CRM integration · Salesforce

Turn Salesforce into a real-time selling system.

Pull deal context into every call. Push notes, stage updates, and follow-ups back automatically. No manual CRM entry. No missed data.

OAuth 2.0Setup in 3 minutesNo engineering required
Integration active Live · 2.1s sync
Salesforce
Salesforce CRM
AC

Acme Corp

Deal · $48k · Demo stage

Demo
NW

Northwind

Deal · $22k · Evaluation

Eval
GX

Globex Ltd

Contact · VP Sales

Warm
Pulling context
Gangly
Gangly
Gangly
Gangly enriched

Signal detected

New exec hire · 3d

Objection likely

"Already using Gong"

Talk track ready

Discovery · Stage 2

Synced back
Salesforce
Gangly
2.1s sync
The transformation

From Salesforce tax to Salesforce leverage.

Without Gangly

manual
MEDDIC
Deal stage Eval?
Last activity 12 days ago
Next step follow up…
  • Salesforce is a tax. Reps avoid it.
  • Manual updates on Friday afternoon
  • MEDDIC fields half-empty
  • Stage = whatever the rep felt like
  • Forecast = guesswork

With Gangly

auto-synced
MEDDIC 94% complete
Deal stage Demo → Proposal
Last activity Today · call notes
Next step Security review · Fri
  • Salesforce current after every interaction
  • One-click sync the moment the call ends
  • MEDDIC 90%+ on every opportunity
  • Stage tied to actual call signals
  • Forecast variance dropped 30%
How it works

Salesforce in. Salesforce out.

Step 01

Pull context for prep

Salesforce deal record reading
Contact history reading
Stage + activities reading

STEP 01

Pull context for prep

Gangly reads the Salesforce opportunity — stage, contacts, prior activity — and builds the prep brief.

Step 02

Coach + capture mid-call

Signal match · 9.4
Objection predicted
Talk track assigned

STEP 02

Coach + capture mid-call

During the call, Gangly listens. After the call, structured notes draft against the opportunity.

Step 03

Sync back on approve

Notes synced to deal
Stage updated
Tasks created

STEP 03

Sync back on approve

You review notes + suggested stage + tasks. One click syncs to Salesforce — opportunity, contact, task records all updated.

One opportunity. One workflow.

Context out. Updates back.

A real moment in the workflow — from Salesforce to outcome.

Salesforce timeline

2.1s sync
  • 09:55

    pull

    Gangly pulls Acme opportunity + Marcus contact + last 3 activities.

  • 10:00

    call starts

    Brief opens with full Salesforce context. Live coach standing by.

  • 10:28

    call ends

    Notes draft, MEDDIC fields, 2 next-step tasks — all pre-filled.

  • 10:30

    synced

    You approve. Salesforce updated in 2.1s. Stage moved. Tasks attached.

What flows where

Three lanes. Zero surprises.

Reads

5 fields
  • Opportunity records
  • Contact records
  • Account records
  • Activity history
  • Custom fields (with mapping)

Writes

5 fields
  • Opportunity stage updates
  • Contact field updates
  • Activity logs
  • Tasks + next steps
  • MEDDIC field updates · all with rep approval

Never touches

protected
  • Auto-creates new opportunities
  • Modifies admin settings
  • Deletes records
  • Reads marketing-only contacts
  • Bulk operations without explicit confirmation
Setup

Three steps. Three minutes.

Step 01

Authorization

Salesforce

Allow Gangly to access your CRM

Read contacts + deals
Write notes + tasks
Manage stage updates

STEP 01

Open Integrations

In Gangly, click Settings → Integrations → Salesforce.

Step 02

Field mapping

Call notes HubSpot note
Deal stage CRM stage
MEDDIC Custom fields
Standard fields auto-mapped

STEP 02

Authorize via OAuth

Sign in to Salesforce. Grant CRM read + write scopes. ~3 minutes including custom field mapping.

Step 03

Connected

Salesforce is live

First sync: next call

STEP 03

Sync starts

Next call gets Salesforce context for prep. First post-call sync runs that day.

Impact

What changes in week one.

CRM coverage

fields complete

94%

Sync latency

avg.

2.1s

MEDDIC capture

every deal

90%+

Setup time

OAuth

< 3 min

What customers say

Real teams. Real outcomes.

"Salesforce finally reflects what's actually happening in deals. Manager 1:1s went from 'update your CRM' to actual coaching."

Drew K.

VP Sales · 80-person SaaS

15% forecast
"CRM notes are done before the call window closes. Got my weekends back."

Marcus R.

AE · Series B SaaS

5 hrs/wk back
"MEDDIC capture went from "whatever the rep remembered" to 90%+ on every opportunity."

Priya V.

RevOps Lead · mid-market

90%+ MEDDIC
Questions teams ask

FAQ

Salesforce-specific answers. No fluff.

Is the sync bi-directional?

Yes. Gangly pulls context for call prep and writes post-call notes, tasks, and stage updates back to Salesforce — always with rep approval before anything syncs.

Do I need admin access?

No. A rep can connect their own Salesforce account via OAuth in about 3 minutes. Admin is only needed if your Salesforce instance restricts third-party apps.

What about custom Salesforce properties?

Custom properties need manual mapping during setup (5 minutes). Standard opportunity, contact, and account fields are mapped automatically.

Which contacts get included in call prep?

Only contacts associated with the opportunity are included by default. You can expand this on a per-account basis in Settings → Contact rules.

What's the security posture?

OAuth 2.0 (no API keys), AES-256 encryption at rest, TLS 1.3 in transit, SOC 2 Type II in progress, GDPR-ready with DPA available. Gangly never auto-sends from your domain — every outbound action requires rep approval.

Can I disconnect at any time?

Yes. Disconnect from Settings → Integrations. Gangly stops reading or writing data immediately. Existing notes stay in Salesforce.

Stop updating Salesforce manually. Let it run itself.

Live in 3 minutes. Cancel in one click.

14-day trial · No credit card · OAuth-secured