# Salesforce CRM Integration Guide

Last updated Sep 23rd, 2026

## Overview
Connecting Salesforce to Common Room lets you combine signal data with your CRM to expand pipeline, accelerate deals, and prioritize the right accounts.

The integration is bi-directional:

- **Inbound (Salesforce → Common Room):** Pull Lead status, lifecycle stage, account ownership, and other CRM context onto contacts and organizations in your Room.
- **Outbound (Common Room → Salesforce):** Push signal activity, qualification status, and engagement context to Leads, Contacts, and Accounts so sellers can see who's engaged and qualified directly in Salesforce.

## Availability
The Salesforce integration is included on [all plans](/content/pricing/index.html)

## Preparation
Before you start, make sure you have:

**A Common Room admin who is also a Salesforce admin.** If you aren't a Salesforce admin yourself, invite your Salesforce admin to your Common Room — they'll be granted Admin permissions and can complete the integration. Your Salesforce org also needs to be on a plan that includes API access ( [Salesforce documentation](https://help.salesforce.com/)).

**A dedicated Salesforce integration user (recommended).** Using a service account that isn't tied to an individual employee makes the integration easier to maintain — for example, when team members change roles or leave the company. The user should have:

- **License:** Salesforce Integration license (or full Salesforce license)
- **Object permissions:** Read/Write/ViewAll on Lead, Contact, Account, Opportunity, and Campaign
- **System permissions:** Access Activities

## Connect Salesforce to Common Room

Connect SF to Common Room  
[Open