Integration

Connect with Salesforce

Break down silos between your CRM and CS platform.

Why connect Salesforce with Arvat?

Sync Salesforce accounts, opportunities, contacts, and activities into Arvat so CSMs, AEs, RevOps, PMs, and founders work from the same customer narrative—fueling expansion, retention, and product decisions.

Use Case

Unify revenue and retention motions:

AEs & RevOps: New opportunities or closed-won deals flow into Arvat, triggering onboarding or expansion Playbooks.

CSMs: See Salesforce tasks, case status, renewal dates, and notes inside Arvat—no CRM toggling needed.

PMs & Founders: Correlate pipeline health with product usage and support tickets for a single source of truth.

Features

Turn your Salesforce data into prescriptive guidance:

Bidirectional account and contact sync: Keep Salesforce and Arvat in lockstep—update contact owner or status from either side.

Opportunity and revenue mapping: Bring pipeline stage, amount, close date, and custom fields into Arvat’s health model.

Activity stream integration: Calls, tasks, events, and case updates from Salesforce show in the Arvat timeline with timestamps.

Playbook triggers on Salesforce events: E.g., when an opportunity moves to “Closed-Won,” start onboarding; when a case escalates, notify CSM leadership.

Custom report builder: RevOps can create cross-functional dashboards combining Salesforce KPIs (e.g., lead velocity, ARR) with support and product metrics.