Salesforce is where your revenue team already lives. Push testimonials into Salesforce as Activities so reps see social proof when they open a Contact or Opportunity.
Salesforce integration is available on the Business plan.
Connect Salesforce
- Go to Dashboard → Integrations → Salesforce.
- Click Connect Salesforce.
- You're redirected to Salesforce's OAuth consent screen. Approve the scopes — we need
api,refresh_token, andoffline_access. - Pick whether to push to your Production or Sandbox org.
- On return you see "Connected" with the org name.
What syncs
When a testimonial is approved:
- We look up the Contact by email. If no match, we create one.
- We create a Task (Activity) on that Contact with:
- Subject: "New testimonial received"
- Body: the testimonial text + link back to VideoTestimonials
- Status: Completed
- If the Contact is linked to an Opportunity in the "Closed Won" stage, we also attach the testimonial to that Opportunity as a related record.
Field mapping
Map VideoTestimonials fields to custom Salesforce fields on the integration page. Common mappings:
- Rating → custom number field on Contact (e.g.
Testimonial_Rating__c) - Video URL → custom URL field (e.g.
Testimonial_Video__c) - Tags → multi-picklist (e.g.
Testimonial_Tags__c)
Permissions
The connecting user must have Modify All Data or at minimum edit access on Contacts, Tasks, and Opportunities. If you see "Insufficient privileges" errors in the sync log, an admin needs to adjust the integration user's profile.
Disconnect
Click Disconnect on the Salesforce integration page. Existing Activities stay in Salesforce — only the ongoing sync stops.