CollectIQ integrates with Salesforce to keep your sales and finance teams aligned on every account. Account health, overdue balances, and collection activity are visible in Salesforce — and CollectIQ uses Salesforce contact and account data to inform its AI recommendations.
What data syncs
CollectIQ connects to Salesforce via a secure OAuth integration and keeps the following data in sync continuously.
| Accounts | Account type, owner, and custom fields that inform collection segment assignment |
| Contacts | Contact roles, email addresses, and communication preferences |
| Opportunities | Open deal context — CollectIQ pauses aggressive collection on accounts with active renewals |
| Activities | Every collection email, call log, and note is synced back as a Salesforce activity |
| Custom fields | Map any Salesforce field to a CollectIQ segment rule or customer tag |
What you can do with it
Common use cases for CollectIQ + Salesforce customers.
Keep sales informed on overdue accounts
When a customer is significantly overdue, CollectIQ creates a task in Salesforce for the account owner — keeping sales and finance aligned without manual updates.
Pause collections during active renewals
CollectIQ reads open opportunities in Salesforce and automatically softens collection tone or pauses outreach when an account is in a renewal or upsell conversation.
Log all AR activity to the CRM
Every reminder sent, promise logged, and escalation created in CollectIQ is synced back to the Salesforce activity timeline — keeping the account record complete.
How to connect Salesforce
Setup takes under 30 minutes. No IT project required.
Connect Salesforce
Authenticate with Salesforce via OAuth. CollectIQ imports accounts and contacts in minutes.
Map fields to segments
Use Salesforce account type, ARR, or custom fields to automatically assign customers to the right collection segment in CollectIQ.
Enable bi-directional sync
Activate activity logging and collection status sync so Salesforce always reflects the current AR state of every account.
Frequently asked questions
Related integrations
CollectIQ works with the rest of your stack too.
Ready to connect
Salesforce?
See how CollectIQ automates collections for your Salesforce invoices.
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