Overview
The Salesforce integration connects your Salesforce instance to Kickscale, allowing meeting summaries, next steps, and AI-driven insights to be automatically synced to the relevant Salesforce records (Contacts, Accounts, Opportunities) and for Data to flow to Kickscale for the Deal View and forecasting.
With this integration, you can:
Automatically push meeting summaries and next steps to the matching Salesforce records after every analyzed call or meeting.
Keep your CRM up to date without any manual data entry.
Give your sales team full context on customer conversations directly inside Salesforce.
Prerequisites
Before you begin, make sure you have:
An Admin role in your Kickscale workspace (only Admins can configure integrations).
System Administrator permissions in your Salesforce instance (required to install managed packages).
Setup Guide
Step 1: Open the Integration Settings in Kickscale
Log in to your Kickscale workspace.
In the CRM Integration section, click the Connect button.
In the popup, select Salesforce from the dropdown list.
⚠️ Important: You must install the Kickscale package in Salesforce before completing the authorization. Without the package installed, the connection will not work correctly.
Step 2: Install the Kickscale Package in Salesforce
Click on "Install Kickscale Package"
Log in to your Salesforce instance with a System Administrator account.
During installation, choose Install for All Users to ensure the integration works for your entire team.
Confirm the installation. Salesforce may take a few minutes to complete it — you will receive an email confirmation once it is done.
Step 3: Authorize Kickscale in Salesforce
Return to the Kickscale integration dialog (Settings → Integrations & API → CRM Integration).
Click Connect CRM Integration with Salesforce selected.
You will be redirected to Salesforce to authorize the connection.
Review the requested permissions and click Allow to grant Kickscale access to your Salesforce data.
You will be automatically redirected back to Kickscale. The integration section should now show Connected.
Troubleshooting
Data is not syncing to Salesforce after a meeting:
Make sure the Kickscale package is installed in your Salesforce instance. This is a required step before the connection can function.
Confirm the integration shows Connected under Settings → Integrations & API.
Check whether a Salesforce Contact with a matching email domain exists. Kickscale maps meetings by matching the customer's email domain to a Contact in Salesforce.
Authorization fails or I cannot connect:
Make sure you are using a Salesforce account with System Administrator permissions.
Verify the Kickscale package was fully installed before attempting to authorize.
Try clearing your browser cache or opening the authorization flow in an Incognito window.
If you need additional help, reach out to our support team at support@kickscale.com.
A Note on the Salesforce AppExchange
You may notice that the Kickscale integration is currently not listed on the Salesforce AppExchange. This does not affect the security or functionality of the integration in any way.
The AppExchange listing and security review process is known for being thorough and time-consuming — which is true for most software vendors building on Salesforce. In fact, the majority of Salesforce integrations available today are not listed on the AppExchange, as the review process can take a significant amount of time to complete. Kickscale is actively working through this review and approval process with Salesforce.
In the meantime, the full Salesforce integration is available and fully functional. If you have any questions about security or compliance, do not hesitate to contact us at support@kickscale.com.