CRM
Salesforce + KyberAccess
Turn every visitor into a CRM record — automatically.
Automatically sync visitor check-ins to Salesforce as Leads, Contacts, and Activities. Every visit is logged, every relationship is tracked, and your sales team never misses a walk-in opportunity.
Features
What You Get with Salesforce
Visitor-to-Lead Sync
Automatically create a Salesforce Lead when a new visitor checks in. Name, email, company, and visit purpose are mapped instantly.
Returning Visitor Recognition
When a returning visitor checks in, update their existing Contact record with the latest visit details instead of creating duplicates.
Activity Logging
Every visit creates a Task/Activity on the Lead or Contact record. Your sales team sees a complete timeline of in-person interactions.
Host-to-Owner Mapping
Automatically set the Salesforce record owner to the user matching the visitor host. The right rep owns the right relationship.
Security Alert Tasks
When a visitor is denied entry or flagged by a background check, a high-priority Task is created for immediate follow-up.
Custom Field Mapping
Map KyberAccess fields to standard or custom Salesforce fields. Visit location, badge type, and check-in time flow into your CRM schema.
Why Use Salesforce with KyberAccess?
Setup
Get Started in Minutes
Setting up the Salesforce integration is quick and easy.
Create Connected App
In Salesforce Setup, create a Connected App with OAuth enabled and Full Access scope.
Enter Credentials
Paste your Instance URL, Client ID, Client Secret, and Refresh Token into KyberAccess settings.
Configure Sync Rules
Choose which events trigger syncs: new visitors as Leads, returning visitors as Contacts, visits as Activities.
Test & Activate
Run a test check-in and verify the Lead appears in Salesforce. Enable the integration to go live.
Use Cases
How Organizations Use This
Sales Walk-Ins
A prospect walks into your office for a meeting. They check in at the kiosk, and a Lead is created in Salesforce before they sit down.
Partner Visit Tracking
Track how often partners and vendors visit your office. Each visit is logged as an Activity on their Contact record.
Executive Relationship Management
VIP visitors are flagged and their visit history is visible to the account owner in Salesforce.
Multi-Location Reporting
Aggregate visitor data across all locations in Salesforce reports. See which offices get the most foot traffic.
FAQ
Frequently Asked Questions
Is the Salesforce integration included in the Pro plan?
No, the Salesforce integration is a paid add-on. Contact our sales team for pricing and to activate it for your organization.
Does it create duplicate records?
No. KyberAccess checks for existing Leads and Contacts by email before creating new records. Returning visitors update existing records.
Which Salesforce editions are supported?
Any Salesforce edition with API access — Professional (with API add-on), Enterprise, Unlimited, and Developer editions.
Can I map custom fields?
Yes. Standard fields are mapped automatically, and you can configure custom field mapping on Enterprise plans.
Ready to Connect Salesforce?
Start your free trial and integrate Salesforce with KyberAccess today.