Salesforce Integration
Sync contacts and opportunities with IdeaLift
Overview
The IdeaLift Salesforce integration connects your CRM data with your product feedback pipeline. Sync contacts, companies, and opportunities so you can see exactly how much revenue is tied to every feature request. Prioritize your roadmap based on real customer value, not guesswork.
Requirements
- •IdeaLift Scale plan or higher
- •Salesforce Enterprise, Unlimited, or Developer edition (API access required)
- •Salesforce administrator permissions to authorize the connected app
Connecting Salesforce
1Open Integrations
Go to Dashboard → Integrations and find the Salesforce card.
2Authorize OAuth
Click Connect and sign in to your Salesforce org. Grant IdeaLift permission to read contacts, companies (accounts), and opportunities.
3Choose Sync Scope
Select which Salesforce objects to sync: Contacts, Accounts, Opportunities, or all three. You can change this later from integration settings.
4Initial Sync
IdeaLift runs an initial sync to import your existing contacts and opportunities. Depending on the size of your org, this may take a few minutes.
What Syncs
Contacts
Salesforce contacts are matched to IdeaLift customers by email address. When a match is found, the customer profile is enriched with Salesforce data.
- • Name, email, phone, and title
- • Associated account (company)
- • Contact owner
Companies (Accounts)
Salesforce accounts sync as companies in IdeaLift, carrying ARR and deal data for revenue attribution.
- • Account name and industry
- • Annual recurring revenue (ARR)
- • Account owner and region
- • Account type (Customer, Prospect, Partner)
Opportunities
Open and recently-closed opportunities are synced to power revenue attribution on ideas.
- • Opportunity name and stage
- • Deal amount and close date
- • Associated account
- • Win/loss status
Revenue Attribution
Once Salesforce is connected, IdeaLift automatically calculates the revenue impact of every idea. This helps you answer the question: "How much ARR is at risk if we don't build this?"
How It Works
- 1.IdeaLift matches idea submitters to Salesforce contacts by email
- 2.Contact accounts are looked up to find ARR and open opportunities
- 3.Revenue is attributed to each idea based on the requesting accounts
- 4.The dashboard shows total ARR at risk per idea, sortable and filterable
Tip: Use the "Revenue Impact" column in the Ideas table to sort your backlog by customer value. Combine it with RICE scoring for data-driven prioritization.
Viewing Salesforce Data in Ideas
When you open an idea in IdeaLift, the detail panel shows Salesforce-enriched customer data:
Troubleshooting
OAuth connection fails
Ensure you are logging in with a Salesforce account that has API access enabled. Salesforce Professional edition does not include API access by default—you may need to purchase the API add-on or upgrade to Enterprise edition.
Contacts not matching
IdeaLift matches contacts by email address. If a customer submitted feedback with a different email than the one in Salesforce, the match will not be automatic. You can manually link customers in Dashboard → Customers.
Revenue shows $0
Revenue attribution requires that the Salesforce account has an ARR or ACV field populated, or at least one open opportunity with a deal amount. Check the account record in Salesforce to confirm the data is present.
Sync appears stale
IdeaLift syncs Salesforce data on a regular schedule. To trigger an immediate sync, go to Dashboard → Integrations → Salesforce and click Sync Now. If problems persist, try disconnecting and reconnecting the integration.
Related Documentation
- HubSpot Integration — Alternative CRM integration
- Customers & Companies — How customer data works in IdeaLift
- RICE Scoring — Combine revenue data with prioritization
Need Help?
Having trouble with the Salesforce integration?