Turn Salesforce CRM Activity Into Social Proof

Connect Salesforce to NotiProof using a connected app and OAuth so closed-won Opportunities and new Leads automatically trigger notifications on your marketing site.

Connect Salesforce Free

Why Use NotiProof With Salesforce

Closed-Won Opportunity updates map to purchase/deal notifications
New Lead or Contact creation maps to sign-up-style notifications
Case resolution can map to customer-satisfaction notifications
Uses standard OAuth 2.0, no custom Apex code required for basic sync
Field mapping lets you control exactly what data is shown publicly

Setup in 3 Simple Steps

1

Create a Connected App

In Salesforce Setup, create a new Connected App with OAuth enabled, and generate a Consumer Key/Secret for NotiProof to authenticate against your org.

2

Authorize and Map Objects

In NotiProof, complete the OAuth flow with your Salesforce credentials, then choose which objects and fields (e.g., Opportunity.Amount, Opportunity.StageName) to watch for changes.

3

Define Trigger Conditions

Set field-based conditions (e.g., StageName = 'Closed Won') that trigger a notification, choose a template, and map sensitive fields to anonymized display values.

Features

OAuth 2.0 connected app authentication
Field-level mapping for Opportunities, Leads, and Cases
Trigger conditions based on field changes
Data anonymization controls for public display
Works with Salesforce Sales Cloud and Service Cloud objects

See Salesforce in Action

Learn how businesses use NotiProof with Salesforce to increase conversions.

AgenciesHubSpotPipedrive

Frequently Asked Questions

Does this work with any Salesforce edition?
It requires API access, which is available on Enterprise, Unlimited, and Performance editions by default; Professional Edition orgs may need to purchase the API access add-on.
Will this expose confidential deal information publicly?
Only if you configure it to — you control exactly which fields are mapped and displayed, and we recommend showing generalized info (e.g., company size, industry) rather than exact deal values or client names without permission.
Do I need a Salesforce admin to set this up?
Yes, creating a Connected App and granting API scopes typically requires Salesforce admin permissions.
Is this real-time or does it poll on a schedule?
This depends on your setup — near real-time is possible using Salesforce Platform Events or Outbound Messages, while a simpler polling-based sync checks for changes periodically and may have several minutes of delay.
Can it work alongside Pipedrive or HubSpot if we use multiple CRMs?
Yes, but running notifications from multiple CRMs for overlapping deal data can cause duplicates, so we recommend using one CRM as your source of truth for this integration.

Related Reading

Understand how B2B trust signals differ when showcasing CRM-driven proof: Trust for B2B vs B2C.

Learn how B2B companies use deal and customer data as social proof: Social Proof for B2B SaaS.

See how to attribute pipeline results back to your marketing site's social proof: Conversion Attribution Models.

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