- 1
Admin → Integrations → CRM → Salesforce → Connect
OAuth flow launches. Sign in with a Salesforce user that has API access enabled.
- 2
Approve the VICIPanel connected app
Standard Salesforce OAuth consent screen. Grant read/write on Lead and Contact objects.
- 3
Map fields
Drag Salesforce fields to VICIPanel fields. Phone, first name, last name, email auto-map. Custom fields visible in the picker.
- 4
Register inbound webhook
VICIPanel configures the inbound webhook automatically during OAuth. No Salesforce setup required on your side.
- 5
Turn on sync
Top of integration page → Sync toggle → On. Lead updates flow both ways within seconds.
Test with a single lead update in Salesforce first. You should see it in VICIPanel within 10 seconds. If it doesn't appear, check Admin → Integrations → CRM → Salesforce → Webhooks log.
What syncs
- New leads → into VICIPanel as contact records
- Updates to existing leads in either system
- VICIPanel dispositions and call activity → into Salesforce as Activities/Tasks
- AI-generated call summaries → into Salesforce notes