Arkweaver + Salesforce integration

What syncs between Arkweaver and Salesforce

• Arkweaver matches people from calls to Salesforce contacts and leads by email or name and company.
• Arkweaver reads the matched person’s company, title, and opportunity details.
• Arkweaver brings the opportunity amount, stage, and close date into the request’s customer context.
• Arkweaver can use Salesforce activity history when deciding whether an account has been contacted recently.

How to connect Salesforce to Arkweaver

1. Go to Arkweaver Settings, then Group Settings, then the Integrations tab.
2. Choose Salesforce and authorize the connection through Salesforce’s OAuth flow.
3. Once connected, Arkweaver uses the CRM data when enriching people and requests from calls.

What you can do once connected

• Give a feature request the opportunity value and stage already recorded by sales.
• Match a caller to the right Salesforce contact or lead without asking someone to enter them by hand.
• Use recent Salesforce activity as context for customer follow-up.