Effortlessly Sync
XTEN-AV with Salesforce
Connect XTEN-AV with Salesforce CRM to sync accounts, contacts, opportunities, projects, and selected project data, keeping your sales and AV project information connected and up to date.
Connect Salesforce CRM with XTEN-AV
Sync opportunities, projects, accounts, contacts, and selected project data between XTEN-AV and Salesforce CRM to keep sales and AV project information connected.
Sync Opportunities & Projects
Pull Salesforce opportunities into XTEN-AV or push XTEN-AV projects to Salesforce CRM.
Sync Accounts Both Ways
Push XTEN-AV accounts to Salesforce or pull Salesforce accounts into XTEN-AV.
Sync Project Documents
Send selected design and project documents from XTEN-AV when syncing projects with Salesforce.
Access Salesforce CRM Data
View Salesforce accounts, contacts, and opportunities directly within XTEN-AV.
How to Connect Salesforce with XTEN-AV in 5 Steps
Set up the XTEN-AV Salesforce integration to connect CRM data, sync accounts, opportunities,
projects, and selected project documents between XTEN-AV and Salesforce CRM.
Connect & Authenticate
Pull Salesforce Accounts
Push XTEN-AV Accounts
Opportunities & Projects
Project Documents
Connect Salesforce CRM with XTEN-AV
Securely connect your Salesforce account with XTEN-AV to access account, contact, and opportunity data across both platforms.
Explore Salesforce Integration Guides
Follow step-by-step guides to connect Salesforce with XTEN-AV and sync opportunities, projects, accounts, and CRM data across both platforms.
Connect Salesforce with XTEN-AV
Connect and authenticate your Salesforce CRM account with XTEN-AV to access CRM data across both platforms.
Sync Salesforce Opportunities with XTEN-AV
Pull Salesforce Opportunities into XTEN-AV and keep opportunity and project information connected.
Sync XTEN-AV Projects with Salesforce
Push XTEN-AV project data and selected documents to Salesforce Opportunities.
Sync Salesforce Accounts with XTEN-AV
Pull selected Salesforce accounts into XTEN-AV and keep CRM account information connected.
Sync XTEN-AV Accounts with Salesforce
Push selected XTEN-AV accounts to Salesforce and sync account information across both platforms.
Check Salesforce Integration Compatibility
See which Salesforce editions support the REST API integration required to connect with XTEN-AV.
Check XTEN-AV Plan Availability
Learn which XTEN-AV plans provide access to the Salesforce integration.
Explore XTEN-AV Business Integrations
See Salesforce and other CRM, accounting, and business applications supported by XTEN-AV.
Integrate XTEN-AV with CRM & Accounting Tools
Learn how XTEN-AV can connect with external CRM and accounting applications to keep business data connected.
Sync accounts, contacts, opportunities, projects, and key data between XTEN-AV and Salesforce to keep your CRM and AV project information connected.
