Salesforce Integration

Native sync via
Salesforce custom objects.

EvaluationsHub writes account health scores, CAPA status, and QBR data directly into Salesforce as custom objects. Your CRM stays the system of record. Your team never leaves the tool they already use.

Start the 21-day pilot →Book a demo
Unlimited accounts · No credit card · ISO 27001 Certified
How the integration works

Three steps. Live sync. No middleware.

EvaluationsHub connects directly to your Salesforce org. Account scores and action plan status appear alongside your Opportunities, Contacts, and Accounts automatically.

1
Connect your Salesforce org
Authenticate once via Salesforce OAuth. EvaluationsHub provisions the required custom objects in your org automatically during setup. No manual schema work required.
2
Map accounts to custom objects
Your Salesforce Accounts map to EvaluationsHub accounts. Health scores, CAPA records, and QBR summaries are written back as native Salesforce custom objects your team can report on.
3
Scores appear in your CRM views
Account health scores and CAPA status show up directly on your Account and Opportunity pages. Build Salesforce reports and dashboards on top of EvaluationsHub data without leaving your CRM.
What syncs, and in which direction

Bidirectional data flow. Custom objects as the bridge.

EvaluationsHub reads your CRM context and writes scores and actions back. Your Salesforce data stays in your org.

Salesforce → EvaluationsHub
Account & Contact records
Account name, owner, stage, close date, contact roles
↔
EvaluationsHub → Salesforce
Health score (custom object)
Weighted score, trend, last updated, score driver breakdown
Salesforce → EvaluationsHub
Opportunity context
Renewal dates, contract value, deal stage for score weighting
↔
EvaluationsHub → Salesforce
CAPA record (custom object)
Action plan status, owner, milestone, resolution date
Salesforce → EvaluationsHub
Activity & engagement log
Call logs, email activity, meeting cadence
↔
EvaluationsHub → Salesforce
QBR summary (custom object)
Review date, scorecard snapshot, agreed actions, next review
All sync is performed via the native Salesforce API. No middleware, no third-party ETL, no additional connectors required.
What your Salesforce team gets

Account health inside Salesforce. No tab-switching.

Your commercial team already lives in Salesforce. EvaluationsHub brings the score, the alerts, and the action status into the views they use every day.

Health score on the Account page
The account health custom object appears as a related list on your Salesforce Account record. Score, trend, and top drivers visible at a glance without opening EvaluationsHub.
CAPA status on the Opportunity
At-risk accounts trigger CAPA records that link to the Salesforce Opportunity. Your pipeline review shows which renewal opportunities have active recovery plans and their current status.
Salesforce reports and dashboards
Build standard Salesforce reports on EvaluationsHub custom objects. Portfolio health by owner, CAPA resolution rate by team, QBR frequency by account tier — all with native Salesforce reporting.
QBR summary linked to the account
Every QBR completed in EvaluationsHub writes a structured summary back to Salesforce. Review date, scorecard snapshot, agreed actions, and next review date — attached to the account record.

See the Salesforce integration live on your accounts.

21-day pilot, unlimited accounts. Connect your Salesforce org during onboarding. No credit card. ISO 27001 certified.

Start the pilotBook a demo
AWS AppFlow extends the integration

40+ enterprise services into the same score.

Salesforce is the core. AWS AppFlow connects your ITSM, ERP, marketing platform, and more — all feeding the same account health score, without custom development.

40+ enterprise services supported

AppFlow connections are managed in your AWS account. Any AppFlow-compatible service can contribute signals to the account score. Data processed and stored in EU (Paris region). ISO 27001 Certified. GDPR compliant.

Broader integration options

REST API, webhooks, and CSV if you need them.

The Salesforce native connector is the primary path. For teams with different CRM setups or custom pipelines, REST API and webhooks give full programmatic access.

REST API
Full programmatic access to account scores, CAPA records, QBR data, and stakeholder maps. Build custom dashboards or push data to any internal system. API key auth, JSON payloads.
Webhooks
Real-time event notifications when account scores change, CAPA records open or close, or QBRs are completed. POST to any endpoint — useful for Slack alerts, internal tools, or CRM workflows.
CSV & Excel
Import account lists, historical scorecard data, and stakeholder maps via CSV or Excel. Export any dataset for offline analysis, board reporting, or feeding existing BI tools.

Your CRM. Your accounts. Your score.

Connect Salesforce during the 21-day pilot. See health scores on your real accounts within hours. Unlimited accounts, no credit card.

Start the 21-day pilot →Book a 20-min demo
Unlimited accounts. No credit card. Cancel anytime. ISO 27001 certified. GDPR compliant. EU hosted in Paris.