Salesforce and Lodgestory
Enterprise-grade CRM sync. Contacts, cases, and conversations flow between Lodgestory and Salesforce in real-time.
Enterprise CRM sync for contacts, cases, and conversations
The most guest-obsessed brands trust Lodgestory to power 50M+ conversations a year
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Salesforce is the world's #1 CRM platform used by enterprises for sales, service, and marketing. Lodgestory's Salesforce integration syncs contacts, cases, and conversation data bi-directionally, giving your team full customer context across every channel.
Lodgestory connects to Salesforce via REST API and Platform Events. Conversations from WhatsApp, Email, SMS, and Voice are logged as Salesforce activities. Cases created in Lodgestory sync to Salesforce Service Cloud in real-time.
- 01Connect Salesforce. Navigate to Settings > Integrations > Salesforce. Authenticate via OAuth 2.0 with your Salesforce org.
- 02Map Objects. Map Lodgestory contacts to Salesforce Contacts/Leads and tickets to Cases. Configure custom object mappings.
- 03Configure Sync Rules. Set sync direction, field mappings, and conflict resolution. Choose which record types to sync.
- 04Set Up Platform Events. Enable Salesforce Platform Events for real-time bi-directional updates between both systems.
- 05Validate & Deploy. Test with sample contacts and cases. Verify data flows correctly before enabling for all users.
Contact & Lead Sync
Contacts from WhatsApp, SMS, and Email are automatically matched or created in Salesforce with channel source and conversation tags.
Contact & Lead Sync
Contacts from WhatsApp, SMS, and Email are automatically matched or created in Salesforce with channel source and conversation tags.
Case Management
Lodgestory tickets map to Salesforce cases. Status, priority, and resolution notes sync bi-directionally.
Case Management
Lodgestory tickets map to Salesforce cases. Status, priority, and resolution notes sync bi-directionally.
Activity Logging
Every message, call, and email is logged as a Salesforce activity on the contact record for complete interaction history.
Activity Logging
Every message, call, and email is logged as a Salesforce activity on the contact record for complete interaction history.
Custom Object Mapping
Map Lodgestory data to Salesforce custom objects for industry-specific workflows and reporting.
Custom Object Mapping
Map Lodgestory data to Salesforce custom objects for industry-specific workflows and reporting.
In practice
How teams use Salesforce with Lodgestory
Service Cloud Integration
Support cases from WhatsApp and Email appear in Salesforce Service Cloud. Agents can work in either platform with data staying in sync.
Sales Pipeline Tracking
When a WhatsApp lead is qualified by an AI agent, Lodgestory creates a Salesforce opportunity with full conversation context.
Customer 360 View
Salesforce users see all Lodgestory interactions — WhatsApp, SMS, Email, Voice — on the contact timeline for a complete customer view.
Ready to connect Salesforce?
Connect it in Settings today, or ask us to set it up with you during onboarding.
Questions, answered
What teams ask before connecting Salesforce.
Yes. Contacts, cases, and activities sync bi-directionally between Lodgestory and Salesforce via Platform Events and REST APIs.
The integration works with Salesforce Professional, Enterprise, and Unlimited editions. Salesforce Essentials is supported for contact sync only.
Yes. You can map Lodgestory data to any Salesforce standard or custom object, including custom fields and record types.
All data transfer is encrypted via TLS 1.2+. The integration uses Salesforce OAuth 2.0 and respects your Salesforce field-level security and sharing rules.
No. The Salesforce integration is included in Lodgestory Enterprise plans. Contact sales for pricing details.