Connect Salesforce and Windmill to bring pipeline activity into performance conversations
What is Salesforce?
Salesforce is the world’s leading customer relationship management (CRM) platform. Sales and GTM teams use it to manage leads, track opportunities, forecast revenue, and coordinate customer relationships across the entire sales cycle.
How Windmill Uses Your Salesforce Integration
Windmill connects to Salesforce to bring sales activity and deal progression into recaps, 1:1s, and performance reviews:
- Sales activity tracking for 1:1s showing opportunities won, deals in progress, and pipeline health
- Opportunity stage history showing pipeline movement and momentum
- Account, contact, and lead context for customer and prospect work
- Tasks, events, notes, and field changes showing follow-through and how records evolve
Windmill reads opportunities, accounts, contacts, leads, tasks, events, notes, users, roles, groups, and field-change history. The integration is read-only.
Benefits of the Windmill Salesforce Integration
Capture sales work without self-reporting. Deal progress, account work, and follow-through become available for recaps and performance conversations.
Performance reviews grounded in real activity. Reviews can reference opportunities, stage changes, account ownership, tasks, and events rather than relying on memory alone.
More useful coaching context. Managers can prepare with current customer and pipeline context, including qualitative notes and activity history.