CRM
S

Salesforce

Enterprise pipeline analytics joined to your forecast scenarios.

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How the data flows

From Salesforce to a forecast you can trust

Salesforce
Your live source data
Source
Secure connect
One-click OAuth, revoke anytime
OAuth
Your model
Mapped to your own drivers
Model
Reports & forecasts
Always current, no CSVs
Reports

Illustrative data flow, not a guarantee.

What flows in

Data from Salesforce into your model

Choose the fields that matter. Everything else stays out.

Pipeline stages
Open deals, stage weights, and close dates mapped to revenue timing in your model.
Rep & segment splits
Break down conversion and ARR by team, region, or product line.
Win/loss history
Historical conversion feeds your forecast assumptions with real data.
What you can model

Decisions this unlocks

Plain outcomes, not another dashboard to babysit.

Revenue you can defend
Pipeline-backed forecasts investors can trace to source deals.
Hiring triggers
Model when to add sales headcount based on pipeline coverage, not gut feel.
Cohort-ready ARR
New vs expansion revenue separated the way diligence expects.
Setup

Live in three steps. No CSV, no Zap.

Connect Salesforce once and your model stays in lockstep, two-way, always on.

  1. 1

    Connect

    One-click OAuth to Salesforce, no API keys and no IT ticket.

  2. 2

    Map

    Choose exactly which entities, accounts, and fields flow into your model.

  3. 3

    Sync

    Two-way sync keeps your forecast and Salesforce aligned, with failure alerts to Slack.

Security & permissions

Your data stays yours

  • OAuth-based connections you can revoke anytime from Salesforce or Startup Suite.
  • Field-level permissions, sync only what your model needs, nothing more.
  • Encrypted in transit and at rest; we never sell your financial data.
  • Sync failures alert your team before numbers drift, no silent breakage.
Salesforce questions

Connecting Salesforce, answered

The things founders ask before they wire up a tool.

Which pipeline data flows into my model?+

Open deals, stage weights, and close dates map to revenue timing, so your forecast moves with the pipeline instead of a static spreadsheet guess.

Can I split revenue by rep, segment, or product?+

Yes. Conversion and ARR can be broken down by team, region, or product line so the numbers match how you actually run the business.

Does it overwrite anything in my CRM?+

No. The connection reads pipeline data into your model and never edits records in your CRM.

Keep exploring

More integrations

H
HubSpot
CRM

Pipeline, ARR, and rep-level conversion feeding your revenue model.

Q
QuickBooks
Accounting

Two-way sync of your chart of accounts, journals, and monthly close.

X
Xero
Accounting

Pull in your trial balance and tag transactions to model drivers.

M
MYOB
Accounting

Connect your MYOB ledger for automated reconciliation and reporting.

Connect your stack

Wire Salesforce into your model in minutes.

Connect your data and watch it flow straight into a working model, no finance team required.

Get early accessAsk about Salesforce

From idea to investor-ready · built for founders, not finance teams