CRM
Salesforce + Squad
Agents read your leads, opportunities, accounts and pipeline; new records and deal changes wait for your approval.
AvailablePaste a key from your own account
What the team can do
- Read leads, opportunities, accounts and contacts (and any SOQL query)
- Read open pipeline, won revenue and new leads
- Create leads / contacts and update opportunities - only with your approval
- Measure your goals from Salesforce
What stays safe
- Read-only by default — every read logged.
- Anything outward waits for your approval, unless you let the team act within your policies.
- Keys are stored encrypted and never shown again.
Questions, answered plainly
Does Squad change anything in Salesforce without me?
Not by default. Squad reads; anything that changes Salesforce or reaches people waits for your approval, unless you let the team act within your policies on Growth and above.
How do I connect Salesforce?
Paste a key from your own account.
Which plans include Salesforce?
Every plan. The free Company Diagnosis can read one connected system (read-only); Starter connects 3, Growth 10, Scale unlimited.
Other CRM integrations
Give Squad your business. Keep the final say.
Sign in with Google, describe your company and see what Squad understood before anything runs.