Salesforce Integration
The B2B quoting layer for your Salesforce pipeline.
Opportunity creation and sync. Quote status updates Salesforce stage automatically.
Connector Technical Specs
Integration Overview
How TackQuote connects with Salesforce
Eliminate manual data entry, prevent shipping or pricing errors, and streamline B2B order execution.
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.
Bi-Directional Sync
Data objects synchronized between systems
Here is exactly how data flows between TackQuote and Salesforce to maintain complete system alignment.
Deal Pipeline Stage Progression
Advance CRM deal stages automatically when a quote is created, viewed, negotiated, or signed.
Account & Contact Mirroring
Keep buyer company profiles, primary decision-makers, and rep assignments in sync with Salesforce.
Quote PDF & Digital Proposal Link
Attach generated quote PDFs and interactive buyer portal links directly to Salesforce deal records.
Rep Activity Audit Logging
Log quote interactions, margin approval events, and buyer comments into Salesforce deal timelines.
Capabilities
What's included in the Salesforce connector
Built out-of-the-box for enterprise sales teams, distributors, and manufacturers.
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.
Setup Guide
4 steps to connect Salesforce
TackQuote connects to Salesforce via OAuth 2.0 using a Connected App. Supports both Salesforce Classic and Lightning Experience.
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.
Requirements
What you need to get started
Prerequisites for authenticating Salesforce with your TackQuote tenant.
- 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)
All integrations included
No per-connector fees, middleware subscriptions, or hidden charges. Connect Salesforce and all 63+ connectors under your standard TackQuote plan.
FAQ
Frequently asked questions about Salesforce
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.
Workflow Ecosystem
Works seamlessly alongside Salesforce
Combine shipping, ERP, CRM, and payment connectors for end-to-end B2B sales automation.
Ready to connect Salesforce?
Start your free 14-day TackQuote trial. Connect Salesforce in under 5 minutes with zero credit card required.