Add companies from Tracxn directly to Salesforce

What does this unlock for you

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• One-click company sync to Salesforce - Find a company on Tracxn and add it to Salesforce in one click. Company details land directly in your CRM without copy-pasting.
• Bulk add up to 30 companies at once - On any company database page, select up to 30 companies using the checkboxes and push them all to Salesforce in one go using the “Add to CRM button” - no need to add them one by one.
• Customizable data fields - Choose exactly which data points sync to Salesforce - Company Details, People Details, and more.
• Stay on top of your Salesforce activity from Tracxn -  Once a company is added, the Account Owner and Last Activity Date appear directly on the Tracxn profile - so your team stays aligned and can track all CRM activity without switching tools.
• Manage your Salesforce records directly from Tracxn -  View the synced company record in Salesforce or remove it from your CRM - all from the dropdown on the Tracxn profile. Removing companies requires the appropriate Salesforce permissions.

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How to get started

Connect Salesforce

1] On any company profile, click Add to CRM.
2] Select Salesforce from the dropdown and click Connect.
3] You’ll be prompted to install the Tracxn app in Salesforce. (Administrative privileges required for installation.)
4] After installation, click Add to CRM again, select Salesforce, and click Connect to reach the authorization page.
5] Click Allow Access to complete the connection.

Configure and start adding

1] Once connected, click Customize Fields to select which Tracxn data points sync to Salesforce - or click Skip for Now.
2] The Connect button will now show as Add. Click Add to push the company to Salesforce.

(Note: The ability to add companies may be restricted if column configuration is incomplete or if your Salesforce permissions are read-only.)

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