Talin and Salesforce
Seamlessly sync your Talin activity with Salesforce.
Connect Salesforce in four steps
Pick Salesforce from the list
Open Settings → Integrations in Talin and choose Salesforce under CRM. One workspace can carry an ATS and a CRM at the same time, so this slot is only half the stack.
Sign in to Salesforce
Talin hands off to Salesforce's own sign-in to authorize the connection. Approve the access it asks for and you land back in Talin connected. No credentials are ever typed into Talin.
Decide what syncs, and when
Choose which events push a prospect to the CRM and which write a note: on send, on reply, on entering a campaign, and on which channel. Nothing moves until you say so.
The first sync runs itself
Salesforce shows as connected and Talin starts writing. Change any switch later, or disconnect, without touching the records and notes already in your CRM.
The Salesforce details
Salesforce can receive both campaign types: prospect campaigns as Leads or Contacts, your choice, and candidate campaigns if Salesforce is where your team works them.
Anyone imported into a campaign is pushed in real time, or on the trigger you pick: import, enrichment, first message, or reply received.
Every LinkedIn message, DM, connection request, and reply logs as a note, attributed to the Talin user who owns the campaign, so Salesforce activity reports stay true.
Salesforce integration, answered