Overview
The Pod + Salesforce integration connects your CRM to Pod in just a few clicks, bringing deal intelligence, pipeline visibility, and coaching directly into your workflow. It allows reps to spend less time on CRM updates and more time selling, while ensuring that data in Salesforce stays accurate and up to date.
Salesforce remains your system of record. Pod becomes your intelligent sales layer — analyzing your pipeline, surfacing insights, and guiding next steps automatically.
💰 Key Benefits of integrating Pod & Salesforce
Seamless Login and Secure Access
You can sign up and log in to Pod using your Salesforce account. This provides enterprise-grade access control and user provisioning without any additional passwords or SSO configuration. Pod uses Salesforce OAuth for authentication, ensuring your account setup is fast, consistent, and fully secure.
Real-Time Intelligence from Salesforce Data
Once connected, Pod continuously syncs opportunities, contacts, accounts, and activities from Salesforce. Your deal data instantly powers Pod’s AI models to surface insights on deal risk, buying committee engagement, and recommended next actions. Every rep gets a clear view of which deals need attention and what to do next — all based on live Salesforce data.
Bi-Directional Sync for Effortless Updates
The integration works both ways. Reps can update key fields such as deal stage, close date, or next steps directly from Pod, and those changes automatically appear in Salesforce. Notes, activity updates, and risk flags are written back instantly, keeping your CRM clean without the need for manual entry. This bi-directional sync ensures both systems always reflect reality.
Better Data, Less Admin
Pod helps maintain CRM hygiene by flagging missing information, highlighting inactive deals, and prompting timely updates. Reps receive gentle reminders inside their daily workflow, while managers gain confidence in cleaner forecasts and more reliable pipeline reporting. The result is less admin, fewer errors, and a sales process that runs smoothly.
🔒 Data Access & Security
Pod uses Salesforce OAuth — we never store user credentials.
All data transfers are encrypted in transit and stored securely (view our Security & Compliance guidelines here for more details)
Pod never stores your Salesforce credentials — only uses OAuth tokens/refresh tokens.
Access tokens can be revoked any time via Salesforce; revoking access disables the sync.
Pod adheres to least-privilege access: only requested scopes are used.
🤝 Permissions & User Access
Salesforce login also serves as your Pod account authentication method, ensuring consistent identity management and top-tier security across platforms.
🚀 Setup Instructions
Connecting Pod to Salesforce takes less than a minute.
Go to Pod's sign-up/sign-in page: app.workwithpod.com
Click “Sign in with Salesforce”
Approve access via Salesforce OAuth (secure login & consent flow)
Choose the Salesforce environment (Production or Sandbox)
You're in!
Once connected, Pod continuously syncs updates both ways — in near real time.
📀 Data access
Pod leverages a variety of data types in your Salesforce CRM to power its Deal Intelligence agents.
1. Salesforce main sObjects in use
Pod will dynamically access all fields related to each sObject (including custom ones), with the specific labels and validations rules implements in your CRM.
Deals
Contacts
Companies
Leads
2. Activities related to each record
In order to understand engagement on deals and accounts, Pod will pull all relevant event data from the CRM
Emails
Customer Meetings
Calls
Notes
3. Metadata
Given Pod interacts seamlessly with your CRM, the integrations also looks at instance metadata to best match it and offer a consistent experience.
Users (emails, etc.)
Permissions
👀 Coming Soon: Embedded Salesforce App
Our team is currently building a direct embedded experience inside Salesforce. This will allow users to access Pod insights, recommendations, and deal intelligence directly inside Salesforce — with zero context-switching. Send up a message at [email protected] to join the early access waitlist.
💡 Need help? Send us a message via the in-app chat or email us at [email protected].
🤝 Want to talk to someone? Book a session with one of our specialists!