Bring Steperly into Salesforce.
Publish attributable content activity into Salesforce. Configure the connection from Workspace Integrations and keep the workflow tied to the tools your team already uses.
CRM workflow · Admin-managed · Configured in your workspace
Put buyer engagement beside the account and deal.
Generate record-aware links and send viewing, completion, CTA, and submission activity through a configured Platform Event.
Revenue teams can prioritize follow-up with engagement evidence attached to their existing process.
Connect from Workspace → Integrations. Provider credentials or administrator approval may be required.
Remove a real handoff
Revenue teams can prioritize follow-up with engagement evidence attached to their existing process.
Workflow, permissions, and depth
Configure the connection around the provider scopes, destinations, and events required by the workflow.
A workflow your team already repeats
Start with a concrete use case, a clear owner, and the provider account required to complete setup.
What would move between the systems
This is the connector's starting scope for Salesforce. Exact fields, permissions, and retention behavior depend on the workspace configuration and provider account.
Content and configured activity
Attributable content links and configured viewing, completion, CTA, or submission activity for the selected CRM record.
Context required for the workflow
Selected contact, company, deal, or ticket identifiers and fields required to create and preserve that attribution.
Minimum scope, explicit setup
The integration uses scoped access, customer-selected destinations, and a connection that can be tested, reviewed, or revoked. Available controls depend on the provider configuration.
From workspace setup to a useful connection
Start with the work to remove, then configure only the access and destinations that workflow needs.
Choose the workflow
Decide who uses it, what starts it, which information should move, and what success looks like.
Connect the provider
A workspace owner or admin authorizes OAuth or enters the private-app, API, or webhook credentials required by the provider.
Configure and test
Choose destinations and event routing, test the connection, and review delivery activity from the workspace.
Explore adjacent workflows
Before you connect Salesforce
How do I connect Steperly with Salesforce?
A workspace owner or admin opens Workspace → Integrations, selects the provider, and then authorizes OAuth or enters manual credentials, depending on the connection.
What does the Salesforce integration do?
Generate record-aware links and send viewing, completion, CTA, and submission activity through a configured Platform Event.
Who can configure integrations?
Workspace owners and admins can create, configure, test, and disconnect provider accounts. Other workspace members cannot manage integration credentials.
What provider setup can be required?
Some providers require an approved app, OAuth client credentials, scopes, destination IDs, or private-app credentials. The exact requirements appear when an admin starts the connection.
Connect the workflow your team already uses.
Create a workspace to configure Salesforce, or talk with us about provider registration, permissions, and rollout.
Integrations are managed by workspace owners and admins.