Do I need a developer to set up Salesforce?

No. Authorisation happens through Salesforce's standard sign-in flow, directly from your ecolyptus integrations settings — no API keys or code required.

Can I disconnect it later?

Yes. Disconnecting removes ecolyptus's access immediately and can be done from the same Integrations screen at any time.

What data does ecolyptus access?

Only what's needed for this integration to work, based on the permissions you approve during authorisation. Client and billing records sync between ecolyptus and Salesforce, so account data stays consistent in both systems.

Solutions
White Label Dashboard Data Compatibility Lyptus Meter Tracker Integrations
Energy Features
Data Pulse Utility Bill Analyser Math Tool Forecasting M&V Reporting Lyptus AI Notifications
Sustainability Features
Footprint Pathway Disclosure Suppliers
Customers
Who is ecolyptus for?
Energy Consultancies and Experts Environmental Consultants Sustainability Consultants Maintenance Managers Company Owners Finance Leaders
Which Industries do we Serve?
Energy Consultancy Firms Energy Service Companies Manufacturing Retail Hospitality Food Production Real Estate Office Buildings Technology Companies Educational Institutions Multinationals
The Difference
Our Product Edge
What makes ecolyptus different
Our Background
The team behind the platform
Resources
Free Resources
Downloadable guides and tools
Product Tutorials
Learn how to use our platform
Blog Posts
Latest articles and research
Pricing
For Professionals
Energy & sustainability consultants
For Business Users
Energy managers & ESG teams

CRM & Support Integration

Salesforce

Sync client and billing data with your Salesforce CRM.

Book a Demo

< 1 min

To connect

OAuth

Secure authorisation

2-way

Data stays in sync

1 click

To disconnect, any time

🔗

Connect in under a minute

Authorise Salesforce directly from your ecolyptus integrations settings — no API keys or developer setup required.

Connect from System Settings → Integrations
Uses Salesforce's standard authorisation flow
Revoke access at any time from the same screen

🔄

Stay in sync automatically

Client and billing records sync between ecolyptus and Salesforce, so account data stays consistent in both systems.

No manual exports or re-entry once connected
Changes reflect on both sides without extra steps
Works alongside your other connected tools

🔒

You control access

ecolyptus only accesses what you authorise during setup — nothing more.

Granular authorisation scopes, set by you
Disconnect instantly without contacting support
No credentials stored outside the authorisation token

Frequently Asked Questions

Ready to connect Salesforce?

Connect Salesforce from your ecolyptus integrations settings, or book a demo to see it in action first.

Book a Demo