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Integration

Frameboard + Salesforce

Push approved proposals to Salesforce opportunities, sync contacts, and log every proposal event on the opportunity timeline.

Coming Soon

Features

What it does

Opportunity sync from proposals

Sent proposals are automatically created as opportunities in Salesforce with the correct amount, stage, and close date.

Contact and account matching

Proposal recipients are matched to existing Salesforce contacts by email. Accounts are matched by company name. New records are created if no match exists.

Opportunity stage mapping

Map Frameboard proposal statuses to your Salesforce opportunity stages. When a proposal moves, the opportunity updates automatically.

Activity logging

Every proposal event - sent, viewed, approved, paid - is logged as an activity on the Salesforce opportunity with timestamps and details.

Setup

How to set up

1

Sign up or log in to Frameboard

Create your free account at myframeboard.app or log in to your existing workspace.

2

Go to Settings > Integrations

Open your workspace settings and navigate to the Integrations tab.

3

Click "Connect Salesforce"

Press the Connect button next to Salesforce. You will be redirected to Salesforce to authorise the connection via OAuth.

4

Authorise the connection

Log in to your Salesforce org and grant Frameboard access to your opportunities, contacts, accounts, and activities.

5

Configure your preferences

Map your opportunity stages, choose your record type, and set contact matching preferences.

Data flow

What gets synced

Proposals sync as Salesforce opportunities

Each sent proposal creates a Salesforce opportunity with the correct amount, stage, and close date.

Contacts and accounts matched or created

Recipients are matched to existing contacts by email and accounts by company name. New records are created if no match exists.

Proposal events logged as activities

Every view, approval, and payment is recorded as a task or event on the Salesforce opportunity.

Opportunity stages update automatically

When a proposal is approved or paid, the Salesforce opportunity stage moves to your mapped equivalent.

Revenue data pushed to opportunity

Payment amounts confirmed via Stripe update the opportunity amount in Salesforce.

FAQ

Common questions

Which Salesforce editions are supported?
Frameboard works with Salesforce Professional, Enterprise, Unlimited, and Developer editions. The integration uses the standard Salesforce REST API and requires OAuth access to Opportunities, Contacts, Accounts, and Activities.
Can I map to custom opportunity stages?
Yes. During setup, you map each Frameboard proposal status (Draft, Sent, Viewed, Approved, Paid) to your custom Salesforce opportunity stages. You can update these mappings at any time from your integration settings.
Does it support custom fields?
Frameboard adds two custom fields to your opportunities - Frameboard Proposal ID and Frameboard Status - for tracking purposes. These are created automatically during setup and do not interfere with your existing fields.
Can I use it with Salesforce Sandbox?
Yes. You can connect a Salesforce sandbox environment for testing before connecting your production org. Choose "Sandbox" during the OAuth authorisation step.

Ready to connect Salesforce?

Keep your CRM and proposals perfectly in sync - no manual data entry required.

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