Rixor wires conversations, CRM, score and automation so every lead advances with intelligence.
Connect Salesforce with Rixor to bring every conversation, contact, account, opportunity, and campaign into a single commercial flow: messages as notes, bidirectional sync, and updated deals without manual work.
Developed by Rixor
Bidirectional sync of contacts, accounts, and custom fields
Log WhatsApp, Instagram, Messenger, and web chat messages as notes or activities
Sync Salesforce opportunities with Rixor pipeline deals and stages
Create and update commercial tasks for follow-ups, calls, and pending closes
Segmented campaigns from Rixor using contacts, lists, labels, intent, and CRM stage
Hot lead alerts when a Rixor conversation should advance in Salesforce
2-way
contacts and accounts updated between Rixor and Salesforce
1 CRM
complete commercial history without switching tools
+35%
more follow-up on high-intent opportunities
0 duplicates
smart matching by email, phone, account, and owner
Read and update contacts, accounts, leads, and authorized fields.
Create notes, tasks, or activities related to Rixor conversations.
Sync opportunities, stages, owners, campaigns, and commercial statuses.
Log marketing events, responses, attribution, and commercial activity within Rixor.
Requires an active Rixor account and authorized Salesforce permissions to read and update CRM objects.
Sync may include contacts, accounts, opportunities, tasks, notes, campaigns, and custom fields based on granted permissions.
Campaigns and segments depend on the configuration available in Salesforce, Marketing Cloud, or tools connected to the CRM.
You can disconnect the integration, pause synced objects, or limit fields from integration settings in Rixor.
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Preguntas, consejos y notas públicas para entender mejor cómo usar Salesforce dentro de Rixor.
Andrés P.
Question
Can Rixor create a note in Salesforce for each important conversation?
Equipo Rixor
Tip
First map email, phone, company, owner, stage, source, and score before activating the full sync.
Natalia R.
Comment
It would be useful to send campaigns to Salesforce contacts by pipeline stage.
What data can Rixor sync with Salesforce?
Contacts, accounts, leads, opportunities, tasks, notes, campaigns, and custom fields — always based on your account's permissions.
Is the sync bidirectional?
Yes. You can define which objects update from Rixor to Salesforce, from Salesforce to Rixor, or in both directions.
Can I send campaigns to Salesforce contacts?
Yes. Rixor can use synced contacts and segments to activate conversational campaigns with follow-up and attribution.
v2.4
May 2026
Improvements to contact, account, and opportunity matching, and notes with AI conversation summaries.
v2.3
April 2026
New rules to sync pipeline stages and automatically create follow-up tasks.
v2.2
March 2026
Support for segmented campaigns from Salesforce contacts and synced lists.
Get help authorizing Salesforce, mapping fields, avoiding duplicates, and activating sync rules.
Step-by-step guides for OAuth, objects, fields, permissions, webhooks, and sync testing.
Our team can help you connect CRM, campaigns, and pipeline to sell without friction.
Cómo funciona
Messages as notes
100%
visible history
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