Connect Salesforce to Querri
Analyze your Salesforce data with AI-powered natural language queries. Understand your pipeline, track performance, and uncover insights across your entire CRM.
What Syncs from Salesforce
Querri connects to your Salesforce org via OAuth 2.0 and syncs the objects you need for analysis.
Accounts
Account records with industry, revenue, ownership, and hierarchy data
Contacts
Contact details, roles, engagement history, and custom fields
Opportunities
Full opportunity data including stages, amounts, probability, and close dates
Cases
Support cases with status, priority, resolution details, and SLA tracking
Custom Objects
Any custom Salesforce objects your org uses, synced with complete field data
Deep Pipeline Analytics
Go beyond standard Salesforce reports. Analyze opportunity stages, win rates, and deal velocity across segments, reps, and time periods with simple natural language questions.
Ask things like 'What's my win rate by lead source this quarter?' or 'Show me average deal size by industry over the past year' and get instant visualizations.
Analyze win rates by rep, segment, and lead source
Track deal velocity and identify pipeline bottlenecks
Forecast revenue with data-driven projections
Cross-System Customer Intelligence
Combine Salesforce data with financial records, marketing platforms, or spreadsheets to build a complete view of your customers. Querri makes it easy to blend data without SQL or engineering support.
Discover which accounts drive the most revenue, correlate support cases with churn risk, or match campaign attribution to closed deals—all in one place.
Blend Salesforce with financial and marketing data
Correlate support activity with retention and churn
Build unified customer profiles across systems
How the Integration Works
Early Release
The Salesforce integration launched in February 2026. Connect now and help shape the integration with your feedback.
Authentication
OAuth 2.0 authorization flow. Querri requests only the scopes needed to read your selected objects.
Security
All data encrypted in transit and at rest. Read-only access ensures your Salesforce data is never modified by Querri.
Custom Objects
Beyond standard objects, Querri syncs your custom Salesforce objects so you can analyze all your CRM data.
Explore More Integrations
Connect all your data sources to Querri for a complete picture.
Frequently Asked Questions
Common questions about connecting Salesforce to Querri.