Turn Salesforce pipeline data into
live OKR progress — in under 10 minutes.
Your sales data lives in Salesforce. Your goals live in Profit.co. This integration closes the gap — pulling live CRM metrics directly into your OKRs so nothing falls out of sync mid-quarter.
Rated 4.7/5 by 500+ Strategy Leaders on
Why integrate
What you can do with Salesforce + Profit.co
Auto-update Revenue Key Results
Salesforce opportunity values and closed-won totals automatically check in your OKR progress. Your “Increase ARR to $5M” key result updates every time a deal closes — no spreadsheets, no manual entry.
Real-time Pipeline Visibility
Pull live pipeline values, lead counts, and conversion rates from any Salesforce object or report directly into your KPI dashboards. See whether your sales team is on track the moment data changes in Salesforce.
Map KPIs to the reps behind them
Filter Salesforce data by owner, territory, or team and connect those numbers to individual or team-level key results. Sales accountability moves from an assumption to a live measurement.
Already using Salesforce?
Connect it to Profit.co in under 10 minutes — no developer required.
Data sync
What data syncs
Salesforce Reports
Any numeric column from a Salesforce Report — sum, count, average — maps directly to an Increase KPI, Decrease KPI, or Control KPI key result. Use your existing reports without rebuilding anything.
Standard & Custom Objects
Query Opportunities, Leads, Accounts, Contacts, or any custom Salesforce object. Pull the specific numeric field you need — amount, count, stage value — and track it as a live key result metric.
Owner & Territory Filters
Scope data by record owner, territory, team, or any Salesforce filter to track individual rep performance or regional targets. Every key result shows exactly whose numbers are being measured.
Why combine Salesforce with OKRs?
Salesforce tracks every deal, lead, and customer interaction — but it doesn’t connect that data to your quarterly goals. OKRs give your sales data a strategic purpose: each Salesforce metric becomes a measurable signal of whether you’re hitting what matters most. Connecting both means your revenue numbers update your OKRs automatically, so leaders see live progress instead of waiting for the end-of-quarter report.
Getting started
Set up in 3 steps
No developer required. You’re live in under 10 minutes.
1
Enable in Settings
Go to Settings → Integrations → Connectors and enable the Salesforce toggle. Only Super Users can enable integrations — check with your Profit.co admin if you don’t see this option.
2
Connect via OAuth
Head to Preferences → Integrations and click Connect to Salesforce. Authenticate with your Salesforce credentials using secure OAuth — no API keys to copy or store manually.
3
Map it to a Key Result
When creating a Key Result, select Automate Check-in and choose Salesforce from the dropdown. Pick your object or report, select the numeric field and filter, and Profit.co pulls live progress on every check-in.
Enterprise grade security
Keep your company’s data secure and compliant with industry-leading security standards and certifications.
Have questions?
We got answers.
Yes. The Profit.co and Salesforce integration is built directly into the Profit.co platform. You authenticate via Salesforce OAuth — no third-party middleware or custom API work is required. A Zapier-based connection is also available for teams who prefer that approach.
Yes. Once connected, you can select “Automate Check-in” on any Key Result and point it to a Salesforce Report column or a specific object field. Profit.co pulls the latest value from Salesforce each time a check-in is triggered — keeping your OKRs current without any manual data entry.
Profit.co reads numeric data from Salesforce Reports (sum, count, average columns) and from standard or custom Salesforce objects such as Opportunities, Leads, and Accounts. You can filter by owner, territory, record type, or any field available in your Salesforce instance.
The Salesforce integration supports three key result types: Increase KPI (e.g. grow pipeline value), Decrease KPI (e.g. reduce churn rate), and Control KPI (e.g. maintain NPS above a target score). These cover the full range of sales, revenue, and customer success OKR tracking scenarios.
The Salesforce KPI integration is included in all Profit.co paid plans. You can explore the integration during your free 30 days trial. No credit card is required to start.
No. Setup takes under 10 minutes and requires no code. You’ll need your Salesforce login credentials (for OAuth authentication) and Super User access in Profit.co. No API keys, no scripts, no IT ticket required.
Yes. The Salesforce integration is configured at the User Level, so individual team members can each authenticate with their own Salesforce account. This means each person’s key results can pull data scoped to their own Salesforce access — not just a shared admin account.
Yes. Profit.co is SOC 2 Type II certified and ISO 27001 compliant. The Salesforce connection uses OAuth 2.0 — Profit.co never stores your Salesforce credentials. All data is encrypted in transit and at rest. Review the full security overview at profit.co/data-security.
Can’t find your answers?
Get in touch with us we are happy to assist you!
Other CRM & Sales Integrations
HubSpot
Connect HubSpot to Profit.co and pull deal values, contact counts, and pipeline stages directly into your OKR key results. Keep revenue goals updated automatically without switching between tools.
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Salesforce Reports
Map any Salesforce Report column — sum, count, or average — to an OKR key result in Profit.co. Use your existing reports to drive real-time goal progress without rebuilding your Salesforce setup.
Learn more →
Zoho CRM
Integrate Zoho CRM with Profit.co to bring customer and revenue data into your OKR tracking. Connect deal stages, lead counts, and conversion metrics to strategic goals across your sales team.
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Pipedrive
Connect Pipedrive with Profit.co to track deal progress and pipeline KPIs alongside your quarterly OKRs. Surface sales metrics in real time so revenue goals stay on track throughout the quarter.
Learn more →Make Salesforce data work
for your strategy
Join 1,000+ companies who use Profit.co to align teams around the goals that matter most.
