# Axelize for Salesforce

> The Salesforce integration maps accounts, contacts and opportunities into Axelize so in-call suggestions reflect the real deal state, and writes meeting transcripts and outcomes back to the opportunity so the CRM stays current without manual entry.

Opportunity context in the call, call outcomes in the opportunity.

Source: https://axelize.com/integrations/salesforce  
Last updated: 2026-08-10

Status: planned

## What it does

### Account and opportunity sync

Salesforce accounts and open opportunities become the context behind live suggestions.

### Contact roles preserved

Who is the economic buyer and who is the champion changes what should be said to them.

### Activity written back

Meetings and their transcripts land on the opportunity's activity timeline.

## Setup

### Open Settings → Integrations

In your Axelize workspace.

### Authorise the connected app

Sign in through Salesforce OAuth. A read-only scope is enough if you do not want write-back.

### Map your objects

Confirm how your Account, Contact and Opportunity records map onto Axelize's.

## FAQ

### Will Axelize write to Salesforce?

Only if you grant write scope. With read-only access it uses Salesforce purely as context and stores meeting records on its own side.

## Related

- [Account context](https://axelize.com/features/account-context)
- [Enterprise](https://axelize.com/solutions/enterprise)