close date pre-filled.
Stage Sync
TackQuote quote status changes map directly to Salesforce opportunity stages. Won quotes close opportunities; rejected quotes move them to Closed Lost.
Account & Contact Matching
TackQuote matches buyers to existing Salesforce accounts and contacts. Unmatched buyers can be created as new Salesforce records.
Task & Activity Logging
Quote lifecycle events log as Salesforce tasks on the opportunity, giving your team a full engagement audit trail in the CRM.
FAQ
Salesforce questions
Does TackQuote support Salesforce CPQ?
TackQuote works alongside Salesforce CPQ. If you use CPQ for pricing but want TackQuote for the buyer portal and e-signature experience, the two can co-exist with the TackQuote → Salesforce opportunity sync.
Which Salesforce editions are supported?
TackQuote requires Salesforce API access, which is available on Professional, Enterprise, and Unlimited editions. Salesforce Essentials does not include API access.