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how to setup Bubble with SalesForce

Salesforce CRM Configuration



requirements:


Bubble account
SalesForce account
You do not need to configure anything in the CRM application itself.

Configuration Bubble Software


Login as the user in the Bubble software.
Go to CRM Connectors in the navigation bar on the left side, select the desired CRM integration by toggling the slider to the "on" position.


You will know that a CRM-application is activated if it has a blue frame around it.
Then click on the Start Authorization button


Now follow the steps to log in with your SalesForce account.

Updated on: 03/06/2025

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