Integrations

Activate Spinify by connecting with products like Salesforce, Google Sheets, Zapier, myDesktop, AgentBox and so many more.

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52 articles in this collection
Written by Sue, Jason Jeffries, Matt Bullock and 3 others
Integrate with Salesforce

How To Integrate Spinify with Salesforce

Learn how to connect your Salesforce account to Spinify to automatically sync your Accounts, Opportunities, Leads, Calls, Emails and more.
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Written by Matt Bullock
Updated over a week ago

Permissions Required for the Salesforce App

User Permissions required to install and configure the Spinify Salesforce App
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Written by Matt Bullock
Updated over a week ago

Salesforce App Setup

Learn all the features of the Salesforce app and various items that can be setup from the app.
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Written by Jason Jeffries
Updated over a week ago

Customizing Salesforce Fields

If you use custom fields that you want to use to track in Spinify. Learn how to update your Spinify App that you installed in Salesforce.
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Written by Jason Jeffries
Updated over a week ago

Creating Custom Objects

Learn how to connect new standard and custom Salesforce objects to Spinify to be used on leaderboards and achievements.
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Written by Jason Jeffries
Updated over a week ago

Salesforce Connected Objects

Outlines the objects and default setup for Salesforce
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Written by Matt Bullock
Updated over a week ago

Resync Salesforce Records

Quickly check out how to resync your Salesforce records after updating fields.
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Written by Matt Bullock
Updated over a week ago

Syncing Salesforce records

Check the amount of records left to sync for your account
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Written by Matt Bullock
Updated over a week ago

Salesforce IP Restrictions

Do you have IP restrictions turned on in Salesforce? If you are experiencing SSO login issues find out how to fix them.
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Written by Jason Jeffries
Updated over a week ago

Salesforce Upgrade App Process

Learn how to upgrade the Spinify Sync app for Salesforce.
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Written by Jason Jeffries
Updated over a week ago

How to Uninstall the Spinify Salesforce App

If you no longer want to sync data from Salesforce to Spinify please follow these instructions.
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Written by Jason Jeffries
Updated over a week ago

Changing Salesforce Syncing User

How to change the syncing Salesforce user account
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Written by Matt Bullock
Updated over a week ago

Spinify Salesforce Dashboards

What are Salesforce Dashboards?
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Written by Matt Bullock
Updated over a week ago