Connect your Salesforce CRM to import Opportunities directly as Velocibid Projects. Uses a secure Bring Your Own Key (BYOK) architecture for maximum security and control.

Why BYOK?

Instead of using a shared generic app, you configure a "Connected App" inside your own Salesforce instance. This gives you full control over permissions, usage limits, and security policies.

Setup Instructions

Step 1: Create Connected App in Salesforce

Log in to Salesforce Setup and navigate to App Manager.
Click New Connected App and fill in the basics (Name, Contact Email).

Important: Enable OAuth Settings and add the following Callback URL:

https://www.velocibid.com/api/integrations/salesforce/callback

(Select "Access and manage your data (api)" and "Perform requests on your behalf at any time (refresh_token, offline_access)" scopes).

Step 2: Copy Credentials

Once saved, wait 2-10 minutes for Salesforce to propagate changes. Click Consumer Key and Secret (Manage Consumer Details) to view your secrets.

Step 3: Connect in Velocibid

Go to Settings > Integrations and click Connect Salesforce.
Enter your Consumer Key and Client Secret in the secure modal.

Organization-Wide Sync

Just like HubSpot, this connection is shared. Once an Admin configures the Integration, all authorized team members can see and import opportunities.