Ardovo + Salesforce integration
Connect Ardovo to Salesforce so your crm and marketing work and your revenue data stay in one place. Layer Rook on top of Salesforce or move off it without losing history.
- Minutes Time to connect
- Two-way Sync direction
- No code Setup effort
Short answer
The Ardovo + Salesforce integration syncs accounts, contacts, opportunities, and activities between the two systems. Run Ardovo alongside Salesforce to add Rook and modern workflows, or migrate fully with history intact. Records match on standard keys, and field mapping plus conflict rules keep both sides accurate.
What flows between Ardovo and Salesforce
Account and opp sync
Accounts, contacts, and opportunities stay matched across both systems.
Activity history
Tasks, events, and email activity sync so the timeline is complete.
Rook on your data
Point Rook at synced Salesforce data to draft, summarize, and update work.
Migration ready
Export objects with relationships intact when you are ready to move.
Setting up the Ardovo + Salesforce integration
Connect in one click
Open Ardovo Settings, go to Integrations, find Salesforce, and click Connect. Authorize the connection with OAuth or an API key.
Choose what syncs
Pick which records and events sync between Ardovo and Salesforce, and set the direction to one-way or two-way.
Map your fields
Match Salesforce fields to Ardovo fields once. Rook suggests the mapping so most teams accept the defaults and move on.
Turn it on
Rook backfills recent history, then keeps both sides current. You can pause, edit, or audit the sync anytime.
How the Ardovo + Salesforce integration works
Ardovo connects to Salesforce through OAuth and maps standard and custom objects both ways. Records match on record id and email, activities and field changes sync on a schedule or in near real time, and you set which system is authoritative per object.
- Salesforce to Ardovo: accounts, contacts, opportunities, activities
- Ardovo to Salesforce: stage, field, and activity updates
- Both ways: custom object and field mapping
Frequently asked questions
Do I have to leave Salesforce to use Ardovo?
No. Sync the two and use Ardovo plus Rook for daily execution while Salesforce stays as a system of record, or migrate fully. Either way, accounts, contacts, and opportunities stay consistent.
Does the sync handle custom objects and fields?
Yes. Map custom objects and fields alongside the standard ones, set the direction per object, and Ardovo respects your conflict rules so neither system overwrites the other unexpectedly.
How do I connect Salesforce to Ardovo, and is it secure?
Open Ardovo Settings, go to Integrations, find Salesforce, and click Connect. Authorize with OAuth or an API key, choose what syncs and in which direction, and Rook backfills history and keeps both sides current. Setup takes minutes, needs no code, and every change is written to the Ardovo audit log.