Marketing integration
Salesforce + HalftimeOS
Track new leads, opportunities, and closed-won revenue from your Salesforce pipeline.
Why connect Salesforce?
If your sales team lives in Salesforce, that's the real record of pipeline health — not a manually-updated count. Pull new leads, opportunities created, and closed-won deals straight from Salesforce onto the same scorecard as everything else.
What you can track
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New Leads Common pick
Leads created in the period.
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New Opportunities Common pick
Opportunities created in the period.
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Opportunities Won Common pick
Opportunities marked Closed Won in the period.
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Open Opportunities
Opportunities currently open right now — not date-ranged, a snapshot of the active pipeline.
How to connect Salesforce
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1
In HalftimeOS, go to Settings → Integrations and find Salesforce.
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2
Click "Connect Salesforce" and sign in to your Salesforce account — HalftimeOS never sees or stores your password.
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3
Choose which account or property to use, if you have more than one.
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4
Pick which metrics to track (we suggest the common ones) and map each to a new or existing KPI on your scorecard.
Connect by signing in — no key to copy or manage.
Questions people ask about Salesforce
What does the Salesforce integration do?
If your sales team lives in Salesforce, that's the real record of pipeline health — not a manually-updated count. Pull new leads, opportunities created, and closed-won deals straight from Salesforce onto the same scorecard as everything else.
What metrics can I track from Salesforce?
You can pull New Leads, New Opportunities, Opportunities Won, and Open Opportunities onto your scorecard as KPIs, updated automatically instead of entered by hand.
How do I connect Salesforce to HalftimeOS?
In HalftimeOS, go to Settings → Integrations and find Salesforce. Click "Connect Salesforce" and sign in to your Salesforce account — HalftimeOS never sees or stores your password. Choose which account or property to use, if you have more than one. Pick which metrics to track (we suggest the common ones) and map each to a new or existing KPI on your scorecard.
How often does the Salesforce data update?
On whatever cadence matches the meeting the KPI feeds — you choose which meeting series and how many days ahead to pull, so the number's ready before that huddle starts, the same as any other integration in HalftimeOS.
Is my Salesforce data secure?
Yes. Your Salesforce credentials are encrypted at rest (AES-256-GCM) and scoped to your organization only. HalftimeOS never sees or stores your Salesforce password — only a token you can revoke at any time.
Related integrations
Put Salesforce on your scorecard.
Start free with one leader, then connect Salesforce whenever you're ready — no card required.