Integrate your CRM with other tools
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How to connect your integrations to your CRM platform?
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Techbit is the next-gen CRM platform designed for modern sales teams
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Why using the right CRM can make your team close more sales?
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What other features would you like to see in our product?
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For the past few months, we’ve been thinking about friction and the inverse of friction: flow.
Not just how data moves between systems, but how smoothly it moves for the teams responsible for keeping it clean, current, and usable. The operators who sit between tools. The ones who notice when a workflow slows down, when imports start failing, or when enrichment quietly drifts out of sync.
If you work closely with a CRM, you know how quickly friction adds up. A process that feels manageable at a few thousand records starts to strain as datasets grow. Manual steps creep in. Workarounds become permanent. And suddenly, a system designed to help teams move faster does the opposite.
Why we built it
Salesforce teams using Freckle already had a way to connect their data.
Using webhooks, teams could move Salesforce records into Freckle, enrich them, and push updates back. For many teams, this worked well. It offered flexibility and made it possible to support more complex workflows.
But flexibility often comes with overhead.
As datasets grew, webhook-based setups required more configuration, more monitoring, and more care. Operators had to think about timing, failure cases, and edge conditions. The system worked, but it wasn’t seamless.
At the same time, we were hearing consistent feedback from customers. They wanted Salesforce to feel native inside Freckle. Not different. Just native.
So we built a first-class Salesforce integration that removes the need for workarounds and lets data move cleanly, continuously, and predictably between systems.
How it works
The native Salesforce integration connects Freckle directly to your CRM, allowing data to move in both directions without manual intervention.
Teams can import Salesforce accounts and leads into Freckle to enrich, score, and prepare them for downstream workflows. Instead of working in batches, enrichment can run across large, living datasets.
New records created in Salesforce can sync automatically into Freckle. This keeps enrichment and scoring up to date as data changes, rather than relying on periodic imports or one-off jobs.
When teams are working with external sources, such as events, inbound leads, or partner lists, they can check whether records already exist in Salesforce directly from a Freckle table. This helps prevent duplicates and keeps context intact.
Once data is enriched, teams can push updates back into Salesforce with full control. Operators decide which fields are written, reducing the risk of overwrites and keeping the CRM clean and usable.
All of this happens without exports, manual uploads, or additional tooling.
Why it matters
One of the biggest differences between CRMs is how they handle scale.
HubSpot limits imports to 10,000 records. Salesforce, in practice, does not impose the same constraint. For teams with large or growing datasets, that distinction shapes how workflows are designed and maintained.
When tools around the CRM assume small, batch-based usage, operators are forced to introduce artificial limits of their own. Files get split. Jobs get staggered. Manual checks become part of the process.
Native integration removes that pressure.
By letting Salesforce data flow directly through Freckle, teams can work with their full dataset without restructuring workflows to fit tool constraints. Enrichment becomes continuous. Syncs become predictable. And operators spend less time managing mechanics and more time improving systems.
How teams are using it
Teams are already folding the Salesforce integration into a range of workflows.
Some use it to keep enrichment running automatically as new accounts and leads enter Salesforce, ensuring records are ready for scoring and routing without delay.
Others use it to prepare large datasets for campaigns, enriching and validating records in Freckle before pushing clean data back into Salesforce or downstream tools.
Operations teams use the lookup functionality to reconcile external sources against Salesforce, helping sales and marketing teams work from a shared, accurate view of the data.
In each case, the value comes from removing steps. Less exporting. Less manual cleanup. Fewer places for data to drift.
Getting started
Setting up the Salesforce integration is straightforward:
- Connect your Salesforce account to Freckle
- Choose which objects and fields you want to work with
- Configure sync behavior for new and existing records
- Start enriching and syncing data immediately
Once connected, Salesforce becomes part of your everyday Freckle workflow.
Built from customer demand, with more ahead
At Freckle, we build for the people who live between systems.
Operators are the ones who feel friction first and fix it quietly. They’re responsible for keeping data trustworthy as teams and datasets scale. Every feature we ship is designed to reduce that burden.
The native Salesforce integration is a step in that direction. It replaces workarounds with reliability and makes large-scale data workflows easier to manage, not harder.
